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Cassady Wealth & Retirement Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Cassady Wealth & Retirement Planning’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 		– Sell
-2,353
Closed -$227K – 105
2026
Q1 		$227K Buy
2,353
+10
+0.4% +$917 0.12% 97
2025
Q4 		$207K Buy
+2,343
New +$211K 0.14% 94

Other funds holding VNQ

Empower Advisory Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Cassady Wealth & Retirement Planning's VNQ Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 2,353 shares — an estimated $227K sold.

Cassady Wealth & Retirement Planning first reported a position in VNQ in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2026. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Cassady Wealth & Retirement Planning reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Cassady Wealth & Retirement Planning sold 2,353 Vanguard Real Estate ETF shares in Q2 2026, an estimated $227K.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard Real Estate ETF in Q4 2025 and held it in 2 quarters.
  • Cassady Wealth & Retirement Planning's Vanguard Real Estate ETF position peaked at $227K in Q1 2026.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.