CWA
VNQ icon

Consilium Wealth Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Consilium Wealth 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 		$2.26M Buy
+23,406
New +$2.24M 0.67% 34
2025
Q1 		– Sell
-27,330
Closed -$2.43M – 95
2024
Q4 		$2.43M Sell
27,330
-8,043
-23% -$760K 1.16% 24
2024
Q3 		$3.45M Buy
35,373
+2,875
+9% +$265K 1.88% 16
2024
Q2 		$2.72M Buy
32,498
+2,566
+9% +$212K 1.49% 20
2024
Q1 		$2.59M Sell
29,932
-18,014
-38% -$1.54M 1.46% 20
2023
Q4 		$4.24M Buy
47,946
+27,627
+136% +$2.19M 2.55% 12
2023
Q3 		$1.54M Buy
20,319
+800
+4% +$66K 1.08% 23
2023
Q2 		$1.63M Sell
19,519
-1,001
-5% -$82K 1.13% 21
2023
Q1 		$1.7M Sell
20,520
-20,073
-49% -$1.72M 1.45% 16
2022
Q4 		$3.35M Buy
40,593
+6,332
+18% +$525K 2.86% 10
2022
Q3 		$2.75M Sell
34,261
-8,724
-20% -$816K 3.06% 10
2022
Q2 		$3.92M Sell
42,985
-2,516
-6% -$251K 4.22% 5
2022
Q1 		$4.93M Sell
45,501
-6,890
-13% -$729K 3.53% 9
2021
Q4 		$6.08M Buy
+52,391
New +$5.72M 3.94% 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

Consilium Wealth Advisory's VNQ Position: Q2 2026 in Review

Consilium Wealth Advisory opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 23,406 shares worth $2.26M. The stake represents 0.67% of the portfolio and ranks #34 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in VNQ as recently as Q4 2024.

Consilium Wealth Advisory first reported a position in VNQ in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.08M in Q4 2021. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Consilium Wealth Advisory held 23,406 shares of Vanguard Real Estate ETF worth $2.26M as of Q2 2026.
  • Vanguard Real Estate ETF was a new Consilium Wealth Advisory position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.67% of Consilium Wealth Advisory's portfolio in Q2 2026, its #34 holding.
  • Consilium Wealth Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 14 quarters since.
  • Consilium Wealth Advisory's Vanguard Real Estate ETF position peaked at $6.08M in Q4 2021.
  • 1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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