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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
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
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

Curtis Advisory Group's VNQ Position: Q1 2026 in Review

Curtis Advisory Group increased its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q1 2026, buying an estimated $4.77K and bringing the position to 2,487 shares worth $221K. 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 4 quarters since. The position peaked at $324K in Q3 2022. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Curtis Advisory Group held 2,487 shares of Vanguard Real Estate ETF worth $221K as of Q1 2026.
  • Curtis Advisory Group bought 52 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.77K.
  • Vanguard Real Estate ETF made up 0.05% of Curtis Advisory Group's portfolio in Q1 2026, its #113 holding.
  • Curtis Advisory Group first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 4 quarters since.
  • Curtis Advisory Group's Vanguard Real Estate ETF position peaked at $324K in Q3 2022.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.