Capital Square’s Vanguard Real Estate ETF VNQ Stock Holding History

Capital Square’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	$324K	Buy	3,396 +1,054	+45%	+$96.6K	0.15%	151
2025 Q4	$207K	Sell	2,342 -162	-6%	-$14.6K	0.11%	199
2025 Q3	$229K	Buy	2,504 +63	+3%	+$5.71K	0.12%	168
2025 Q2	$219K	Buy	2,441 +20	+0.8%	+$1.76K	0.12%	173
2025 Q1	$219K	Buy	2,421 +166	+7%	+$15.1K	0.13%	163
2024 Q4	$205K	Buy	2,255 +161	+8%	+$15.2K	0.12%	167
2024 Q3	$204K	Buy	+2,094	New	+$193K	0.12%	149
2020 Q2	–	Sell	-3,410	Closed	-$238K	–	284
2020 Q1	$238K	Sell	3,410 -430	-11%	-$37.8K	0.28%	99
2019 Q4	$356K	Buy	+3,840	New	+$356K	0.34%	86

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital Square's VNQ Position: Q1 2026 in Review

Capital Square increased its Vanguard Real Estate ETF (VNQ) stake by 45% in Q1 2026, buying an estimated $96.6K and bringing the position to 3,396 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #151.

Capital Square first reported a position in VNQ in Q4 2019 and has held it in 9 quarters since. The position peaked at $356K in Q4 2019. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Capital Square held 3,396 shares of Vanguard Real Estate ETF worth $324K as of Q1 2026.
Capital Square bought 1,054 Vanguard Real Estate ETF shares in Q1 2026, an estimated $96.6K.
Vanguard Real Estate ETF made up 0.15% of Capital Square's portfolio in Q1 2026, its #151 holding.
Capital Square first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 9 quarters since.
Capital Square's Vanguard Real Estate ETF position peaked at $356K in Q4 2019.
1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.