Skip to content
Disclosery

Cassaday & Co Wealth Management LLC: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on VNQ, newest first. How the timeline and the estimate are built.

Cassaday & Co Wealth Management LLC held 63,575 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,575 shares
    Change vs previous 13F -40 shares

    0.12% of the 13F portfolio, value $6,130,538.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,615 shares
    Change vs previous 13F -1,533 shares

    0.12% of the 13F portfolio, value $5,642,651.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 65,148 shares
    Change vs previous 13F +10,359 shares

    0.12% of the 13F portfolio, value $5,764,947.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,789 shares
    Change vs previous 13F -413 shares

    0.12% of the 13F portfolio, value $5,008,811.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,202 shares
    Change vs previous 13F +20,912 shares

    0.12% of the 13F portfolio, value $4,916,291.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,290 shares
    Change vs previous 13F -3,852 shares

    0.09% of the 13F portfolio, value $3,104,617.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,142 shares
    Change vs previous 13F +20,316 shares

    0.09% of the 13F portfolio, value $3,397,690.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,826 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,736,609.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).