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Cahill Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Cahill Financial 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 		$2.41M Sell
27,135
-2,752
-9% -$252K 0.26% 67
2025
Q4 		$2.64M Sell
29,887
-897
-3% -$80.6K 0.29% 58
2025
Q3 		$2.81M Sell
30,784
-396
-1% -$35.9K 0.32% 52
2025
Q2 		$2.78M Sell
31,180
-437
-1% -$38.5K 0.34% 49
2025
Q1 		$2.86M Buy
31,617
+468
+2% +$42.5K 0.39% 44
2024
Q4 		$2.77M Sell
31,149
-45
-0.1% -$4.25K 0.38% 45
2024
Q3 		$3.04M Sell
31,194
-27,007
-46% -$2.49M 0.42% 42
2024
Q2 		$4.87M Sell
58,201
-5,663
-9% -$468K 0.67% 31
2024
Q1 		$5.52M Buy
63,864
+309
+0.5% +$26.4K 0.75% 28
2023
Q4 		$5.62M Sell
63,555
-360
-0.6% -$28.5K 0.83% 27
2023
Q3 		$4.84M Buy
63,915
+966
+2% +$79.7K 0.8% 26
2023
Q2 		$5.26M Buy
62,949
+3,907
+7% +$320K 0.85% 26
2023
Q1 		$4.9M Buy
59,042
+3,738
+7% +$321K 0.87% 27
2022
Q4 		$4.56M Sell
55,304
-2,533
-4% -$210K 0.88% 27
2022
Q3 		$4.64M Sell
57,837
-1,809
-3% -$169K 0.98% 24
2022
Q2 		$5.43M Buy
59,646
+138
+0.2% +$13.8K 1.16% 21
2022
Q1 		$6.45M Buy
59,508
+52
+0.1% +$5.5K 1.21% 18
2021
Q4 		$6.9M Buy
59,456
+1,575
+3% +$172K 1.33% 17
2021
Q3 		$5.89M Sell
57,881
-279
-0.5% -$29.6K 1.21% 17
2021
Q2 		$5.92M Sell
58,160
-1,348
-2% -$134K 1.33% 17
2021
Q1 		$5.47M Sell
59,508
-18,454
-24% -$1.62M 1.33% 16
2020
Q4 		$5.74M Buy
77,962
+6,351
+9% +$527K 1.45% 14
2020
Q3 		$5.65M Buy
71,611
+8,561
+14% +$687K 2.04% 9
2020
Q2 		$4.95M Sell
63,050
-11,126
-15% -$843K 1.91% 10
2020
Q1 		$5.18M Buy
74,176
+1,719
+2% +$151K 2.4% 6
2019
Q4 		$6.72M Buy
72,457
+206
+0.3% +$19.1K 2.44% 6
2019
Q3 		$6.74M Buy
72,251
+3,068
+4% +$279K 2.62% 6
2019
Q2 		$6.05M Sell
69,183
-1
-0% -$88 2.4% 7
2019
Q1 		$6.01M Sell
69,184
-352
-0.5% -$29.1K 2.5% 6
2018
Q4 		$5.19M Buy
69,536
+920
+1% +$72.5K 2.6% 6
2018
Q3 		$5.54M Buy
68,616
+1,342
+2% +$111K 2.44% 7
2018
Q2 		$5.48M Sell
67,274
-1,371
-2% -$106K 2.53% 6
2018
Q1 		$5.18M Buy
68,645
+1,929
+3% +$148K 2.47% 6
2017
Q4 		$5.54M Buy
66,716
+5,706
+9% +$478K 2.78% 5
2017
Q3 		$5.07M Buy
61,010
+3,070
+5% +$257K 2.68% 5
2017
Q2 		$4.82M Buy
57,940
+1,305
+2% +$109K 2.67% 5
2017
Q1 		$4.68M Buy
56,635
+1,628
+3% +$135K 2.7% 5
2016
Q4 		$4.54M Buy
55,007
+5,961
+12% +$485K 2.77% 5
2016
Q3 		$4.25M Buy
49,046
+763
+2% +$68.1K 2.77% 5
2016
Q2 		$4.28M Buy
48,283
+775
+2% +$65.1K 2.99% 4
2016
Q1 		$3.98M Buy
47,508
+634
+1% +$49.4K 2.98% 4
2015
Q4 		$3.74M Buy
46,874
+388
+0.8% +$30.7K 3.05% 4
2015
Q3 		$3.51M Sell
46,486
-1,425
-3% -$109K 2.86% 5
2015
Q2 		$3.58M Sell
47,911
-1,054
-2% -$84.2K 2.68% 8
2015
Q1 		$4.13M Buy
48,965
+1,825
+4% +$155K 3.15% 5
2014
Q4 		$3.82M Buy
47,140
+8,950
+23% +$702K 2.95% 4
2014
Q3 		$2.74M Buy
38,190
+1,459
+4% +$110K 2.19% 12
2014
Q2 		$2.75M Buy
36,731
+4,281
+13% +$315K 2.15% 14
2014
Q1 		$2.29M Buy
32,450
+3,252
+11% +$223K 1.96% 15
2013
Q4 		$1.89M Buy
+29,198
New +$1.95M 1.63% 22

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

Cahill Financial Advisors's VNQ Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 9.2% in Q1 2026, selling an estimated $252K and leaving 27,135 shares worth $2.41M. The position accounts for 0.26% of the portfolio, ranked #67.

Cahill Financial Advisors first reported a position in VNQ in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.9M in Q4 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Cahill Financial Advisors held 27,135 shares of Vanguard Real Estate ETF worth $2.41M as of Q1 2026.
  • Cahill Financial Advisors sold 2,752 Vanguard Real Estate ETF shares in Q1 2026, an estimated $252K.
  • Vanguard Real Estate ETF made up 0.26% of Cahill Financial Advisors's portfolio in Q1 2026, its #67 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 50 quarters since.
  • Cahill Financial Advisors's Vanguard Real Estate ETF position peaked at $6.9M in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.