Cascade Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Cascade Investment 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
2026 Q2	$280K	Buy	2,905 +52	+2%	+$4.97K	0.16%	128
2026 Q1	$253K	Sell	2,853 -22	-0.8%	-$2.02K	0.17%	125
2025 Q4	$254K	Buy	2,875 +8	+0.3%	+$719	0.17%	117
2025 Q3	$262K	Hold	2,867	–	–	0.17%	120
2025 Q2	$255K	Buy	2,867 +54	+2%	+$4.76K	0.18%	116
2025 Q1	$255K	Hold	2,813	–	–	0.2%	109
2024 Q4	$251K	Sell	2,813 -33	-1%	-$3.12K	0.18%	122
2024 Q3	$277K	Sell	2,846 -53	-2%	-$4.88K	0.2%	112
2024 Q2	$243K	Buy	2,899 +402	+16%	+$33.2K	0.19%	112
2024 Q1	$216K	Buy	+2,497	New	+$213K	0.16%	133

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

Cascade Investment Group's VNQ Position: Q2 2026 in Review

Cascade Investment Group increased its Vanguard Real Estate ETF (VNQ) stake by 1.8% in Q2 2026, buying an estimated $4.97K and bringing the position to 2,905 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #128.

Cascade Investment Group first reported a position in VNQ in Q1 2024 and has held it in 10 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Cascade Investment Group held 2,905 shares of Vanguard Real Estate ETF worth $280K as of Q2 2026.
Cascade Investment Group bought 52 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.97K.
Vanguard Real Estate ETF made up 0.16% of Cascade Investment Group's portfolio in Q2 2026, its #128 holding.
Cascade Investment Group first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.