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VNQ icon

Bollard Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Bollard Group’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 		$12K Buy
128
+1
+0.8% +$96 ﹤0.01% 266
2026
Q1 		$11K Buy
127
+1
+0.8% +$92 ﹤0.01% 271
2025
Q4 		$11K Buy
126
+1
+0.8% +$90 ﹤0.01% 262
2025
Q3 		$11K Buy
125
+2
+2% +$181 ﹤0.01% 240
2025
Q2 		$11K Buy
123
+1
+0.8% +$88 ﹤0.01% 257
2025
Q1 		$11K Buy
122
+1
+0.8% +$91 ﹤0.01% 250
2024
Q4 		$11K Buy
121
+2
+2% +$189 ﹤0.01% 251
2024
Q3 		$12K Buy
119
+2
+2% +$184 ﹤0.01% 267
2024
Q2 		$10K Hold
117
– – ﹤0.01% 266
2024
Q1 		$10K Buy
117
+1
+0.9% +$85 ﹤0.01% 262
2023
Q4 		$10K Sell
116
-43
-27% -$3.41K ﹤0.01% 259
2023
Q3 		$12K Buy
159
+2
+1% +$165 ﹤0.01% 260
2023
Q2 		$13K Hold
157
– – ﹤0.01% 280
2023
Q1 		$13K Sell
157
-312
-67% -$26.8K ﹤0.01% 249
2022
Q4 		$39K Buy
469
+7
+2% +$580 ﹤0.01% 220
2022
Q3 		$37K Buy
462
+5
+1% +$468 ﹤0.01% 226
2022
Q2 		$42K Sell
457
-52
-10% -$5.18K ﹤0.01% 232
2022
Q1 		$55K Sell
509
-65
-11% -$6.88K ﹤0.01% 332
2021
Q4 		$67K Sell
574
-125
-18% -$13.7K ﹤0.01% 324
2021
Q3 		$71K Buy
699
+1
+0.1% +$106 ﹤0.01% 319
2021
Q2 		$71K Buy
698
+1
+0.1% +$99 ﹤0.01% 320
2021
Q1 		$64K Buy
697
+185
+36% +$16.3K ﹤0.01% 328
2020
Q4 		$43K Buy
+512
New +$42.5K ﹤0.01% 351

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

Bollard Group's VNQ Position: Q2 2026 in Review

Bollard Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.79% in Q2 2026, buying an estimated $96 and bringing the position to 128 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Bollard Group first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $71K in Q3 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bollard Group held 128 shares of Vanguard Real Estate ETF worth $12K as of Q2 2026.
  • Bollard Group bought 1 Vanguard Real Estate ETF share in Q2 2026, an estimated $96.
  • Vanguard Real Estate ETF made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #266 holding.
  • Bollard Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Bollard Group's Vanguard Real Estate ETF position peaked at $71K in Q3 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.