First Western Trust Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

First Western Trust Bank’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	$532K	Buy	5,516 +1	+0%	+$96	0.03%	136
2026 Q1	$489K	Sell	5,515 -4,660	-46%	-$427K	0.02%	123
2025 Q4	$900K	Sell	10,175 -494	-5%	-$44.4K	0.04%	87
2025 Q3	$975K	Hold	10,669	–	–	0.04%	88
2025 Q2	$950K	Hold	10,669	–	–	0.04%	89
2025 Q1	$966K	Sell	10,669 -2,109	-17%	-$191K	0.05%	85
2024 Q4	$1.14M	Hold	12,778	–	–	0.05%	82
2024 Q3	$1.24M	Hold	12,778	–	–	0.06%	82
2024 Q2	$1.07M	Hold	12,778	–	–	0.05%	80
2024 Q1	$1.11M	Hold	12,778	–	–	0.05%	83
2023 Q4	$1.13M	Sell	12,778 -279	-2%	-$22.1K	0.06%	83
2023 Q3	$988K	Sell	13,057 -708	-5%	-$58.4K	0.05%	87
2023 Q2	$1.15M	Sell	13,765 -77	-0.6%	-$6.31K	0.06%	84
2023 Q1	$1.15M	Buy	13,842 +126	+0.9%	+$10.8K	0.06%	87
2022 Q4	$1.13M	Hold	13,716	–	–	0.06%	81
2022 Q3	$1.1M	Sell	13,716 -70	-0.5%	-$6.54K	0.07%	77
2022 Q2	$1.26M	Buy	13,786 +150	+1%	+$15K	0.08%	75
2022 Q1	$1.5M	Buy	+13,636	New	+$1.44M	0.08%	75

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Western Trust Bank's VNQ Position: Q2 2026 in Review

First Western Trust Bank increased its Vanguard Real Estate ETF (VNQ) stake by 0.02% in Q2 2026, buying an estimated $96 and bringing the position to 5,516 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #136.

First Western Trust Bank first reported a position in VNQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.5M in Q1 2022. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

First Western Trust Bank held 5,516 shares of Vanguard Real Estate ETF worth $532K as of Q2 2026.
First Western Trust Bank bought 1 Vanguard Real Estate ETF share in Q2 2026, an estimated $96.
Vanguard Real Estate ETF made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #136 holding.
First Western Trust Bank first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Vanguard Real Estate ETF position peaked at $1.5M in Q1 2022.
1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.