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VNQ icon

CGC Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

CGC Financial 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 		$232K Hold
2,405
– – 0.05% 64
2026
Q1 		$213K Hold
2,405
– – 0.06% 57
2025
Q4 		$213K Hold
2,405
– – 0.06% 63
2025
Q3 		$220K Hold
2,405
– – 0.06% 59
2025
Q2 		$214K Hold
2,405
– – 0.07% 56
2025
Q1 		$218K Hold
2,405
– – 0.09% 51
2024
Q4 		$214K Sell
2,405
-1,045
-30% -$98.7K 0.09% 51
2024
Q3 		$336K Hold
3,450
– – 0.13% 35
2024
Q2 		$289K Hold
3,450
– – 0.13% 38
2024
Q1 		$298K Hold
3,450
– – 0.16% 38
2023
Q4 		$305K Hold
3,450
– – 0.14% 43
2023
Q3 		$261K Hold
3,450
– – 0.18% 36
2023
Q2 		$288K Buy
+3,450
New +$283K 0.19% 36

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

CGC Financial Services's VNQ Position: Q2 2026 in Review

CGC Financial Services held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,405 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #64.

CGC Financial Services first reported a position in VNQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $336K in Q3 2024. 571 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • CGC Financial Services held 2,405 shares of Vanguard Real Estate ETF worth $232K as of Q2 2026.
  • CGC Financial Services left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.05% of CGC Financial Services's portfolio in Q2 2026, its #64 holding.
  • CGC Financial Services first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Vanguard Real Estate ETF position peaked at $336K in Q3 2024.
  • 571 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.