Cypress Wealth Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Cypress Wealth Services’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	$388K	Buy	4,029 +213	+6%	+$20.4K	0.05%	285
2026 Q1	$338K	Sell	3,816 -281	-7%	-$25.8K	0.05%	281
2025 Q4	$363K	Buy	+4,097	New	+$368K	0.05%	257
2021 Q2	–	Sell	-2,621	Closed	-$241K	–	308
2021 Q1	$241K	Sell	2,621 -362	-12%	-$31.8K	0.05%	246
2020 Q4	$253K	Buy	+2,983	New	+$247K	0.06%	230
2020 Q3	–	Sell	-10,914	Closed	-$876K	–	493
2020 Q2	$857K	Sell	10,914 -6,848	-39%	-$519K	0.2%	105
2020 Q1	$1.24M	Sell	17,762 -2,414	-12%	-$212K	0.37%	74
2019 Q4	$1.87M	Sell	20,176 -546	-3%	-$50.6K	0.47%	66
2019 Q3	$1.93M	Buy	20,722 +3,224	+18%	+$293K	0.53%	60
2019 Q2	$1.53M	Buy	17,498 +2,341	+15%	+$205K	0.44%	71
2019 Q1	$1.32M	Buy	15,157 +1,293	+9%	+$107K	0.42%	73
2018 Q4	$1.03M	Sell	13,864 -6,499	-32%	-$512K	0.41%	73
2018 Q3	$1.64M	Sell	20,363 -4,829	-19%	-$398K	0.59%	47
2018 Q2	$2.05M	Buy	25,192 +4,216	+20%	+$327K	0.78%	38
2018 Q1	$1.58M	Buy	20,976 +268	+1%	+$20.5K	0.68%	46
2017 Q4	$1.72M	Buy	+20,708	New	+$1.74M	0.71%	40

Other funds holding VNQ

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Cypress Wealth Services's VNQ Position: Q2 2026 in Review

Cypress Wealth Services increased its Vanguard Real Estate ETF (VNQ) stake by 5.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 4,029 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #285.

Cypress Wealth Services first reported a position in VNQ in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.05M in Q2 2018. 509 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Cypress Wealth Services held 4,029 shares of Vanguard Real Estate ETF worth $388K as of Q2 2026.
Cypress Wealth Services bought 213 Vanguard Real Estate ETF shares in Q2 2026, an estimated $20.4K.
Vanguard Real Estate ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #285 holding.
Cypress Wealth Services first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 16 quarters since.
Cypress Wealth Services's Vanguard Real Estate ETF position peaked at $2.05M in Q2 2018.
509 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.