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Consultiva Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Consultiva Wealth Management’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 		$23.5K Hold
265
– – 0.07% 149
2025
Q4 		$23.4K Hold
265
– – 0.07% 146
2025
Q3 		$24.2K Hold
265
– – 0.07% 141
2025
Q2 		$23.6K Buy
265
+90
+51% +$7.94K 0.07% 143
2025
Q1 		$15.8K Buy
+175
New +$15.9K 0.05% 180

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

Consultiva Wealth Management's VNQ Position: Q1 2026 in Review

Consultiva Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 265 shares worth $23.5K. The position accounts for 0.07% of the portfolio, ranked #149.

Consultiva Wealth Management first reported a position in VNQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.2K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Consultiva Wealth Management held 265 shares of Vanguard Real Estate ETF worth $23.5K as of Q1 2026.
  • Consultiva Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.07% of Consultiva Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Consultiva Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's Vanguard Real Estate ETF position peaked at $24.2K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.