CIA
VNQ icon

Cape Investment Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Cape Investment 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
Q2 		$138K Buy
+1,434
New +$137K 0.04% 290
2026
Q1 		– Sell
-1,458
Closed -$129K – 1183
2025
Q4 		$129K Buy
1,458
+1,199
+463% +$108K 0.04% 258
2025
Q3 		$23.7K Sell
259
-1,173
-82% -$106K 0.02% 300
2025
Q2 		$128K Sell
1,432
-738
-34% -$65.1K 0.05% 232
2025
Q1 		$197K Buy
2,170
+6
+0.3% +$545 0.08% 179
2024
Q4 		$193K Buy
2,164
+750
+53% +$70.9K 0.08% 174
2024
Q3 		$138K Hold
1,414
– – 0.06% 208
2024
Q2 		$118K Hold
1,414
– – 0.05% 213
2024
Q1 		$122K Buy
1,414
+932
+193% +$79.6K 0.06% 195
2023
Q4 		$42.6K Sell
482
-1,248
-72% -$98.9K 0.02% 374
2023
Q3 		$131K Buy
1,730
+1,400
+424% +$115K 0.07% 183
2023
Q2 		$27.6K Hold
330
– – 0.02% 387
2023
Q1 		$27.4K Buy
+330
New +$28.4K 0.02% 371

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

Cape Investment Advisory's VNQ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 1,434 shares worth $138K. The stake represents 0.04% of the portfolio and ranks #290 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VNQ as recently as Q4 2025.

Cape Investment Advisory first reported a position in VNQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $197K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Cape Investment Advisory held 1,434 shares of Vanguard Real Estate ETF worth $138K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Cape Investment Advisory position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #290 holding.
  • Cape Investment Advisory first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Vanguard Real Estate ETF position peaked at $197K in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.