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VNQ icon

Carter Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Carter Financial’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 		$2.77M Sell
28,749
-2,448
-8% -$234K 2.08% 7
2026
Q1 		$2.77M Sell
31,197
-3,764
-11% -$345K 2.41% 7
2025
Q4 		$3.09M Buy
+34,961
New +$3.14M 2.73% 7

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

Carter Financial's VNQ Position: Q2 2026 in Review

Carter Financial reduced its Vanguard Real Estate ETF (VNQ) stake by 7.8% in Q2 2026, selling an estimated $234K and leaving 28,749 shares worth $2.77M. The position accounts for 2.08% of the portfolio, ranked #7.

Carter Financial first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.09M in Q4 2025. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Carter Financial held 28,749 shares of Vanguard Real Estate ETF worth $2.77M as of Q2 2026.
  • Carter Financial sold 2,448 Vanguard Real Estate ETF shares in Q2 2026, an estimated $234K.
  • Vanguard Real Estate ETF made up 2.08% of Carter Financial's portfolio in Q2 2026, its #7 holding.
  • Carter Financial first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Carter Financial's Vanguard Real Estate ETF position peaked at $3.09M in Q4 2025.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.