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
Q2 		$2.8M Buy
28,500
+440
+2% +$42K 0.01% 302
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 $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank Julius Baer & Co's VNQ Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q2 2026, buying an estimated $42K and bringing the position to 28,500 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #302.

Bank Julius Baer & Co first reported a position in VNQ in Q2 2021 and has held it in 19 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bank Julius Baer & Co held 28,500 shares of Vanguard Real Estate ETF worth $2.8M as of Q2 2026.
  • Bank Julius Baer & Co bought 440 Vanguard Real Estate ETF shares in Q2 2026, an estimated $42K.
  • Vanguard Real Estate ETF made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #302 holding.
  • Bank Julius Baer & Co first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 19 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.