CMA
VNQ icon

Cedar Mountain Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Cedar Mountain Advisors’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 		$35.7K Hold
370
– – 0.01% 231
2026
Q1 		$32.8K Buy
370
+4
+1% +$367 0.01% 208
2025
Q4 		$32.4K Buy
366
+3
+0.8% +$270 0.01% 146
2025
Q3 		$33.2K Sell
363
-1,033
-74% -$93.7K 0.01% 142
2025
Q2 		$124K Buy
1,396
+4
+0.3% +$353 0.03% 69
2025
Q1 		$126K Sell
1,392
-9
-0.6% -$817 0.03% 65
2024
Q4 		$125K Sell
1,401
-2,272
-62% -$215K 0.03% 65
2024
Q3 		$358K Sell
3,673
-514
-12% -$47.3K 0.08% 45
2024
Q2 		$351K Hold
4,187
– – 0.09% 37
2024
Q1 		$362K Sell
4,187
-6
-0.1% -$513 0.09% 37
2023
Q4 		$370K Buy
4,193
+346
+9% +$27.4K 0.1% 33
2023
Q3 		$291K Sell
3,847
-245
-6% -$20.2K 0.09% 34
2023
Q2 		$342K Sell
4,092
-14
-0.3% -$1.15K 0.1% 33
2023
Q1 		$341K Sell
4,106
-1,427
-26% -$123K 0.1% 34
2022
Q4 		$456K Buy
5,533
+45
+0.8% +$3.73K 0.14% 29
2022
Q3 		$440K Buy
5,488
+34
+0.6% +$3.18K 0.15% 28
2022
Q2 		$497K Hold
5,454
– – 0.17% 27
2022
Q1 		$591K Sell
5,454
-385
-7% -$40.7K 0.17% 25
2021
Q4 		$677K Sell
5,839
-372
-6% -$40.6K 0.21% 22
2021
Q3 		$632K Sell
6,211
-2,026
-25% -$215K 0.21% 21
2021
Q2 		$838K Sell
8,237
-57,961
-88% -$5.75M 0.28% 19
2021
Q1 		$6.08M Buy
66,198
+2,225
+3% +$196K 2.06% 11
2020
Q4 		$5.43M Sell
63,973
-983
-2% -$81.5K 1.94% 11
2020
Q3 		$5.13M Sell
64,956
-3,041
-4% -$244K 2.08% 11
2020
Q2 		$5.34M Sell
67,997
-4,305
-6% -$326K 2.31% 11
2020
Q1 		$5.05M Buy
72,302
+6,577
+10% +$578K 2.53% 10
2019
Q4 		$6.1M Buy
+65,725
New +$6.09M 2.46% 10

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cedar Mountain Advisors's VNQ Position: Q2 2026 in Review

Cedar Mountain Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 370 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #231.

Cedar Mountain Advisors first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.1M in Q4 2019. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Cedar Mountain Advisors held 370 shares of Vanguard Real Estate ETF worth $35.7K as of Q2 2026.
  • Cedar Mountain Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #231 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Vanguard Real Estate ETF position peaked at $6.1M in Q4 2019.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.