Bank Julius Baer & Co
VNQ icon

Bank Julius Baer & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Bank Julius Baer & Co’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
Q1 		$2.49M Sell
28,060
-676
-2% -$62K 0.01% 292
2025
Q4 		$2.54M Buy
28,736
+351
+1% +$31.5K 0.01% 293
2025
Q3 		$2.59M Buy
28,385
+67
+0.2% +$6.08K 0.01% 306
2025
Q2 		$2.52M Buy
28,318
+79
+0.3% +$6.97K 0.01% 289
2025
Q1 		$2.56M Buy
28,239
+2,633
+10% +$239K 0.01% 275
2024
Q4 		$2.52M Buy
25,606
+1,752
+7% +$166K 0.01% 264
2024
Q3 		$2.75M Buy
+23,854
New +$2.2M 0.01% 244
2024
Q2 		– Sell
-28,500
Closed -$2.46M – 545
2024
Q1 		$2.46M Sell
28,500
-343
-1% -$29.3K 0.01% 218
2023
Q4 		$2.55M Buy
28,843
+77
+0.3% +$6.1K 0.01% 231
2023
Q3 		$2.18M Buy
28,766
+944
+3% +$77.8K 0.01% 203
2023
Q2 		$2.33M Sell
27,822
-81
-0.3% -$6.64K 0.01% 203
2023
Q1 		$2.32M Sell
27,903
-2,239
-7% -$192K 0.01% 202
2022
Q4 		$2.49M Buy
30,142
+1,024
+4% +$84.9K 0.02% 199
2022
Q3 		$2.33M Sell
29,118
-855
-3% -$79.9K 0.02% 192
2022
Q2 		$2.73M Buy
29,973
+9,698
+48% +$967K 0.02% 192
2022
Q1 		$2.2M Buy
+20,275
New +$2.15M 0.01% 218
2021
Q4 		– Sell
-10,400
Closed -$1.06M – 897
2021
Q3 		$1.06M Sell
10,400
-4
-0% -$424 0.01% 326
2021
Q2 		$1.06M Buy
+10,404
New +$1.03M 0.01% 339

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank Julius Baer & Co's VNQ Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q1 2026, selling an estimated $62K and leaving 28,060 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #292.

Bank Julius Baer & Co first reported a position in VNQ in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.75M in Q3 2024. 1,778 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Bank Julius Baer & Co held 28,060 shares of Vanguard Real Estate ETF worth $2.49M as of Q1 2026.
  • Bank Julius Baer & Co sold 676 Vanguard Real Estate ETF shares in Q1 2026, an estimated $62K.
  • Vanguard Real Estate ETF made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #292 holding.
  • Bank Julius Baer & Co first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's Vanguard Real Estate ETF position peaked at $2.75M in Q3 2024.
  • 1,778 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.