CX Institutional’s Vanguard Real Estate ETF VNQ Stock Holding History

CX Institutional’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 Q3	$130K	Sell	1,454 -27	-2%	-$2.62K	﹤0.01%	825
2026 Q2	$143K	Buy	1,481 +1,127	+318%	+$108K	﹤0.01%	808
2026 Q1	$31K	Sell	354 -473	-57%	-$43.4K	﹤0.01%	1048
2025 Q4	$73K	Buy	827 +590	+249%	+$53K	﹤0.01%	905
2025 Q3	$22K	Sell	237 -256	-52%	-$23.2K	﹤0.01%	1084
2025 Q2	$44K	Buy	493 +282	+134%	+$24.9K	﹤0.01%	877
2025 Q1	$19K	Buy	+211	New	+$19.2K	﹤0.01%	953
2023 Q4	–	Sell	-9,746	Closed	-$737K	–	573
2023 Q3	$737K	Sell	9,746 -5,464	-36%	-$451K	0.04%	287
2023 Q2	$1.27M	Buy	+15,210	New	+$1.25M	0.07%	247
2023 Q1	–	Sell	-37,661	Closed	-$3.11M	–	593
2022 Q4	$3.11M	Buy	37,661 +32,829	+679%	+$2.72M	0.19%	154
2022 Q3	$387K	Sell	4,832 -2,166	-31%	-$203K	0.03%	363
2022 Q2	$637K	Sell	6,998 -10,406	-60%	-$1.04M	0.05%	290
2022 Q1	$1.89M	Buy	+17,404	New	+$1.84M	0.15%	162
2021 Q4	–	Sell	-1,535	Closed	-$156K	–	877
2021 Q3	$156K	Sell	1,535 -34	-2%	-$3.61K	0.01%	379
2021 Q2	$160K	Sell	1,569 -813	-34%	-$80.6K	0.01%	367
2021 Q1	$219K	Sell	2,382 -1,702	-42%	-$150K	0.02%	300
2020 Q4	$347K	Sell	4,084 -366	-8%	-$30.4K	0.03%	255
2020 Q3	$351K	Buy	4,450 +616	+16%	+$49.5K	0.04%	225
2020 Q2	$301K	Buy	3,834 +366	+11%	+$27.7K	0.04%	222
2020 Q1	$242K	Sell	3,468 -219	-6%	-$19.2K	0.04%	218
2019 Q4	$342K	Sell	3,687 -22	-0.6%	-$2.04K	0.06%	170
2019 Q3	$346K	Buy	3,709 +119	+3%	+$10.8K	0.06%	185
2019 Q2	$314K	Buy	3,590 +1,671	+87%	+$146K	0.05%	190
2019 Q1	$167K	Buy	1,919 +1,381	+257%	+$114K	0.03%	226
2018 Q4	$40K	Sell	538 -570	-51%	-$44.9K	0.01%	278
2018 Q3	$89K	Buy	1,108 +728	+192%	+$60K	0.03%	153
2018 Q2	$31K	Buy	+380	New	+$29.4K	0.01%	179

Other funds holding VNQ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

CX Institutional's VNQ Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Real Estate ETF (VNQ) stake by 1.8% in Q3 2026, selling an estimated $2.62K and leaving 1,454 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

CX Institutional first reported a position in VNQ in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.11M in Q4 2022. 498 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

CX Institutional held 1,454 shares of Vanguard Real Estate ETF worth $130K as of Q3 2026.
CX Institutional sold 27 Vanguard Real Estate ETF shares in Q3 2026, an estimated $2.62K.
Vanguard Real Estate ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #825 holding.
CX Institutional first reported a position in Vanguard Real Estate ETF in Q2 2018 and has held it in 27 quarters since.
CX Institutional's Vanguard Real Estate ETF position peaked at $3.11M in Q4 2022.
498 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.