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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
2020
Q4 		– Sell
-2,895
Closed -$229K – 508
2020
Q3 		$229K Buy
+2,895
New +$232K 0.06% 227

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

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.