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Cascadia Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$3.02M Buy
+29,654
New +$3.15M 0.61% 45
2019
Q4 		$313K Buy
+3,376
New +$313K 0.09% 171

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cascadia Advisory Services's VNQ Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2021: 29,654 shares worth $3.02M. The stake represents 0.61% of the portfolio and ranks #45 among its holdings. This is a return to the name: Cascadia Advisory Services previously reported a position in VNQ as recently as Q4 2019.

Cascadia Advisory Services first reported a position in VNQ in Q4 2019 and has held it in 2 quarters since. 1,438 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Cascadia Advisory Services held 29,654 shares of Vanguard Real Estate ETF worth $3.02M as of Q3 2021.
  • Vanguard Real Estate ETF was a new Cascadia Advisory Services position in Q3 2021.
  • Vanguard Real Estate ETF made up 0.61% of Cascadia Advisory Services's portfolio in Q3 2021, its #45 holding.
  • Cascadia Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 2 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.