FineMark National Bank & Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

FineMark National Bank & Trust’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
2025 Q2	–	Sell	-4,189	Closed	-$379K	–	468
2025 Q1	$379K	Hold	4,189	–	–	0.01%	330
2024 Q4	$373K	Hold	4,189	–	–	0.01%	323
2024 Q3	$408K	Sell	4,189 -98	-2%	-$9.02K	0.01%	311
2024 Q2	$359K	Sell	4,287 -1,041	-20%	-$86K	0.01%	323
2024 Q1	$461K	Sell	5,328 -1,998	-27%	-$171K	0.02%	292
2023 Q4	$647K	Sell	7,326 -1,838	-20%	-$146K	0.03%	244
2023 Q3	$693K	Sell	9,164 -660	-7%	-$54.4K	0.03%	235
2023 Q2	$821K	Buy	9,824 +502	+5%	+$41.1K	0.03%	220
2023 Q1	$774K	Buy	9,322 +417	+5%	+$35.8K	0.03%	221
2022 Q4	$734K	Sell	8,905 -261	-3%	-$21.6K	0.03%	217
2022 Q3	$735K	Sell	9,166 -175	-2%	-$16.4K	0.04%	218
2022 Q2	$851K	Sell	9,341 -735	-7%	-$73.3K	0.04%	216
2022 Q1	$1.09M	Sell	10,076 -1,407	-12%	-$149K	0.04%	203
2021 Q4	$1.33M	Buy	11,483 +1,382	+14%	+$151K	0.05%	191
2021 Q3	$1.03M	Buy	10,101 +149	+1%	+$15.8K	0.04%	206
2021 Q2	$1.01M	Buy	9,952 +2,047	+26%	+$203K	0.04%	216
2021 Q1	$726K	Buy	7,905 +3,180	+67%	+$279K	0.03%	241
2020 Q4	$401K	Sell	4,725 -10	-0.2%	-$829	0.02%	290
2020 Q3	$374K	Sell	4,735 -65	-1%	-$5.22K	0.02%	276
2020 Q2	$377K	Sell	4,800 -100	-2%	-$7.58K	0.02%	264
2020 Q1	$342K	Sell	4,900 -1,057	-18%	-$92.8K	0.02%	262
2019 Q4	$553K	Buy	5,957 +892	+18%	+$82.6K	0.03%	239
2019 Q3	$472K	Buy	5,065 +572	+13%	+$51.9K	0.03%	251
2019 Q2	$393K	Buy	4,493 +618	+16%	+$54.1K	0.02%	267
2019 Q1	$337K	Buy	+3,875	New	+$320K	0.02%	269
2018 Q3	–	Sell	-5,167	Closed	-$421K	–	408
2018 Q2	$421K	Buy	5,167 +1,545	+43%	+$120K	0.03%	277
2018 Q1	$273K	Sell	3,622 -574	-14%	-$43.9K	0.02%	320
2017 Q4	$348K	Sell	4,196 -107	-2%	-$8.97K	0.02%	274
2017 Q3	$358K	Sell	4,303 -952	-18%	-$79.5K	0.02%	270
2017 Q2	$437K	Sell	5,255 -119	-2%	-$9.92K	0.03%	243
2017 Q1	$444K	Sell	5,374 -2,478	-32%	-$206K	0.03%	237
2016 Q4	$648K	Sell	7,852 -109	-1%	-$8.88K	0.05%	179
2016 Q3	$691K	Buy	7,961 +1,648	+26%	+$147K	0.07%	178
2016 Q2	$560K	Buy	6,313 +197	+3%	+$16.6K	0.06%	203
2016 Q1	$513K	Sell	6,116 -275	-4%	-$21.4K	0.06%	201
2015 Q4	$510K	Buy	6,391 +22	+0.3%	+$1.74K	0.06%	201
2015 Q3	$481K	Sell	6,369 -5,811	-48%	-$446K	0.06%	208
2015 Q2	$910K	Buy	12,180 +4,622	+61%	+$369K	0.12%	155
2015 Q1	$637K	Sell	7,558 -386	-5%	-$32.8K	0.09%	185
2014 Q4	$643K	Buy	7,944 +477	+6%	+$37.4K	0.09%	180
2014 Q3	$537K	Sell	7,467 -45	-0.6%	-$3.4K	0.09%	187
2014 Q2	$562K	Buy	7,512 +893	+13%	+$65.7K	0.09%	186
2014 Q1	$467K	Sell	6,619 -195	-3%	-$13.3K	0.09%	186
2013 Q4	$440K	Buy	6,814 +1,959	+40%	+$131K	0.09%	190
2013 Q3	$321K	Buy	4,855 +2,889	+147%	+$196K	0.08%	221
2013 Q2	$135K	Buy	+1,966	New	+$143K	0.04%	336

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FineMark National Bank & Trust's VNQ Position: Q2 2025 in Review

FineMark National Bank & Trust sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 4,189 shares — an estimated $379K sold.

FineMark National Bank & Trust first reported a position in VNQ in Q2 2013 and held it in 46 quarters. The position peaked at $1.33M in Q4 2021. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

FineMark National Bank & Trust reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 4,189 Vanguard Real Estate ETF shares in Q2 2025, an estimated $379K.
FineMark National Bank & Trust first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 46 quarters.
FineMark National Bank & Trust's Vanguard Real Estate ETF position peaked at $1.33M in Q4 2021.
1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on FineMark National Bank & Trust's 13F filing for Q2 2025, filed 11 Aug 2025.