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

Cladis Investment Advisory’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 Q1	$567K	Hold	6,390	–	–	0.31%	92
2025 Q4	$565K	Buy	6,390 +1,000	+19%	+$89.9K	0.31%	89
2025 Q3	$493K	Sell	5,390 -123	-2%	-$11.2K	0.28%	91
2025 Q2	$491K	Buy	5,513 +2	+0%	+$176	0.31%	89
2025 Q1	$499K	Buy	5,511 +2	+0%	+$182	0.36%	78
2024 Q4	$491K	Buy	+5,509	New	+$521K	0.35%	81
2024 Q3	–	Sell	-3,352	Closed	-$281K	–	146
2024 Q2	$281K	Hold	3,352	–	–	0.2%	105
2024 Q1	$290K	Buy	3,352 +1,102	+49%	+$94.2K	0.21%	109
2023 Q4	$199K	Buy	+2,250	New	+$178K	0.16%	133
2023 Q2	–	Sell	-2,543	Closed	-$211K	–	145
2023 Q1	$211K	Sell	2,543 -184	-7%	-$15.8K	0.19%	125
2022 Q4	$225K	Buy	+2,727	New	+$226K	0.22%	112
2022 Q2	–	Sell	-2,000	Closed	-$217K	–	149
2022 Q1	$217K	Sell	2,000 -1,403	-41%	-$148K	0.18%	135
2021 Q4	$395K	Buy	+3,403	New	+$372K	0.32%	94

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cladis Investment Advisory's VNQ Position: Q1 2026 in Review

Cladis Investment Advisory held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 6,390 shares worth $567K. The position accounts for 0.31% of the portfolio, ranked #92.

Cladis Investment Advisory first reported a position in VNQ in Q4 2021 and has held it in 13 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Cladis Investment Advisory held 6,390 shares of Vanguard Real Estate ETF worth $567K as of Q1 2026.
Cladis Investment Advisory left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up 0.31% of Cladis Investment Advisory's portfolio in Q1 2026, its #92 holding.
Cladis Investment Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 13 quarters since.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.