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Cannon Financial Strategists’s Vanguard Real Estate ETF VNQ Stock Holding History

Cannon Financial Strategists’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 		$589K Buy
6,636
+47
+0.7% +$4.31K 0.08% 59
2025
Q4 		$583K Sell
6,589
-1,238
-16% -$111K 0.08% 56
2025
Q3 		$716K Buy
7,827
+1,563
+25% +$142K 0.1% 56
2025
Q2 		$558K Buy
6,264
+1,752
+39% +$155K 0.09% 60
2025
Q1 		$409K Buy
4,512
+1,281
+40% +$116K 0.07% 65
2024
Q4 		$288K Buy
3,231
+415
+15% +$39.2K 0.05% 75
2024
Q3 		$274K Buy
+2,816
New +$259K 0.05% 80
2024
Q2 		– Sell
-2,361
Closed -$204K – 96
2024
Q1 		$204K Sell
2,361
-380
-14% -$32.5K 0.04% 91
2023
Q4 		$242K Sell
2,741
-1,052
-28% -$83.4K 0.05% 80
2023
Q3 		$287K Sell
3,793
-751
-17% -$61.9K 0.07% 69
2023
Q2 		$380K Sell
4,544
-1,472
-24% -$121K 0.1% 64
2023
Q1 		$500K Buy
6,016
+655
+12% +$56.3K 0.17% 46
2022
Q4 		$442K Buy
5,361
+667
+14% +$55.3K 0.16% 47
2022
Q3 		$376K Buy
4,694
+54
+1% +$5.05K 0.15% 50
2022
Q2 		$423K Buy
4,640
+1,340
+41% +$134K 0.16% 52
2022
Q1 		$358K Sell
3,300
-667
-17% -$70.6K 0.13% 51
2021
Q4 		$460K Buy
3,967
+1,101
+38% +$120K 0.17% 45
2021
Q3 		$292K Sell
2,866
-22
-0.8% -$2.33K 0.11% 53
2021
Q2 		$294K Sell
2,888
-50
-2% -$4.96K 0.12% 51
2021
Q1 		$270K Sell
2,938
-276
-9% -$24.3K 0.12% 51
2020
Q4 		$273K Buy
3,214
+143
+5% +$11.9K 0.13% 51
2020
Q3 		$242K Buy
+3,071
New +$247K 0.13% 49
2020
Q1 		– Sell
-3,101
Closed -$288K – 52
2019
Q4 		$288K Hold
3,101
– – 0.19% 44
2019
Q3 		$289K Sell
3,101
-9,514
-75% -$864K 0.22% 42
2019
Q2 		$1.1M Sell
12,615
-252
-2% -$22.1K 0.93% 20
2019
Q1 		$1.12M Buy
+12,867
New +$1.06M 1% 20

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

Cannon Financial Strategists's VNQ Position: Q1 2026 in Review

Cannon Financial Strategists increased its Vanguard Real Estate ETF (VNQ) stake by 0.71% in Q1 2026, buying an estimated $4.31K and bringing the position to 6,636 shares worth $589K. The position accounts for 0.08% of the portfolio, ranked #59.

Cannon Financial Strategists first reported a position in VNQ in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.12M in Q1 2019. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Cannon Financial Strategists held 6,636 shares of Vanguard Real Estate ETF worth $589K as of Q1 2026.
  • Cannon Financial Strategists bought 47 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.31K.
  • Vanguard Real Estate ETF made up 0.08% of Cannon Financial Strategists's portfolio in Q1 2026, its #59 holding.
  • Cannon Financial Strategists first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 26 quarters since.
  • Cannon Financial Strategists's Vanguard Real Estate ETF position peaked at $1.12M in Q1 2019.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.