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Elevate Wealth Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Elevate Wealth Advisory’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 		$3.91M Buy
44,109
+3,254
+8% +$298K 2.47% 13
2025
Q4 		$3.62M Buy
40,855
+3,087
+8% +$277K 2.47% 13
2025
Q3 		$3.45M Sell
37,768
-324
-0.9% -$29.4K 2.51% 13
2025
Q2 		$3.39M Sell
38,092
-2,966
-7% -$262K 2.41% 12
2025
Q1 		$3.72M Buy
41,058
+1,012
+3% +$91.9K 2.63% 11
2024
Q4 		$3.52M Sell
40,046
-37
-0.1% -$3.5K 2.64% 12
2024
Q3 		$3.94M Buy
40,083
+367
+0.9% +$33.8K 2.92% 11
2024
Q2 		$3.37M Buy
39,716
+4,584
+13% +$379K 2.73% 11
2024
Q1 		$3.04M Buy
35,132
+2,307
+7% +$197K 2.64% 11
2023
Q4 		$2.9M Buy
+32,825
New +$2.6M 2.66% 11

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

Elevate Wealth Advisory's VNQ Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 8% in Q1 2026, buying an estimated $298K and bringing the position to 44,109 shares worth $3.91M. The position accounts for 2.47% of the portfolio, ranked #13.

Elevate Wealth Advisory first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.94M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Elevate Wealth Advisory held 44,109 shares of Vanguard Real Estate ETF worth $3.91M as of Q1 2026.
  • Elevate Wealth Advisory bought 3,254 Vanguard Real Estate ETF shares in Q1 2026, an estimated $298K.
  • Vanguard Real Estate ETF made up 2.47% of Elevate Wealth Advisory's portfolio in Q1 2026, its #13 holding.
  • Elevate Wealth Advisory first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's Vanguard Real Estate ETF position peaked at $3.94M in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.