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BankPlus Trust Department’s Vanguard Real Estate ETF VNQ Stock Holding History

BankPlus Trust Department’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 		$61.7K Hold
640
– – 0.01% 259
2026
Q1 		$56.8K Hold
640
– – 0.02% 251
2025
Q4 		$56.6K Hold
640
– – 0.01% 244
2025
Q3 		$58.5K Hold
640
– – 0.02% 235
2025
Q2 		$57K Hold
640
– – 0.02% 221
2025
Q1 		$57.9K Sell
640
-88
-12% -$7.99K 0.02% 213
2024
Q4 		$64.8K Buy
+728
New +$68.8K 0.02% 206

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

BankPlus Trust Department's VNQ Position: Q2 2026 in Review

BankPlus Trust Department held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 640 shares worth $61.7K. The position accounts for 0.01% of the portfolio, ranked #259.

BankPlus Trust Department first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.8K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • BankPlus Trust Department held 640 shares of Vanguard Real Estate ETF worth $61.7K as of Q2 2026.
  • BankPlus Trust Department left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #259 holding.
  • BankPlus Trust Department first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Vanguard Real Estate ETF position peaked at $64.8K in Q4 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.