Cypress Wealth Services
VNQ icon

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
Q3 		$298K Sell
3,314
-715
-18% -$69.3K 0.04% 338
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Vista Capital Partners
Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

Cypress Wealth Services's VNQ Position: Q3 2026 in Review

Cypress Wealth Services reduced its Vanguard Real Estate ETF (VNQ) stake by 18% in Q3 2026, selling an estimated $69.3K and leaving 3,314 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #338.

Cypress Wealth Services first reported a position in VNQ in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.05M in Q2 2018. 1,168 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Cypress Wealth Services held 3,314 shares of Vanguard Real Estate ETF worth $298K as of Q3 2026.
  • Cypress Wealth Services sold 715 Vanguard Real Estate ETF shares in Q3 2026, an estimated $69.3K.
  • Vanguard Real Estate ETF made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #338 holding.
  • Cypress Wealth Services first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 17 quarters since.
  • Cypress Wealth Services's Vanguard Real Estate ETF position peaked at $2.05M in Q2 2018.
  • 1,168 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.