CSPIA
VNQ icon

Cary Street Partners Investment Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Cary Street Partners 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 		$15.4K Sell
160
-4
-2% -$382 ﹤0.01% 674
2026
Q1 		$14.5K Hold
164
– – ﹤0.01% 619
2025
Q4 		$14.5K Sell
164
-26
-14% -$2.34K ﹤0.01% 599
2025
Q3 		$17.4K Buy
+190
New +$17.2K 0.01% 519
2024
Q4 		– Sell
-3,825
Closed -$373K – 767
2024
Q3 		$373K Sell
3,825
-107
-3% -$9.85K 0.01% 562
2024
Q2 		$329K Sell
3,932
-8
-0.2% -$661 0.01% 570
2024
Q1 		$341K Sell
3,940
-682
-15% -$58.3K 0.01% 534
2023
Q4 		$408K Sell
4,622
-369
-7% -$29.2K 0.02% 460
2023
Q3 		$378K Sell
4,991
-477
-9% -$39.3K 0.02% 438
2023
Q2 		$457K Sell
5,468
-15,477
-74% -$1.27M 0.03% 373
2023
Q1 		$1.74M Sell
20,945
-204
-1% -$17.5K 0.13% 182
2022
Q4 		$1.74M Sell
21,149
-70
-0.3% -$5.8K 0.13% 181
2022
Q3 		$1.7M Buy
21,219
+2,213
+12% +$207K 0.14% 166
2022
Q2 		$1.73M Buy
19,006
+16,365
+620% +$1.63M 0.15% 157
2022
Q1 		$286K Sell
2,641
-141
-5% -$14.9K 0.08% 217
2021
Q4 		$323K Sell
2,782
-331
-11% -$36.2K 0.09% 200
2021
Q3 		$317K Buy
+3,113
New +$330K 0.1% 183
2021
Q2 		– Sell
-2,209
Closed -$203K – 345
2021
Q1 		$203K Sell
2,209
-425
-16% -$37.4K 0.08% 207
2020
Q4 		$224K Sell
2,634
-164
-6% -$13.6K 0.04% 309
2020
Q3 		$221K Sell
2,798
-1,883
-40% -$151K 0.05% 246
2020
Q2 		$367K Sell
4,681
-2,209
-32% -$167K 0.52% 58
2020
Q1 		$481K Sell
6,890
-463
-6% -$40.7K 1.12% 25
2019
Q4 		$682K Buy
+7,353
New +$681K 0.75% 38
2018
Q4 		$274K Buy
+3,678
New +$290K 0.27% 72

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's VNQ Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q2 2026, selling an estimated $382 and leaving 160 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Cary Street Partners Investment Advisory first reported a position in VNQ in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.74M in Q4 2022. 1,387 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Cary Street Partners Investment Advisory held 160 shares of Vanguard Real Estate ETF worth $15.4K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 4 Vanguard Real Estate ETF shares in Q2 2026, an estimated $382.
  • Vanguard Real Estate ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #674 holding.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Vanguard Real Estate ETF position peaked at $1.74M in Q4 2022.
  • 1,387 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.