Consilium Wealth Advisory
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
Q3 		$2.68M Buy
29,882
+6,476
+28% +$627K 0.79% 26
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seven Post Investment Office
Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Consilium Wealth Advisory's VNQ Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 28% in Q3 2026, buying an estimated $627K and bringing the position to 29,882 shares worth $2.68M. The position accounts for 0.79% of the portfolio, ranked #26.

Consilium Wealth Advisory first reported a position in VNQ in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.08M in Q4 2021. 975 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Consilium Wealth Advisory held 29,882 shares of Vanguard Real Estate ETF worth $2.68M as of Q3 2026.
  • Consilium Wealth Advisory bought 6,476 Vanguard Real Estate ETF shares in Q3 2026, an estimated $627K.
  • Vanguard Real Estate ETF made up 0.79% of Consilium Wealth Advisory's portfolio in Q3 2026, its #26 holding.
  • Consilium Wealth Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 15 quarters since.
  • Consilium Wealth Advisory's Vanguard Real Estate ETF position peaked at $6.08M in Q4 2021.
  • 975 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.