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BOK Financial Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

BOK Financial Private Wealth’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 		$688K Sell
7,136
-344
-5% -$32.9K 0.04% 107
2026
Q1 		$663K Buy
7,480
+3
+0% +$275 0.04% 109
2025
Q4 		$662K Sell
7,477
-33
-0.4% -$2.97K 0.04% 112
2025
Q3 		$687K Sell
7,510
-429
-5% -$38.9K 0.04% 111
2025
Q2 		$707K Sell
7,939
-522
-6% -$46K 0.05% 107
2025
Q1 		$766K Sell
8,461
-6,968
-45% -$632K 0.06% 106
2024
Q4 		$1.37M Sell
15,429
-1,042
-6% -$98.5K 0.1% 82
2024
Q3 		$1.62M Sell
16,471
-3,777
-19% -$348K 0.12% 80
2024
Q2 		$1.72M Sell
20,248
-1,504
-7% -$124K 0.12% 77
2024
Q1 		$1.88M Sell
21,752
-125
-0.6% -$10.7K 0.14% 75
2023
Q4 		$1.93M Sell
21,877
-794
-4% -$62.9K 0.16% 72
2023
Q3 		$1.73M Buy
22,671
+7,202
+47% +$594K 0.15% 81
2023
Q2 		$1.31M Sell
15,469
-3,228
-17% -$264K 0.11% 94
2023
Q1 		$1.55M Sell
18,697
-317
-2% -$27.2K 0.12% 92
2022
Q4 		$1.57M Sell
19,014
-10,517
-36% -$872K 0.13% 86
2022
Q3 		$2.37M Sell
29,531
-412,480
-93% -$38.6M 0.21% 70
2022
Q2 		$40.3M Buy
442,011
+31,304
+8% +$3.12M 3.58% 8
2022
Q1 		$44.5M Buy
410,707
+12,201
+3% +$1.29M 3.16% 7
2021
Q4 		$46.2M Buy
398,506
+80,302
+25% +$8.77M 3.19% 7
2021
Q3 		$32.4M Buy
318,204
+48,183
+18% +$5.11M 2.58% 9
2021
Q2 		$27.5M Sell
270,021
-37,210
-12% -$3.69M 2.24% 12
2021
Q1 		$28.2M Sell
307,231
-149,942
-33% -$13.2M 2.57% 11
2020
Q4 		$38.8M Buy
457,173
+27,646
+6% +$2.29M 3.7% 7
2020
Q3 		$33.9M Buy
429,527
+56,429
+15% +$4.53M 3.53% 8
2020
Q2 		$29.3M Buy
373,098
+42,139
+13% +$3.19M 3.07% 8
2020
Q1 		$23.1M Sell
330,959
-27,346
-8% -$2.4M 2.81% 9
2019
Q4 		$33.2M Buy
358,305
+14,215
+4% +$1.32M 2.8% 9
2019
Q3 		$32.1M Buy
344,090
+61
+0% +$5.54K 4.47% 8
2019
Q2 		$30.1M Sell
344,029
-39,077
-10% -$3.42M 4.39% 7
2019
Q1 		$33.3M Sell
383,106
-62,204
-14% -$5.14M 4.44% 7
2018
Q4 		$33.2M Sell
445,310
-9,128
-2% -$719K 4.51% 7
2018
Q3 		$36.7M Sell
454,438
-15,360
-3% -$1.26M 5.81% 7
2018
Q2 		$38.3M Sell
469,798
-12,688
-3% -$983K 6.18% 6
2018
Q1 		$36.4M Sell
482,486
-46,787
-9% -$3.58M 6% 6
2017
Q4 		$43.9M Buy
529,273
+10,724
+2% +$899K 6.97% 5
2017
Q3 		$43.1M Buy
518,549
+233
+0% +$19.5K 7.08% 5
2017
Q2 		$43.1M Buy
518,316
+3,204
+0.6% +$267K 6.23% 6
2017
Q1 		$42.5M Buy
515,112
+7,110
+1% +$590K 6.01% 6
2016
Q4 		$41.9M Buy
508,002
+20,366
+4% +$1.66M 6.36% 5
2016
Q3 		$42.3M Buy
487,636
+8,439
+2% +$753K 6.41% 5
2016
Q2 		$42.5M Sell
479,197
-44,216
-8% -$3.72M 6.76% 5
2016
Q1 		$43.9M Sell
523,413
-10,319
-2% -$803K 7.45% 4
2015
Q4 		$42.6M Sell
533,732
-886
-0.2% -$70.1K 7.29% 4
2015
Q3 		$40.4M Buy
534,618
+15,409
+3% +$1.18M 7.09% 6
2015
Q2 		$38.8M Buy
519,209
+8,612
+2% +$688K 6.45% 6
2015
Q1 		$43M Sell
510,597
-24,622
-5% -$2.09M 7.12% 6
2014
Q4 		$43.4M Sell
535,219
-4,789
-0.9% -$376K 7.05% 6
2014
Q3 		$38.8M Buy
540,008
+8,587
+2% +$648K 6.51% 6
2014
Q2 		$39.8M Buy
531,421
+392
+0.1% +$28.8K 6.62% 6
2014
Q1 		$37.5M Buy
531,029
+12,405
+2% +$849K 6.54% 6
2013
Q4 		$33.5M Buy
518,624
+39,678
+8% +$2.65M 6.03% 6
2013
Q3 		$31.7M Buy
478,946
+16,707
+4% +$1.14M 6.37% 5
2013
Q2 		$31.8M Buy
+462,239
New +$33.6M 6.86% 5

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

BOK Financial Private Wealth's VNQ Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 4.6% in Q2 2026, selling an estimated $32.9K and leaving 7,136 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #107.

BOK Financial Private Wealth first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.2M in Q4 2021. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • BOK Financial Private Wealth held 7,136 shares of Vanguard Real Estate ETF worth $688K as of Q2 2026.
  • BOK Financial Private Wealth sold 344 Vanguard Real Estate ETF shares in Q2 2026, an estimated $32.9K.
  • Vanguard Real Estate ETF made up 0.04% of BOK Financial Private Wealth's portfolio in Q2 2026, its #107 holding.
  • BOK Financial Private Wealth first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • BOK Financial Private Wealth's Vanguard Real Estate ETF position peaked at $46.2M in Q4 2021.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.