Kennebec Savings Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

Kennebec Savings 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	$27.4K	Sell	284 -5,547	-95%	-$530K	0.02%	197
2026 Q1	$517K	Sell	5,831 -2,194	-27%	-$201K	0.46%	69
2025 Q4	$710K	Buy	8,025 +597	+8%	+$53.7K	0.61%	56
2025 Q3	$679K	Buy	7,428 +28	+0.4%	+$2.54K	0.62%	51
2025 Q2	$659K	Sell	7,400 -42	-0.6%	-$3.7K	0.65%	48
2025 Q1	$674K	Sell	7,442 -19	-0.3%	-$1.72K	0.71%	45
2024 Q4	$646K	Sell	7,461 -3	-0%	-$283	0.65%	50
2024 Q3	$727K	Buy	+7,464	New	+$687K	0.72%	45

Other funds holding VNQ

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

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Kennebec Savings Bank's VNQ Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Vanguard Real Estate ETF (VNQ) stake by 95% in Q2 2026, selling an estimated $530K and leaving 284 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #197.

Kennebec Savings Bank first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $727K in Q3 2024. 693 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Kennebec Savings Bank held 284 shares of Vanguard Real Estate ETF worth $27.4K as of Q2 2026.
Kennebec Savings Bank sold 5,547 Vanguard Real Estate ETF shares in Q2 2026, an estimated $530K.
Vanguard Real Estate ETF made up 0.02% of Kennebec Savings Bank's portfolio in Q2 2026, its #197 holding.
Kennebec Savings Bank first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's Vanguard Real Estate ETF position peaked at $727K in Q3 2024.
693 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.