Cascade Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Cascade Financial Partners’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	$3.1M	Buy	34,949 +526	+2%	+$48.2K	0.32%	64
2025 Q4	$3.05M	Sell	34,423 -1,337	-4%	-$120K	0.31%	64
2025 Q3	$3.27M	Sell	35,760 -868	-2%	-$78.7K	0.37%	55
2025 Q2	$3.26M	Sell	36,628 -3,398	-8%	-$300K	0.39%	52
2025 Q1	$3.62M	Sell	40,026 -8,535	-18%	-$775K	0.46%	44
2024 Q4	$4.33M	Sell	48,561 -702	-1%	-$66.3K	0.56%	32
2024 Q3	$4.72M	Buy	49,263 +58	+0.1%	+$5.34K	0.59%	31
2024 Q2	$4.12M	Sell	49,205 -478	-1%	-$39.5K	0.54%	33
2024 Q1	$4.06M	Buy	+49,683	New	+$4.24M	0.58%	34

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

Cascade Financial Partners's VNQ Position: Q1 2026 in Review

Cascade Financial Partners increased its Vanguard Real Estate ETF (VNQ) stake by 1.5% in Q1 2026, buying an estimated $48.2K and bringing the position to 34,949 shares worth $3.1M. The position accounts for 0.32% of the portfolio, ranked #64.

Cascade Financial Partners first reported a position in VNQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.72M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Cascade Financial Partners held 34,949 shares of Vanguard Real Estate ETF worth $3.1M as of Q1 2026.
Cascade Financial Partners bought 526 Vanguard Real Estate ETF shares in Q1 2026, an estimated $48.2K.
Vanguard Real Estate ETF made up 0.32% of Cascade Financial Partners's portfolio in Q1 2026, its #64 holding.
Cascade Financial Partners first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard Real Estate ETF position peaked at $4.72M in Q3 2024.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.