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HM Payson & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

HM Payson & Co’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 		$342K Sell
3,546
-17
-0.5% -$1.63K ﹤0.01% 350
2026
Q1 		$316K Buy
3,563
+18
+0.5% +$1.65K ﹤0.01% 364
2025
Q4 		$314K Sell
3,545
-744
-17% -$66.9K ﹤0.01% 358
2025
Q3 		$392K Hold
4,289
– – 0.01% 323
2025
Q2 		$382K Hold
4,289
– – 0.01% 319
2025
Q1 		$388K Hold
4,289
– – 0.01% 313
2024
Q4 		$382K Sell
4,289
-172
-4% -$16.3K 0.01% 316
2024
Q3 		$435K Sell
4,461
-719
-14% -$66.2K 0.01% 305
2024
Q2 		$434K Buy
5,180
+891
+21% +$73.6K 0.01% 294
2024
Q1 		$371K Sell
4,289
-160
-4% -$13.7K 0.01% 317
2023
Q4 		$393K Sell
4,449
-846
-16% -$67K 0.01% 303
2023
Q3 		$401K Sell
5,295
-345
-6% -$28.4K 0.01% 290
2023
Q2 		$471K Buy
5,640
+345
+7% +$28.3K 0.01% 267
2023
Q1 		$440K Sell
5,295
-710
-12% -$61K 0.01% 264
2022
Q4 		$495K Sell
6,005
-18
-0.3% -$1.49K 0.01% 249
2022
Q3 		$483K Buy
6,023
+518
+9% +$48.4K 0.01% 248
2022
Q2 		$502K Sell
5,505
-39
-0.7% -$3.89K 0.01% 249
2022
Q1 		$601K Sell
5,544
-8
-0.1% -$847 0.01% 253
2021
Q4 		$644K Hold
5,552
– – 0.01% 254
2021
Q3 		$565K Hold
5,552
– – 0.01% 261
2021
Q2 		$565K Sell
5,552
-258
-4% -$25.6K 0.01% 260
2021
Q1 		$534K Sell
5,810
-58
-1% -$5.1K 0.01% 264
2020
Q4 		$498K Hold
5,868
– – 0.01% 269
2020
Q3 		$463K Sell
5,868
-59
-1% -$4.74K 0.01% 258
2020
Q2 		$465K Sell
5,927
-225
-4% -$17.1K 0.02% 238
2020
Q1 		$430K Sell
6,152
-9,549
-61% -$839K 0.02% 230
2019
Q4 		$1.46M Sell
15,701
-406
-3% -$37.6K 0.05% 165
2019
Q3 		$1.5M Buy
16,107
+712
+5% +$64.6K 0.05% 161
2019
Q2 		$1.35M Buy
15,395
+263
+2% +$23K 0.05% 171
2019
Q1 		$1.31M Buy
+15,132
New +$1.25M 0.05% 159
2018
Q4 		– Sell
-17,572
Closed -$1.42M – 319
2018
Q3 		$1.42M Sell
17,572
-3,315
-16% -$273K 0.06% 156
2018
Q2 		$1.7M Buy
20,887
+84
+0.4% +$6.51K 0.07% 143
2018
Q1 		$1.57M Sell
20,803
-3,250
-14% -$249K 0.06% 153
2017
Q4 		$2M Sell
24,053
-6,275
-21% -$526K 0.08% 148
2017
Q3 		$2.52M Sell
30,328
-3,903
-11% -$326K 0.11% 133
2017
Q2 		$2.85M Buy
34,231
+270
+0.8% +$22.5K 0.13% 114
2017
Q1 		$2.81M Sell
33,961
-3,935
-10% -$326K 0.13% 118
2016
Q4 		$3.13M Buy
37,896
+479
+1% +$39K 0.15% 109
2016
Q3 		$3.25M Sell
37,417
-461
-1% -$41.1K 0.16% 108
2016
Q2 		$3.36M Sell
37,878
-900
-2% -$75.6K 0.17% 103
2016
Q1 		$3.25M Buy
38,778
+10,022
+35% +$780K 0.17% 104
2015
Q4 		$2.29M Buy
28,756
+1,877
+7% +$149K 0.12% 134
2015
Q3 		$2.03M Buy
26,879
+91
+0.3% +$6.99K 0.11% 137
2015
Q2 		$2M Sell
26,788
-1,105
-4% -$88.3K 0.1% 140
2015
Q1 		$2.35M Buy
27,893
+3,454
+14% +$293K 0.12% 131
2014
Q4 		$1.98M Buy
24,439
+1,045
+4% +$82K 0.1% 139
2014
Q3 		$1.68M Sell
23,394
-585
-2% -$44.1K 0.09% 145
2014
Q2 		$1.79M Sell
23,979
-185
-0.8% -$13.6K 0.09% 137
2014
Q1 		$1.71M Buy
24,164
+316
+1% +$21.6K 0.09% 140
2013
Q4 		$1.54M Sell
23,848
-570
-2% -$38.1K 0.08% 143
2013
Q3 		$1.61M Sell
24,418
-806
-3% -$54.8K 0.09% 137
2013
Q2 		$1.73M Buy
+25,224
New +$1.83M 0.1% 133

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

HM Payson & Co's VNQ Position: Q2 2026 in Review

HM Payson & Co reduced its Vanguard Real Estate ETF (VNQ) stake by 0.48% in Q2 2026, selling an estimated $1.63K and leaving 3,546 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

HM Payson & Co first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.36M in Q2 2016. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • HM Payson & Co held 3,546 shares of Vanguard Real Estate ETF worth $342K as of Q2 2026.
  • HM Payson & Co sold 17 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Real Estate ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #350 holding.
  • HM Payson & Co first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • HM Payson & Co's Vanguard Real Estate ETF position peaked at $3.36M in Q2 2016.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.