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Caprock Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Caprock Group’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
2025
Q1 		$228K Buy
+2,520
New +$229K 0.01% 962
2017
Q2 		– Sell
-12,725
Closed -$1.05M – 471
2017
Q1 		$1.05M Buy
12,725
+3,708
+41% +$308K 0.25% 73
2016
Q4 		$744K Buy
9,017
+6,539
+264% +$533K 0.19% 111
2016
Q3 		$215K Buy
+2,478
New +$221K 0.05% 316

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caprock Group's VNQ Position: Q1 2025 in Review

Caprock Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2025: 2,520 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Caprock Group previously reported a position in VNQ as recently as Q1 2017.

Caprock Group first reported a position in VNQ in Q3 2016 and has held it in 4 quarters since. The position peaked at $1.05M in Q1 2017. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Caprock Group held 2,520 shares of Vanguard Real Estate ETF worth $228K as of Q1 2025.
  • Vanguard Real Estate ETF was a new Caprock Group position in Q1 2025.
  • Vanguard Real Estate ETF made up 0.01% of Caprock Group's portfolio in Q1 2025, its #962 holding.
  • Caprock Group first reported a position in Vanguard Real Estate ETF in Q3 2016 and has held it in 4 quarters since.
  • Caprock Group's Vanguard Real Estate ETF position peaked at $1.05M in Q1 2017.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.