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U.S. Capital Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

U.S. Capital Wealth Advisors’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 		$534K Buy
6,018
+204
+4% +$18.7K 0.01% 660
2025
Q4 		$515K Sell
5,814
-2,644
-31% -$238K 0.01% 655
2025
Q3 		$773K Sell
8,458
-8,734
-51% -$792K 0.02% 528
2025
Q2 		$1.53M Sell
17,192
-843
-5% -$74.4K 0.04% 349
2025
Q1 		$1.63M Buy
18,035
+1,902
+12% +$173K 0.05% 330
2024
Q4 		$1.44M Buy
+16,133
New +$1.52M 0.04% 361
2024
Q3 		– Sell
-2,942
Closed -$246K – 730
2024
Q2 		$246K Buy
+2,942
New +$243K 0.01% 603
2024
Q1 		– Sell
-2,704
Closed -$239K – 711
2023
Q4 		$239K Buy
+2,704
New +$214K 0.01% 598
2023
Q1 		– Sell
-2,614
Closed -$216K – 1509
2022
Q4 		$216K Sell
2,614
-1,594
-38% -$132K 0.01% 589
2022
Q3 		$337K Sell
4,208
-1,018
-19% -$95.2K 0.02% 509
2022
Q2 		$476K Sell
5,226
-652
-11% -$65K 0.02% 470
2022
Q1 		$637K Sell
5,878
-2,011
-25% -$213K 0.02% 465
2021
Q4 		$915K Buy
7,889
+224
+3% +$24.5K 0.04% 415
2021
Q3 		$780K Buy
+7,665
New +$813K 0.03% 433

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

U.S. Capital Wealth Advisors's VNQ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 3.5% in Q1 2026, buying an estimated $18.7K and bringing the position to 6,018 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #660.

U.S. Capital Wealth Advisors first reported a position in VNQ in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.63M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • U.S. Capital Wealth Advisors held 6,018 shares of Vanguard Real Estate ETF worth $534K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 204 Vanguard Real Estate ETF shares in Q1 2026, an estimated $18.7K.
  • Vanguard Real Estate ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #660 holding.
  • U.S. Capital Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 14 quarters since.
  • U.S. Capital Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.63M in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.