Curtis Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Curtis Advisory Group’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	$240K	Hold	2,487	–	–	0.05%	113
2026 Q1	$221K	Buy	2,487 +52	+2%	+$4.77K	0.05%	113
2025 Q4	$215K	Buy	+2,435	New	+$219K	0.05%	111
2022 Q4	–	Sell	-4,038	Closed	-$324K	–	96
2022 Q3	$324K	Buy	4,038 +1,535	+61%	+$144K	0.13%	67
2022 Q2	$228K	Buy	+2,503	New	+$249K	0.09%	85

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Curtis Advisory Group's VNQ Position: Q2 2026 in Review

Curtis Advisory Group held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,487 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #113.

Curtis Advisory Group first reported a position in VNQ in Q2 2022 and has held it in 5 quarters since. The position peaked at $324K in Q3 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Curtis Advisory Group held 2,487 shares of Vanguard Real Estate ETF worth $240K as of Q2 2026.
Curtis Advisory Group left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.05% of Curtis Advisory Group's portfolio in Q2 2026, its #113 holding.
Curtis Advisory Group first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 5 quarters since.
Curtis Advisory Group's Vanguard Real Estate ETF position peaked at $324K in Q3 2022.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.