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Curran Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Curran Financial Partners’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 		$1.04M Sell
11,781
-420
-3% -$38.5K 0.19% 57
2025
Q4 		$1.08M Buy
12,201
+59
+0.5% +$5.3K 0.21% 60
2025
Q3 		$1.11M Sell
12,142
-379
-3% -$34.4K 0.22% 58
2025
Q2 		$1.12M Buy
+12,521
New +$1.1M 0.25% 56
2024
Q4 		– Sell
-11,620
Closed -$1.13M – 100
2024
Q3 		$1.13M Buy
+11,620
New +$1.07M 0.32% 49
2024
Q2 		– Sell
-11,745
Closed -$1.02M – 86
2024
Q1 		$1.02M Sell
11,745
-85
-0.7% -$7.26K 0.35% 50
2023
Q4 		$995K Buy
+11,830
New +$938K 0.38% 46
2023
Q3 		– Sell
-12,849
Closed -$1.07M – 84
2023
Q2 		$1.07M Buy
+12,849
New +$1.05M 0.47% 41
2023
Q1 		– Sell
-15,625
Closed -$1.29M – 75
2022
Q4 		$1.29M Buy
+15,625
New +$1.3M 0.62% 34
2022
Q2 		– Sell
-21,067
Closed -$2.28M – 74
2022
Q1 		$2.28M Buy
21,067
+300
+1% +$31.7K 0.94% 30
2021
Q4 		$2.41M Buy
20,767
+730
+4% +$79.7K 1.02% 23
2021
Q3 		$2.06M Buy
20,037
+1,790
+10% +$190K 1.05% 25
2021
Q2 		$1.86M Buy
18,247
+2,904
+19% +$288K 1.02% 28
2021
Q1 		$1.41M Buy
15,343
+2,567
+20% +$226K 1.01% 27
2020
Q4 		$1.08M Buy
+12,776
New +$1.06M 0.93% 28

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

Curran Financial Partners's VNQ Position: Q1 2026 in Review

Curran Financial Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 3.4% in Q1 2026, selling an estimated $38.5K and leaving 11,781 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #57.

Curran Financial Partners first reported a position in VNQ in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.41M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Curran Financial Partners held 11,781 shares of Vanguard Real Estate ETF worth $1.04M as of Q1 2026.
  • Curran Financial Partners sold 420 Vanguard Real Estate ETF shares in Q1 2026, an estimated $38.5K.
  • Vanguard Real Estate ETF made up 0.19% of Curran Financial Partners's portfolio in Q1 2026, its #57 holding.
  • Curran Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 15 quarters since.
  • Curran Financial Partners's Vanguard Real Estate ETF position peaked at $2.41M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.