CA
VNQ icon

Carson Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Carson Advisory’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 		$759K Buy
7,871
+234
+3% +$22.4K 0.35% 67
2026
Q1 		$677K Hold
7,637
– – 0.35% 67
2025
Q4 		$676K Sell
7,637
-166
-2% -$14.9K 0.35% 68
2025
Q3 		$713K Buy
7,803
+48
+0.6% +$4.35K 0.38% 59
2025
Q2 		$691K Sell
7,755
-102
-1% -$9K 0.44% 59
2025
Q1 		$711K Sell
7,857
-350
-4% -$31.8K 0.48% 58
2024
Q4 		$731K Sell
8,207
-100
-1% -$9.45K 0.51% 57
2024
Q3 		$809K Sell
8,307
-100
-1% -$9.21K 0.51% 56
2024
Q2 		$704K Sell
8,407
-182
-2% -$15K 0.49% 65
2024
Q1 		$743K Sell
8,589
-1,000
-10% -$85.4K 0.52% 56
2023
Q4 		$847K Sell
9,589
-28
-0.3% -$2.22K 0.66% 41
2023
Q3 		$728K Buy
9,617
+100
+1% +$8.24K 0.64% 46
2023
Q2 		$795K Hold
9,517
– – 0.67% 43
2023
Q1 		$790K Hold
9,517
– – 0.7% 41
2022
Q4 		$785K Sell
9,517
-400
-4% -$33.2K 0.75% 39
2022
Q3 		$795K Sell
9,917
-68
-0.7% -$6.36K 0.88% 33
2022
Q2 		$910K Sell
9,985
-18
-0.2% -$1.79K 1.02% 27
2022
Q1 		$1.08M Sell
10,003
-200
-2% -$21.2K 1.08% 25
2021
Q4 		$1.18M Buy
+10,203
New +$1.11M 1.2% 22

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Carson Advisory's VNQ Position: Q2 2026 in Review

Carson Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 7,871 shares worth $759K. The position accounts for 0.35% of the portfolio, ranked #67.

Carson Advisory first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2021. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Carson Advisory held 7,871 shares of Vanguard Real Estate ETF worth $759K as of Q2 2026.
  • Carson Advisory bought 234 Vanguard Real Estate ETF shares in Q2 2026, an estimated $22.4K.
  • Vanguard Real Estate ETF made up 0.35% of Carson Advisory's portfolio in Q2 2026, its #67 holding.
  • Carson Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Vanguard Real Estate ETF position peaked at $1.18M in Q4 2021.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.