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Community Financial Services Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Community Financial Services 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 		$3.19K Buy
+33
New +$3.15K ﹤0.01% 460
2015
Q4 		– Sell
-365
Closed -$28K – 222
2015
Q3 		$28K Hold
365
– – 0.01% 157
2015
Q2 		$27K Sell
365
-169
-32% -$13.5K 0.01% 176
2015
Q1 		$45K Buy
534
+169
+46% +$14.4K 0.02% 136
2014
Q4 		$30K Buy
+365
New +$28.6K 0.01% 173

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

Community Financial Services Group's VNQ Position: Q2 2026 in Review

Community Financial Services Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 33 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Community Financial Services Group previously reported a position in VNQ as recently as Q3 2015.

Community Financial Services Group first reported a position in VNQ in Q4 2014 and has held it in 5 quarters since. The position peaked at $45K in Q1 2015. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Community Financial Services Group held 33 shares of Vanguard Real Estate ETF worth $3.19K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Community Financial Services Group position in Q2 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #460 holding.
  • Community Financial Services Group first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 5 quarters since.
  • Community Financial Services Group's Vanguard Real Estate ETF position peaked at $45K in Q1 2015.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.