Cassaday & Co Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Cassaday & Co Wealth Management’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	$5.64M	Sell	63,615 -1,533	-2%	-$141K	0.12%	43
2025 Q4	$5.76M	Buy	65,148 +10,359	+19%	+$931K	0.12%	43
2025 Q3	$5.01M	Sell	54,789 -413	-0.7%	-$37.5K	0.12%	45
2025 Q2	$4.92M	Buy	55,202 +20,912	+61%	+$1.84M	0.12%	45
2025 Q1	$3.1M	Sell	34,290 -3,852	-10%	-$350K	0.09%	50
2024 Q4	$3.4M	Buy	38,142 +20,316	+114%	+$1.92M	0.09%	47
2024 Q3	$1.74M	Sell	17,826 -60	-0.3%	-$5.53K	0.05%	80
2024 Q2	$1.5M	Buy	17,886 +2,879	+19%	+$238K	0.05%	81
2024 Q1	$1.3M	Sell	15,007 -375	-2%	-$32K	0.04%	85
2023 Q4	$1.36M	Buy	+15,382	New	+$1.22M	0.05%	82

Other funds holding VNQ

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wealthfront Advisers

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

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 $1.47T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return