CWM
VNQ icon

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

Cornerstone 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 		$1.44M Sell
14,966
-509
-3% -$48.6K 0.06% 269
2026
Q1 		$1.37M Sell
15,475
-883
-5% -$81K 0.07% 249
2025
Q4 		$1.45M Sell
16,358
-2,588
-14% -$233K 0.08% 221
2025
Q3 		$1.73M Sell
18,946
-557
-3% -$50.5K 0.1% 187
2025
Q2 		$1.74M Sell
19,503
-148
-0.8% -$13.1K 0.11% 168
2025
Q1 		$1.78M Sell
19,651
-50
-0.3% -$4.54K 0.12% 160
2024
Q4 		$1.75M Sell
19,701
-460
-2% -$43.5K 0.12% 158
2024
Q3 		$1.96M Sell
20,161
-1,209
-6% -$111K 0.14% 143
2024
Q2 		$1.79M Sell
21,370
-1,838
-8% -$152K 0.14% 142
2024
Q1 		$2.01M Sell
23,208
-52
-0.2% -$4.44K 0.16% 128
2023
Q4 		$2.06M Sell
23,260
-2,253
-9% -$179K 0.18% 121
2023
Q3 		$1.93M Sell
25,513
-901
-3% -$74.3K 0.18% 120
2023
Q2 		$2.21M Buy
26,414
+4,002
+18% +$328K 0.2% 116
2023
Q1 		$1.86M Buy
+22,412
New +$1.93M 0.18% 118
2022
Q3 		$1.85M Sell
23,131
-205
-0.9% -$19.2K 0.21% 101
2022
Q2 		$2.13M Sell
23,336
-324
-1% -$32.3K 0.24% 88
2022
Q1 		$2.56M Sell
23,660
-287
-1% -$30.4K 0.25% 80
2021
Q4 		$2.78M Buy
23,947
+62
+0.3% +$6.77K 0.26% 88
2021
Q3 		$2.43M Sell
23,885
-2,331
-9% -$247K 0.26% 93
2021
Q2 		$2.67M Sell
26,216
-3,339
-11% -$331K 0.28% 81
2021
Q1 		$2.71M Sell
29,555
-1,398
-5% -$123K 0.32% 72
2020
Q4 		$2.63M Sell
30,953
-2,352
-7% -$195K 0.33% 64
2020
Q3 		$2.63M Sell
33,305
-901
-3% -$72.3K 0.39% 50
2020
Q2 		$2.69M Sell
34,206
-1,813
-5% -$137K 0.43% 45
2020
Q1 		$2.52M Sell
36,019
-980
-3% -$86.1K 0.49% 40
2019
Q4 		$3.43M Buy
36,999
+178
+0.5% +$16.5K 0.56% 37
2019
Q3 		$3.43M Buy
36,821
+696
+2% +$63.2K 0.61% 34
2019
Q2 		$3.15M Sell
36,125
-904
-2% -$79.1K 0.57% 39
2019
Q1 		$4.1M Sell
37,029
-1,456
-4% -$120K 0.5% 40
2018
Q4 		$2.87M Sell
38,485
-3,221,883
-99% -$254M 0.61% 31
2018
Q3 		$39M Sell
3,260,368
-13,614
-0.4% -$1.12M 0.49% 42
2018
Q2 		$40.4M Buy
3,273,982
+3,225,976
+6,720% +$250M 0.46% 49
2018
Q1 		$3.57M Buy
48,006
+9,468
+25% +$725K 0.68% 25
2017
Q4 		$3.15M Sell
38,538
-507
-1% -$42.5K 0.59% 33
2017
Q3 		$3.27M Buy
39,045
+107
+0.3% +$8.94K 0.68% 27
2017
Q2 		$3.17M Buy
38,938
+1,516
+4% +$126K 0.71% 23
2017
Q1 		$3.1M Sell
37,422
-168
-0.4% -$13.9K 0.77% 25
2016
Q4 		$3.11M Sell
37,590
-3,444
-8% -$280K 1% 20
2016
Q3 		$3.44M Buy
+41,034
New +$3.66M 1.27% 16
2016
Q1 		$2.78M Buy
+32,082
New +$2.5M 2.11% 15

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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

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

Cornerstone Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 3.3% in Q2 2026, selling an estimated $48.6K and leaving 14,966 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #269.

Cornerstone Wealth Management first reported a position in VNQ in Q1 2016 and has held it in 40 quarters since. The position peaked at $40.4M in Q2 2018. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Cornerstone Wealth Management held 14,966 shares of Vanguard Real Estate ETF worth $1.44M as of Q2 2026.
  • Cornerstone Wealth Management sold 509 Vanguard Real Estate ETF shares in Q2 2026, an estimated $48.6K.
  • Vanguard Real Estate ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's Vanguard Real Estate ETF position peaked at $40.4M in Q2 2018.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.