CWM
VNQ icon

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

CMH 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 		$6.61M Buy
68,560
+3,259
+5% +$311K 1.01% 36
2026
Q1 		$5.79M Buy
65,301
+17,984
+38% +$1.65M 0.99% 36
2025
Q4 		$4.19M Buy
47,317
+319
+0.7% +$28.7K 0.9% 41
2025
Q3 		$4.3M Sell
46,998
-242
-0.5% -$22K 0.92% 43
2025
Q2 		$4.21M Sell
47,240
-2,283
-5% -$201K 0.98% 41
2025
Q1 		$4.48M Buy
49,523
+1,113
+2% +$101K 1.12% 38
2024
Q4 		$4.31M Buy
48,410
+1,133
+2% +$107K 0.99% 39
2024
Q3 		$4.64M Buy
47,277
+184
+0.4% +$16.9K 1.09% 40
2024
Q2 		$3.99M Buy
47,093
+417
+0.9% +$34.4K 0.98% 40
2024
Q1 		$4.04M Sell
46,676
-2,060
-4% -$176K 1.03% 41
2023
Q4 		$4.31M Buy
48,736
+1,634
+3% +$130K 1.04% 38
2023
Q3 		$3.6M Buy
47,102
+1,268
+3% +$105K 1.01% 37
2023
Q2 		$3.83M Buy
45,834
+1,353
+3% +$111K 1.03% 37
2023
Q1 		$3.69M Buy
44,481
+458
+1% +$39.4K 1.07% 39
2022
Q4 		$3.63M Buy
+44,023
New +$3.65M 1.17% 39
2020
Q1 		– Sell
-33,962
Closed -$3.15M – 59
2019
Q4 		$3.15M Buy
33,962
+670
+2% +$62K 1.62% 24
2019
Q3 		$3.1M Buy
33,292
+255
+0.8% +$23.1K 1.76% 21
2019
Q2 		$2.89M Sell
33,037
-1,835
-5% -$161K 1.69% 26
2019
Q1 		$3.03M Buy
34,872
+390
+1% +$32.2K 1.84% 20
2018
Q4 		$2.57M Sell
34,482
-930
-3% -$73.3K 1.55% 22
2018
Q3 		$2.83M Buy
35,412
+3,585
+11% +$295K 1.48% 21
2018
Q2 		$2.58M Buy
31,827
+2,435
+8% +$189K 1.47% 20
2018
Q1 		$2.19M Buy
29,392
+845
+3% +$64.7K 1.48% 23
2017
Q4 		$2.36M Sell
28,547
-185
-0.6% -$15.5K 1.56% 18
2017
Q3 		$2.38M Sell
28,732
-290
-1% -$24.2K 1.77% 16
2017
Q2 		$2.42M Sell
29,022
-7,614
-21% -$635K 1.93% 14
2017
Q1 		$3.09M Sell
36,636
-730
-2% -$60.6K 2.42% 13
2016
Q4 		$3.11M Buy
+37,366
New +$3.04M 2.72% 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

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

CMH Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 5% in Q2 2026, buying an estimated $311K and bringing the position to 68,560 shares worth $6.61M. The position accounts for 1.01% of the portfolio, ranked #36.

CMH Wealth Management first reported a position in VNQ in Q4 2016 and has held it in 28 quarters since. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • CMH Wealth Management held 68,560 shares of Vanguard Real Estate ETF worth $6.61M as of Q2 2026.
  • CMH Wealth Management bought 3,259 Vanguard Real Estate ETF shares in Q2 2026, an estimated $311K.
  • Vanguard Real Estate ETF made up 1.01% of CMH Wealth Management's portfolio in Q2 2026, its #36 holding.
  • CMH Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 28 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.