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 Q3	$223K	Hold	2,487	–	–	0.04%	114
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Curtis Advisory Group's VNQ Position: Q3 2026 in Review

Curtis Advisory Group held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 2,487 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #114.

Curtis Advisory Group first reported a position in VNQ in Q2 2022 and has held it in 6 quarters since. The position peaked at $324K in Q3 2022. 1,102 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Curtis Advisory Group held 2,487 shares of Vanguard Real Estate ETF worth $223K as of Q3 2026.
Curtis Advisory Group left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
Vanguard Real Estate ETF made up 0.04% of Curtis Advisory Group's portfolio in Q3 2026, its #114 holding.
Curtis Advisory Group first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 6 quarters since.
Curtis Advisory Group's Vanguard Real Estate ETF position peaked at $324K in Q3 2022.
1,102 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.