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Bar Harbor Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bar Harbor Wealth Management’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 		$222K Buy
+2,300
New +$220K 0.01% 248
2025
Q2 		– Sell
-2,737
Closed -$248K – 264
2025
Q1 		$248K Sell
2,737
-492
-15% -$44.7K 0.02% 228
2024
Q4 		$288K Buy
3,229
+195
+6% +$18.4K 0.02% 214
2024
Q3 		$296K Buy
3,034
+107
+4% +$9.85K 0.02% 225
2024
Q2 		$245K Sell
2,927
-224
-7% -$18.5K 0.02% 234
2024
Q1 		$272K Hold
3,151
– – 0.02% 224
2023
Q4 		$278K Sell
3,151
-100
-3% -$7.92K 0.02% 220
2023
Q3 		$246K Hold
3,251
– – 0.02% 221
2023
Q2 		$272K Sell
3,251
-95
-3% -$7.78K 0.02% 219
2023
Q1 		$278K Sell
3,346
-764
-19% -$65.6K 0.02% 216
2022
Q4 		$339K Sell
4,110
-190
-4% -$15.8K 0.03% 212
2022
Q3 		$345K Sell
4,300
-462
-10% -$43.2K 0.03% 206
2022
Q2 		$434K Buy
+4,762
New +$475K 0.03% 198
2015
Q3 		– Sell
-4,599
Closed -$344K – 299
2015
Q2 		$344K Buy
4,599
+490
+12% +$39.2K 0.04% 221
2015
Q1 		$346K Hold
4,109
– – 0.04% 219
2014
Q4 		$333K Buy
+4,109
New +$322K 0.04% 219

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

Bar Harbor Wealth Management's VNQ Position: Q2 2026 in Review

Bar Harbor Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,300 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Bar Harbor Wealth Management previously reported a position in VNQ as recently as Q1 2025.

Bar Harbor Wealth Management first reported a position in VNQ in Q4 2014 and has held it in 16 quarters since. The position peaked at $434K in Q2 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bar Harbor Wealth Management held 2,300 shares of Vanguard Real Estate ETF worth $222K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Bar Harbor Wealth Management position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Bar Harbor Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 16 quarters since.
  • Bar Harbor Wealth Management's Vanguard Real Estate ETF position peaked at $434K in Q2 2022.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.