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Bank of Marin’s Vanguard Real Estate ETF VNQ Stock Holding History

Bank of Marin’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 		$287K Sell
3,234
-865
-21% -$79.3K 0.21% 118
2025
Q4 		$363K Sell
4,099
-41
-1% -$3.69K 0.25% 108
2025
Q3 		$378K Sell
4,140
-292
-7% -$26.5K 0.27% 108
2025
Q2 		$395K Buy
+4,432
New +$391K 0.3% 99
2025
Q1 		– Sell
-5,577
Closed -$497K – 115
2024
Q4 		$497K Buy
5,577
+102
+2% +$9.64K 0.39% 78
2024
Q3 		$533K Sell
5,475
-304
-5% -$28K 0.43% 70
2024
Q2 		$484K Sell
5,779
-1,076
-16% -$88.9K 0.42% 78
2024
Q1 		$593K Buy
6,855
+644
+10% +$55K 0.52% 66
2023
Q4 		$549K Buy
6,211
+3,140
+102% +$249K 0.49% 70
2023
Q3 		$232K Sell
3,071
-150
-5% -$12.4K 0.23% 107
2023
Q2 		$269K Hold
3,221
– – 0.25% 101
2023
Q1 		$267K Sell
3,221
-911
-22% -$78.3K 0.26% 106
2022
Q4 		$341K Buy
4,132
+803
+24% +$66.6K 0.32% 91
2022
Q3 		$267K Sell
3,329
-220
-6% -$20.6K 0.26% 97
2022
Q2 		$323K Sell
3,549
-366
-9% -$36.5K 0.28% 96
2022
Q1 		$424K Sell
3,915
-78
-2% -$8.26K 0.31% 89
2021
Q4 		$463K Sell
3,993
-2,595
-39% -$283K 0.31% 94
2021
Q3 		$670K Sell
6,588
-1,978
-23% -$210K 0.49% 72
2021
Q2 		$872K Sell
8,566
-390
-4% -$38.7K 0.64% 56
2021
Q1 		$823K Sell
8,956
-7,604
-46% -$668K 0.65% 57
2020
Q4 		$1.41M Sell
16,560
-1,676
-9% -$139K 1.18% 23
2020
Q3 		$1.44M Sell
18,236
-288
-2% -$23.1K 1.48% 16
2020
Q2 		$1.46M Buy
18,524
+438
+2% +$33.2K 1.66% 14
2020
Q1 		$1.26M Buy
18,086
+1,966
+12% +$173K 1.72% 14
2019
Q4 		$1.5M Buy
+16,120
New +$1.49M 1.51% 16

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 $45.6B AUM 18.83% 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 $25.9B AUM 26.38% 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 of Marin's VNQ Position: Q1 2026 in Review

Bank of Marin reduced its Vanguard Real Estate ETF (VNQ) stake by 21% in Q1 2026, selling an estimated $79.3K and leaving 3,234 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #118.

Bank of Marin first reported a position in VNQ in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.5M in Q4 2019. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Bank of Marin held 3,234 shares of Vanguard Real Estate ETF worth $287K as of Q1 2026.
  • Bank of Marin sold 865 Vanguard Real Estate ETF shares in Q1 2026, an estimated $79.3K.
  • Vanguard Real Estate ETF made up 0.21% of Bank of Marin's portfolio in Q1 2026, its #118 holding.
  • Bank of Marin first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 25 quarters since.
  • Bank of Marin's Vanguard Real Estate ETF position peaked at $1.5M in Q4 2019.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.