CI
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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
Q2 		$143K Buy
1,481
+1,127
+318% +$108K ﹤0.01% 807
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

CX Institutional's VNQ Position: Q2 2026 in Review

CX Institutional increased its Vanguard Real Estate ETF (VNQ) stake by 318% in Q2 2026, buying an estimated $108K and bringing the position to 1,481 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

CX Institutional first reported a position in VNQ in Q2 2018 and has held it in 26 quarters since. The position peaked at $3.11M in Q4 2022. 509 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • CX Institutional held 1,481 shares of Vanguard Real Estate ETF worth $143K as of Q2 2026.
  • CX Institutional bought 1,127 Vanguard Real Estate ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Real Estate ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #807 holding.
  • CX Institutional first reported a position in Vanguard Real Estate ETF in Q2 2018 and has held it in 26 quarters since.
  • CX Institutional's Vanguard Real Estate ETF position peaked at $3.11M in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.