Cavalier Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

Cavalier Investments’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	$5.42M	Buy	+56,240	New	+$5.37M	0.23%	41
2023 Q1	–	Sell	-16,957	Closed	-$1.4M	–	103
2022 Q4	$1.4M	Sell	16,957 -2,043	-11%	-$169K	0.5%	43
2022 Q3	$1.52M	Buy	+19,000	New	+$1.78M	0.55%	44
2022 Q1	–	Sell	-3,342	Closed	-$388K	–	104
2021 Q4	$388K	Buy	3,342 +1,032	+45%	+$113K	0.1%	97
2021 Q3	$235K	Hold	2,310	–	–	0.07%	96
2021 Q2	$235K	Buy	+2,310	New	+$229K	0.08%	93
2016 Q3	–	Sell	-11,272	Closed	-$999K	–	169
2016 Q2	$999K	Hold	11,272	–	–	0.58%	35
2016 Q1	$945K	Sell	11,272 -1,533	-12%	-$119K	0.54%	36
2015 Q4	$1.02M	Buy	+12,805	New	+$1.01M	0.61%	29

Other funds holding VNQ

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Cavalier Investments's VNQ Position: Q2 2026 in Review

Cavalier Investments opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 56,240 shares worth $5.42M. The stake represents 0.23% of the portfolio and ranks #41 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in VNQ as recently as Q4 2022.

Cavalier Investments first reported a position in VNQ in Q4 2015 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Cavalier Investments held 56,240 shares of Vanguard Real Estate ETF worth $5.42M as of Q2 2026.
Vanguard Real Estate ETF was a new Cavalier Investments position in Q2 2026.
Vanguard Real Estate ETF made up 0.23% of Cavalier Investments's portfolio in Q2 2026, its #41 holding.
Cavalier Investments first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 9 quarters since.
1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.