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VNQ icon

Causey Wealth LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Causey Wealth LLC’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 		$1.13M Sell
11,682
-66
-0.6% -$6.31K 0.44% 36
2026
Q1 		$1.04M Buy
11,748
+109
+0.9% +$9.99K 0.44% 36
2025
Q4 		$1.03M Sell
11,639
-220
-2% -$19.8K 0.47% 38
2025
Q3 		$1.08M Buy
11,859
+81
+0.7% +$7.35K 0.53% 37
2025
Q2 		$1.05M Sell
11,778
-28
-0.2% -$2.47K 0.54% 36
2025
Q1 		$1.07M Buy
11,806
+457
+4% +$41.5K 0.6% 35
2024
Q4 		$1.01M Buy
+11,349
New +$1.07M 0.59% 36

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
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

Causey Wealth LLC's VNQ Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard Real Estate ETF (VNQ) stake by 0.56% in Q2 2026, selling an estimated $6.31K and leaving 11,682 shares worth $1.13M. The position accounts for 0.44% of the portfolio, ranked #36.

Causey Wealth LLC first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Causey Wealth LLC held 11,682 shares of Vanguard Real Estate ETF worth $1.13M as of Q2 2026.
  • Causey Wealth LLC sold 66 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.31K.
  • Vanguard Real Estate ETF made up 0.44% of Causey Wealth LLC's portfolio in Q2 2026, its #36 holding.
  • Causey Wealth LLC first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.