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Curio Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Curio Wealth’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 		$1.15M Buy
11,923
+483
+4% +$46.2K 0.36% 32
2026
Q1 		$1.01M Buy
11,440
+129
+1% +$11.8K 0.35% 33
2025
Q4 		$1M Sell
11,311
-11
-0.1% -$989 0.36% 33
2025
Q3 		$1.04M Sell
11,322
-98
-0.9% -$8.89K 0.42% 27
2025
Q2 		$1.02M Buy
11,420
+11,372
+23,692% +$1M 0.45% 31
2025
Q1 		$1.17M Sell
48
-13,027
-100% -$1.18M 0.61% 26
2024
Q4 		$1.16M Buy
+13,075
New +$1.24M 0.63% 26

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

Curio Wealth's VNQ Position: Q2 2026 in Review

Curio Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 4.2% in Q2 2026, buying an estimated $46.2K and bringing the position to 11,923 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #32.

Curio Wealth first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Curio Wealth held 11,923 shares of Vanguard Real Estate ETF worth $1.15M as of Q2 2026.
  • Curio Wealth bought 483 Vanguard Real Estate ETF shares in Q2 2026, an estimated $46.2K.
  • Vanguard Real Estate ETF made up 0.36% of Curio Wealth's portfolio in Q2 2026, its #32 holding.
  • Curio Wealth first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Curio Wealth's Vanguard Real Estate ETF position peaked at $1.17M in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.