Grimes & Company’s Vanguard Real Estate ETF VNQ Stock Holding History

Grimes & Company’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 Q1	–	Sell	-2,498	Closed	-$221K	–	477
2025 Q4	$221K	Buy	+2,498	New	+$224K	0.01%	424
2020 Q1	–	Sell	-2,762	Closed	-$256K	–	272
2019 Q4	$256K	Buy	+2,762	New	+$256K	0.02%	232
2019 Q2	–	Sell	-2,610	Closed	-$227K	–	263
2019 Q1	$227K	Buy	+2,610	New	+$216K	0.02%	223
2017 Q3	–	Sell	-3,052	Closed	-$254K	–	219
2017 Q2	$254K	Buy	3,052 +551	+22%	+$46K	0.03%	173
2017 Q1	$207K	Buy	+2,501	New	+$207K	0.02%	189
2016 Q4	–	Sell	-2,397	Closed	-$208K	–	216
2016 Q3	$208K	Buy	2,397 +1	+0%	+$89	0.03%	182
2016 Q2	$212K	Buy	2,396 +1	+0%	+$84	0.03%	188
2016 Q1	$201K	Buy	+2,395	New	+$186K	0.03%	185

Other funds holding VNQ

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Grimes & Company's VNQ Position: Q1 2026 in Review

Grimes & Company sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,498 shares — an estimated $221K sold.

Grimes & Company first reported a position in VNQ in Q1 2016 and held it in 8 quarters. The position peaked at $256K in Q4 2019. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Grimes & Company reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 2,498 Vanguard Real Estate ETF shares in Q1 2026, an estimated $221K.
Grimes & Company first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 8 quarters.
Grimes & Company's Vanguard Real Estate ETF position peaked at $256K in Q4 2019.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.