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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Carson Advisory's VNQ Position: Q1 2026 in Review

Carson Advisory held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 7,637 shares worth $677K. 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 18 quarters since. The position peaked at $1.18M in Q4 2021. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Carson Advisory held 7,637 shares of Vanguard Real Estate ETF worth $677K as of Q1 2026.
  • Carson Advisory left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.35% of Carson Advisory's portfolio in Q1 2026, its #67 holding.
  • Carson Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Vanguard Real Estate ETF position peaked at $1.18M in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.