First Citizens Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

First Citizens Asset 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	$216K	Buy	+2,245	New	+$215K	0.07%	29
2024 Q4	–	Sell	-28,348	Closed	-$2.76M	–	29
2024 Q3	$2.76M	Buy	28,348 +167	+0.6%	+$15.4K	0.98%	11
2024 Q2	$2.36M	Buy	28,181 +246	+0.9%	+$20.3K	0.88%	13
2024 Q1	$2.42M	Buy	27,935 +812	+3%	+$69.4K	0.91%	13
2023 Q4	$2.4M	Buy	27,123 +7,980	+42%	+$632K	0.96%	13
2023 Q3	$1.45M	Sell	19,143 -451	-2%	-$37.2K	0.62%	15
2023 Q2	$1.64M	Sell	19,594 -1,605	-8%	-$131K	0.67%	15
2023 Q1	$1.76M	Buy	21,199 +18,404	+658%	+$1.58M	0.73%	16
2022 Q4	$231K	Sell	2,795 -201	-7%	-$16.7K	0.13%	28
2022 Q3	$240K	Buy	+2,996	New	+$280K	0.15%	21

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

First Citizens Asset Management's VNQ Position: Q2 2026 in Review

First Citizens Asset Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,245 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #29 among its holdings. This is a return to the name: First Citizens Asset Management previously reported a position in VNQ as recently as Q3 2024.

First Citizens Asset Management first reported a position in VNQ in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.76M in Q3 2024. 565 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

First Citizens Asset Management held 2,245 shares of Vanguard Real Estate ETF worth $216K as of Q2 2026.
Vanguard Real Estate ETF was a new First Citizens Asset Management position in Q2 2026.
Vanguard Real Estate ETF made up 0.07% of First Citizens Asset Management's portfolio in Q2 2026, its #29 holding.
First Citizens Asset Management first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 10 quarters since.
First Citizens Asset Management's Vanguard Real Estate ETF position peaked at $2.76M in Q3 2024.
565 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.