CFP
VNQ icon

Cypress Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Cypress Financial Planning’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 		$19M Buy
197,512
+1,829
+0.9% +$175K 4.61% 8
2026
Q1 		$17.4M Buy
195,683
+4,812
+3% +$441K 4.79% 8
2025
Q4 		$17M Sell
190,871
-68,140
-26% -$6.12M 4.7% 8
2025
Q3 		$23.7M Buy
259,011
+8,421
+3% +$764K 7.22% 6
2025
Q2 		$22.3M Buy
250,590
+10,874
+5% +$959K 7.28% 6
2025
Q1 		$21.7M Buy
239,716
+11,888
+5% +$1.08M 7.75% 6
2024
Q4 		$20.3M Buy
227,828
+12,726
+6% +$1.2M 7.45% 6
2024
Q3 		$21M Buy
215,102
+65,217
+44% +$6.01M 7.75% 6
2024
Q2 		$12.6M Buy
149,885
+16,139
+12% +$1.33M 5.19% 7
2024
Q1 		$11.6M Buy
133,746
+54,970
+70% +$4.7M 5.29% 7
2023
Q4 		$6.84M Sell
78,776
-35,276
-31% -$2.8M 6.21% 6
2023
Q3 		$8.63M Buy
114,052
+8,473
+8% +$699K 4.93% 7
2023
Q2 		$8.91M Buy
105,579
+11,039
+12% +$904K 5.04% 7
2023
Q1 		$7.79M Buy
94,540
+9,982
+12% +$858K 4.74% 7
2022
Q4 		$6.98M Buy
84,558
+5,535
+7% +$459K 4.66% 7
2022
Q3 		$6.33M Buy
79,023
+6,437
+9% +$602K 4.5% 7
2022
Q2 		$6.61M Buy
+72,586
New +$7.24M 4.53% 7

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Cypress Financial Planning's VNQ Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Real Estate ETF (VNQ) stake by 0.93% in Q2 2026, buying an estimated $175K and bringing the position to 197,512 shares worth $19M. The position accounts for 4.61% of the portfolio, ranked #8.

Cypress Financial Planning first reported a position in VNQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.7M in Q3 2025. 1,802 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Cypress Financial Planning held 197,512 shares of Vanguard Real Estate ETF worth $19M as of Q2 2026.
  • Cypress Financial Planning bought 1,829 Vanguard Real Estate ETF shares in Q2 2026, an estimated $175K.
  • Vanguard Real Estate ETF made up 4.61% of Cypress Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Cypress Financial Planning first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Cypress Financial Planning's Vanguard Real Estate ETF position peaked at $23.7M in Q3 2025.
  • 1,802 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.