Cedar Mountain Advisors
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
Q3 		$33.2K Hold
370
– – 0.01% 219
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

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Seven Post Investment Office
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Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Cedar Mountain Advisors's VNQ Position: Q3 2026 in Review

Cedar Mountain Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 370 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #219.

Cedar Mountain Advisors first reported a position in VNQ in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.1M in Q4 2019. 678 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Cedar Mountain Advisors held 370 shares of Vanguard Real Estate ETF worth $33.2K as of Q3 2026.
  • Cedar Mountain Advisors left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
  • Vanguard Real Estate ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #219 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Vanguard Real Estate ETF position peaked at $6.1M in Q4 2019.
  • 678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.