Certified Advisory Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

Certified Advisory Corp’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	$419K	Sell	4,341 -290	-6%	-$27.7K	0.03%	242
2026 Q1	$411K	Sell	4,631 -657	-12%	-$60.2K	0.04%	232
2025 Q4	$468K	Buy	5,288 +25	+0.5%	+$2.25K	0.04%	216
2025 Q3	$481K	Sell	5,263 -698	-12%	-$63.3K	0.05%	208
2025 Q2	$531K	Buy	5,961 +291	+5%	+$25.7K	0.06%	196
2025 Q1	$513K	Sell	5,670 -861	-13%	-$78.1K	0.06%	188
2024 Q4	$582K	Sell	6,531 -661	-9%	-$62.5K	0.06%	181
2024 Q3	$701K	Sell	7,192 -16,901	-70%	-$1.56M	0.08%	167
2024 Q2	$2.02M	Sell	24,093 -18,573	-44%	-$1.53M	0.25%	100
2024 Q1	$3.69M	Sell	42,666 -1,417	-3%	-$121K	0.51%	63
2023 Q4	$3.9M	Sell	44,083 -8,770	-17%	-$695K	0.59%	56
2023 Q3	$3.64M	Buy	52,853 +6,110	+13%	+$504K	0.67%	48
2023 Q2	$3.91M	Buy	46,743 +102	+0.2%	+$8.36K	0.72%	42
2023 Q1	$3.87M	Sell	46,641 -6,794	-13%	-$584K	0.69%	38
2022 Q4	$4.41M	Sell	53,435 -511	-0.9%	-$42.4K	0.87%	27
2022 Q3	$4.33M	Buy	53,946 +2,245	+4%	+$210K	0.99%	26
2022 Q2	$4.71M	Sell	51,701 -9,488	-16%	-$946K	1.05%	25
2022 Q1	$6.63M	Buy	61,189 +8,860	+17%	+$938K	1.41%	14
2021 Q4	$6.07M	Buy	52,329 +4,853	+10%	+$530K	1.34%	14
2021 Q3	$4.83M	Buy	47,476 +6,566	+16%	+$696K	1.17%	21
2021 Q2	$4.16M	Buy	40,910 +6,778	+20%	+$672K	1.05%	23
2021 Q1	$3.13M	Buy	+34,132	New	+$3M	0.81%	29
2020 Q2	$2.46M	Sell	31,292 -18,677	-37%	-$1.42M	0.81%	28
2020 Q1	$3.49M	Buy	49,969 +1,205	+2%	+$106K	1.38%	14
2019 Q4	$4.53M	Buy	48,764 +1,603	+3%	+$148K	1.45%	14
2019 Q3	$4.4M	Buy	47,161 +35	+0.1%	+$3.18K	1.53%	14
2019 Q2	$4.12M	Buy	47,126 +5,886	+14%	+$515K	1.53%	14
2019 Q1	$3.58M	Sell	41,240 -3,482	-8%	-$288K	1.51%	14
2018 Q4	$3.33M	Sell	44,722 -3,261	-7%	-$257K	1.73%	12
2018 Q3	$3.87M	Sell	47,983 -1,843	-4%	-$152K	1.79%	12
2018 Q2	$4.06M	Sell	49,826 -2,903	-6%	-$225K	2.26%	7
2018 Q1	$3.98M	Sell	52,729 -10,796	-17%	-$826K	2.36%	6
2017 Q4	$5.27M	Buy	+63,525	New	+$5.32M	3.79%	2

Other funds holding VNQ

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 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

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

Certified Advisory Corp's VNQ Position: Q2 2026 in Review

Certified Advisory Corp reduced its Vanguard Real Estate ETF (VNQ) stake by 6.3% in Q2 2026, selling an estimated $27.7K and leaving 4,341 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #242.

Certified Advisory Corp first reported a position in VNQ in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.63M in Q1 2022. 660 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Certified Advisory Corp held 4,341 shares of Vanguard Real Estate ETF worth $419K as of Q2 2026.
Certified Advisory Corp sold 290 Vanguard Real Estate ETF shares in Q2 2026, an estimated $27.7K.
Vanguard Real Estate ETF made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #242 holding.
Certified Advisory Corp first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Vanguard Real Estate ETF position peaked at $6.63M in Q1 2022.
660 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.