Capstone Wealth Management Group (Oregon)’s Vanguard Real Estate ETF VNQ Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$274K	Sell	2,843 -71	-2%	-$6.79K	0.17%	101
2026 Q1	$258K	Buy	2,914 +3	+0.1%	+$275	0.16%	104
2025 Q4	$258K	Sell	2,911 -354	-11%	-$31.8K	0.16%	104
2025 Q3	$298K	Buy	3,265 +569	+21%	+$51.6K	0.19%	88
2025 Q2	$240K	Buy	2,696 +19	+0.7%	+$1.68K	0.17%	90
2025 Q1	$242K	Sell	2,677 -24	-0.9%	-$2.18K	0.19%	83
2024 Q4	$241K	Buy	+2,701	New	+$255K	0.18%	85

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VNQ Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q2 2026, selling an estimated $6.79K and leaving 2,843 shares worth $274K. The position accounts for 0.17% of the portfolio, ranked #101.

Capstone Wealth Management Group (Oregon) first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 2,843 shares of Vanguard Real Estate ETF worth $274K as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 71 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.79K.
Vanguard Real Estate ETF made up 0.17% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #101 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Vanguard Real Estate ETF position peaked at $298K in Q3 2025.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.