CIAS
VNQ icon

Capital Investment Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Capital Investment Advisory Services’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Sell
1,606
-472
-23% -$45.1K 0.01% 746
2026
Q1 		$184K Buy
2,078
+357
+21% +$32.7K 0.01% 640
2025
Q4 		$152K Buy
1,721
+153
+10% +$13.8K 0.01% 650
2025
Q3 		$143K Buy
1,568
+185
+13% +$16.8K 0.01% 625
2025
Q2 		$123K Buy
1,383
+17
+1% +$1.5K 0.01% 619
2025
Q1 		$124K Buy
1,366
+414
+43% +$37.6K 0.01% 588
2024
Q4 		$84.8K Buy
952
+19
+2% +$1.79K 0.01% 594
2024
Q3 		$90.8K Buy
933
+131
+16% +$12.1K 0.01% 605
2024
Q2 		$67.2K Buy
802
+18
+2% +$1.49K 0.01% 619
2024
Q1 		$67.8K Sell
784
-3
-0.4% -$256 0.01% 620
2023
Q4 		$69.5K Sell
787
-139
-15% -$11K 0.01% 632
2023
Q3 		$70.1K Buy
926
+2
+0.2% +$165 0.01% 594
2023
Q2 		$77.2K Sell
924
-215
-19% -$17.6K 0.01% 565
2023
Q1 		$94.6K Sell
1,139
-31
-3% -$2.66K 0.01% 542
2022
Q4 		$96.5K Buy
1,170
+362
+45% +$30K 0.01% 546
2022
Q3 		$65K Sell
808
-571
-41% -$53.4K 0.01% 550
2022
Q2 		$126K Buy
1,379
+370
+37% +$36.9K 0.02% 503
2022
Q1 		$109K Buy
1,009
+438
+77% +$46.4K 0.01% 557
2021
Q4 		$66K Sell
571
-614
-52% -$67.1K 0.01% 578
2021
Q3 		$121K Sell
1,185
-967
-45% -$103K 0.02% 496
2021
Q2 		$219K Sell
2,152
-543
-20% -$53.8K 0.03% 438
2021
Q1 		$248K Sell
2,695
-1,370
-34% -$120K 0.04% 370
2020
Q4 		$345K Sell
4,065
-2,197
-35% -$182K 0.05% 306
2020
Q3 		$494K Buy
6,262
+2,639
+73% +$212K 0.09% 203
2020
Q2 		$285K Sell
3,623
-833
-19% -$63.1K 0.06% 252
2020
Q1 		$311K Sell
4,456
-877
-16% -$77K 0.08% 227
2019
Q4 		$495K Buy
5,333
+543
+11% +$50.3K 0.13% 164
2019
Q3 		$447K Buy
4,790
+374
+8% +$34K 0.12% 162
2019
Q2 		$386K Buy
4,416
+605
+16% +$53K 0.12% 183
2019
Q1 		$331K Buy
3,811
+30
+0.8% +$2.48K 0.12% 152
2018
Q4 		$282K Buy
3,781
+191
+5% +$15K 0.12% 158
2018
Q3 		$290K Sell
3,590
-864
-19% -$71.1K 0.14% 165
2018
Q2 		$363K Buy
4,454
+386
+9% +$29.9K 0.18% 144
2018
Q1 		$307K Buy
+4,068
New +$311K 0.17% 144

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Capital Investment Advisory Services's VNQ Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 23% in Q2 2026, selling an estimated $45.1K and leaving 1,606 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #746.

Capital Investment Advisory Services first reported a position in VNQ in Q1 2018 and has held it in 34 quarters since. The position peaked at $495K in Q4 2019. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Capital Investment Advisory Services held 1,606 shares of Vanguard Real Estate ETF worth $155K as of Q2 2026.
  • Capital Investment Advisory Services sold 472 Vanguard Real Estate ETF shares in Q2 2026, an estimated $45.1K.
  • Vanguard Real Estate ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #746 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 34 quarters since.
  • Capital Investment Advisory Services's Vanguard Real Estate ETF position peaked at $495K in Q4 2019.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.