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 Q3	–	Sell	-3,272	Closed	-$318K	–	260
2026 Q2	$318K	Sell	3,272 -124	-4%	-$11.9K	0.14%	160
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%	+$5.72K	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

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Capital Square's VNQ Position: Q3 2026 in Review

Capital Square sold out of Vanguard Real Estate ETF (VNQ) in Q3 2026, closing a stake of 3,272 shares — an estimated $318K sold.

Capital Square first reported a position in VNQ in Q4 2019 and held it in 10 quarters. The position peaked at $356K in Q4 2019. 721 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Capital Square reported no remaining Vanguard Real Estate ETF position as of Q3 2026 after selling out during the quarter.
Capital Square sold 3,272 Vanguard Real Estate ETF shares in Q3 2026, an estimated $318K.
Capital Square first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 10 quarters.
Capital Square's Vanguard Real Estate ETF position peaked at $356K in Q4 2019.
721 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.