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Caldwell Sutter Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Caldwell Sutter Capital’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
Q2 		$38.8K Buy
402
+80
+25% +$7.64K 0.01% 437
2026
Q1 		$28.6K Sell
322
-61
-16% -$5.59K 0.01% 439
2025
Q4 		$33.9K Buy
383
+46
+14% +$4.13K 0.01% 417
2025
Q3 		$30.8K Sell
337
-50
-13% -$4.54K 0.01% 423
2025
Q2 		$34.5K Buy
387
+25
+7% +$2.21K 0.02% 404
2025
Q1 		$32.8K Hold
362
– – 0.02% 406
2024
Q4 		$32.2K Hold
362
– – 0.02% 414
2024
Q3 		$35.3K Buy
362
+18
+5% +$1.66K 0.02% 408
2024
Q2 		$28.8K Buy
344
+25
+8% +$2.06K 0.01% 424
2024
Q1 		$27.6K Hold
319
– – 0.01% 426
2023
Q4 		$28.2K Sell
319
-161
-34% -$12.8K 0.01% 415
2023
Q3 		$36.3K Hold
480
– – 0.02% 363
2023
Q2 		$40.1K Buy
+480
New +$39.3K 0.02% 353

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Caldwell Sutter Capital's VNQ Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Vanguard Real Estate ETF (VNQ) stake by 25% in Q2 2026, buying an estimated $7.64K and bringing the position to 402 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #437.

Caldwell Sutter Capital first reported a position in VNQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $40.1K in Q2 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Caldwell Sutter Capital held 402 shares of Vanguard Real Estate ETF worth $38.8K as of Q2 2026.
  • Caldwell Sutter Capital bought 80 Vanguard Real Estate ETF shares in Q2 2026, an estimated $7.64K.
  • Vanguard Real Estate ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #437 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Vanguard Real Estate ETF position peaked at $40.1K in Q2 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.