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Costello Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Costello Asset 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 		$60.6K Sell
683
-158
-19% -$14.5K 0.02% 209
2025
Q4 		$74.4K Buy
841
+97
+13% +$8.72K 0.02% 176
2025
Q3 		$68K Sell
744
-593
-44% -$53.8K 0.02% 193
2025
Q2 		$119K Buy
1,337
+4
+0.3% +$353 0.04% 143
2025
Q1 		$121K Buy
1,333
+733
+122% +$66.5K 0.05% 137
2024
Q4 		$53.4K Hold
600
– – 0.04% 101
2024
Q3 		$58.5K Buy
+600
New +$55.2K 0.04% 102

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

Costello Asset Management's VNQ Position: Q1 2026 in Review

Costello Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 19% in Q1 2026, selling an estimated $14.5K and leaving 683 shares worth $60.6K. The position accounts for 0.02% of the portfolio, ranked #209.

Costello Asset Management first reported a position in VNQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $121K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Costello Asset Management held 683 shares of Vanguard Real Estate ETF worth $60.6K as of Q1 2026.
  • Costello Asset Management sold 158 Vanguard Real Estate ETF shares in Q1 2026, an estimated $14.5K.
  • Vanguard Real Estate ETF made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #209 holding.
  • Costello Asset Management first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • Costello Asset Management's Vanguard Real Estate ETF position peaked at $121K in Q1 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.