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

CBIZ Investment 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
2026 Q2	$210K	Hold	2,367	–	–	0.01%	46
2026 Q1	$210K	Buy	2,367 +2	+0.1%	+$183	0.01%	46
2025 Q4	$209K	Sell	2,365 -373	-14%	-$33.5K	0.01%	54
2025 Q3	$250K	Buy	2,738 +77	+3%	+$6.98K	0.01%	46
2025 Q2	$237K	Sell	2,661 -196	-7%	-$17.3K	0.01%	48
2025 Q1	$259K	Buy	2,857 +20	+0.7%	+$1.81K	0.01%	45
2024 Q4	$253K	Sell	2,837 -74	-3%	-$6.99K	0.01%	47
2024 Q3	$286K	Buy	2,911 +24	+0.8%	+$2.21K	0.01%	41
2024 Q2	$245K	Hold	2,887	–	–	0.01%	43
2024 Q1	$250K	Buy	2,887 +18	+0.6%	+$1.54K	0.02%	41
2023 Q4	$253K	Buy	+2,869	New	+$227K	0.02%	40

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

CBIZ Investment Advisory Services's VNQ Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,367 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #46.

CBIZ Investment Advisory Services first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $286K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

CBIZ Investment Advisory Services held 2,367 shares of Vanguard Real Estate ETF worth $210K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #46 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
CBIZ Investment Advisory Services's Vanguard Real Estate ETF position peaked at $286K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.