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Cherrydale Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Cherrydale Wealth Management’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 		$4.16M Buy
43,134
+710
+2% +$67.9K 1.09% 14
2026
Q1 		$3.76M Sell
42,424
-138
-0.3% -$12.7K 1.16% 13
2025
Q4 		$3.77M Sell
42,562
-467
-1% -$42K 1.14% 14
2025
Q3 		$3.93M Sell
43,029
-1,664
-4% -$151K 1.24% 14
2025
Q2 		$3.98M Buy
44,693
+886
+2% +$78.1K 1.38% 11
2025
Q1 		$3.97M Sell
43,807
-3,280
-7% -$298K 1.57% 11
2024
Q4 		$4.19M Buy
47,087
+2,304
+5% +$218K 1.62% 11
2024
Q3 		$4.36M Buy
44,783
+133
+0.3% +$12.2K 1.78% 10
2024
Q2 		$3.74M Sell
44,650
-1,320
-3% -$109K 1.64% 10
2024
Q1 		$3.98M Sell
45,970
-1,616
-3% -$138K 1.86% 10
2023
Q4 		$4.2M Buy
47,586
+2,134
+5% +$169K 2.19% 8
2023
Q3 		$3.44M Buy
45,452
+14,656
+48% +$1.21M 2.05% 10
2023
Q2 		$2.57M Buy
30,796
+11,932
+63% +$978K 1.8% 10
2023
Q1 		$1.57M Sell
18,864
-259
-1% -$22.3K 1.19% 11
2022
Q4 		$1.58M Buy
19,123
+4,679
+32% +$388K 1.31% 10
2022
Q3 		$1.16M Buy
+14,444
New +$1.35M 1.07% 12

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Cherrydale Wealth Management's VNQ Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q2 2026, buying an estimated $67.9K and bringing the position to 43,134 shares worth $4.16M. The position accounts for 1.09% of the portfolio, ranked #14.

Cherrydale Wealth Management first reported a position in VNQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.36M in Q3 2024. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Cherrydale Wealth Management held 43,134 shares of Vanguard Real Estate ETF worth $4.16M as of Q2 2026.
  • Cherrydale Wealth Management bought 710 Vanguard Real Estate ETF shares in Q2 2026, an estimated $67.9K.
  • Vanguard Real Estate ETF made up 1.09% of Cherrydale Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Cherrydale Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • Cherrydale Wealth Management's Vanguard Real Estate ETF position peaked at $4.36M in Q3 2024.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.