CWA
VNQ icon

Cascade Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Cascade Wealth Advisors’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
Q2 		– Sell
-2,500
Closed -$214K – 60
2025
Q1 		$214K Sell
2,500
-1,690
-40% -$153K 0.15% 41
2024
Q4 		$373K Sell
4,190
-488
-10% -$46.1K 0.25% 36
2024
Q3 		$456K Sell
4,678
-262
-5% -$24.1K 0.33% 35
2024
Q2 		$435K Sell
4,940
-6,211
-56% -$513K 0.32% 35
2024
Q1 		$911K Buy
+11,151
New +$953K 0.77% 29

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Wealth Advisors's VNQ Position: Q2 2025 in Review

Cascade Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,500 shares — an estimated $214K sold.

Cascade Wealth Advisors first reported a position in VNQ in Q1 2024 and held it in 5 quarters. The position peaked at $911K in Q1 2024. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Cascade Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Cascade Wealth Advisors sold 2,500 Vanguard Real Estate ETF shares in Q2 2025, an estimated $214K.
  • Cascade Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2024 and held it in 5 quarters.
  • Cascade Wealth Advisors's Vanguard Real Estate ETF position peaked at $911K in Q1 2024.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Cascade Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.