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Leavell Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Leavell Investment 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 		$1.6M Sell
16,608
-14
-0.1% -$1.34K 0.06% 261
2026
Q1 		$1.47M Sell
16,622
-1,266
-7% -$116K 0.06% 266
2025
Q4 		$1.58M Sell
17,888
-2,196
-11% -$197K 0.07% 242
2025
Q3 		$1.84M Sell
20,084
-4,066
-17% -$369K 0.08% 229
2025
Q2 		$2.15M Buy
24,150
+369
+2% +$32.5K 0.1% 200
2025
Q1 		$2.15M Buy
23,781
+167
+0.7% +$15.2K 0.11% 192
2024
Q4 		$2.1M Buy
23,614
+287
+1% +$27.1K 0.1% 187
2024
Q3 		$2.29M Buy
23,327
+4,264
+22% +$393K 0.11% 174
2024
Q2 		$1.62M Buy
19,063
+802
+4% +$66.2K 0.09% 204
2024
Q1 		$1.58M Buy
18,261
+516
+3% +$44.1K 0.09% 207
2023
Q4 		$1.57M Buy
17,745
+2,067
+13% +$164K 0.1% 191
2023
Q3 		$1.2M Hold
15,678
– – 0.08% 214
2023
Q2 		$1.32M Sell
15,678
-465
-3% -$38.1K 0.09% 208
2023
Q1 		$1.34M Sell
16,143
-539
-3% -$46.3K 0.1% 203
2022
Q4 		$1.38M Sell
16,682
-175
-1% -$14.5K 0.1% 192
2022
Q3 		$1.35M Sell
16,857
-3,405
-17% -$318K 0.11% 187
2022
Q2 		$1.85M Sell
20,262
-186
-0.9% -$18.5K 0.14% 151
2022
Q1 		$2.22M Buy
20,448
+409
+2% +$43.3K 0.15% 143
2021
Q4 		$2.33M Buy
20,039
+1,819
+10% +$199K 0.15% 137
2021
Q3 		$1.85M Buy
18,220
+2,606
+17% +$276K 0.14% 151
2021
Q2 		$1.43M Hold
15,614
– – 0.12% 169
2021
Q1 		$1.43M Sell
15,614
-1,405
-8% -$123K 0.12% 169
2020
Q4 		$1.45M Sell
17,019
-589
-3% -$48.8K 0.12% 163
2020
Q3 		$1.39M Sell
17,608
-1,858
-10% -$149K 0.12% 159
2020
Q2 		$1.53M Sell
19,466
-1,364
-7% -$103K 0.15% 137
2020
Q1 		$1.46M Sell
20,830
-571
-3% -$50.1K 0.17% 126
2019
Q4 		$1.99M Buy
21,401
+469
+2% +$43.4K 0.19% 126
2019
Q3 		$1.95M Sell
20,932
-200
-0.9% -$18.2K 0.2% 124
2019
Q2 		$1.86M Buy
21,132
+472
+2% +$41.3K 0.2% 129
2019
Q1 		$1.81M Buy
20,660
+928
+5% +$76.7K 0.2% 127
2018
Q4 		$1.47M Sell
19,732
-225
-1% -$17.7K 0.18% 130
2018
Q3 		$1.61M Buy
19,957
+85
+0.4% +$7K 0.17% 141
2018
Q2 		$1.62M Sell
19,872
-12,881
-39% -$998K 0.18% 133
2018
Q1 		$2.47M Sell
32,753
-6,490
-17% -$497K 0.29% 108
2017
Q4 		$3.26M Sell
39,243
-6,144
-14% -$515K 0.38% 82
2017
Q3 		$3.77M Sell
45,387
-5,363
-11% -$448K 0.47% 63
2017
Q2 		$4.22M Sell
50,750
-6,549
-11% -$546K 0.54% 54
2017
Q1 		$4.73M Sell
57,299
-8,824
-13% -$732K 0.61% 42
2016
Q4 		$5.46M Sell
66,123
-2,301
-3% -$187K 0.75% 25
2016
Q3 		$5.93M Sell
68,424
-1,372
-2% -$122K 0.87% 25
2016
Q2 		$6.19M Buy
69,796
+1,969
+3% +$165K 0.91% 24
2016
Q1 		$5.68M Buy
67,827
+3,894
+6% +$303K 0.85% 24
2015
Q4 		$5.1M Sell
63,933
-4,708
-7% -$373K 0.75% 27
2015
Q3 		$5.18M Sell
68,641
-1,020
-1% -$78.3K 0.82% 25
2015
Q2 		$5.2M Sell
69,661
-623
-0.9% -$49.8K 0.81% 26
2015
Q1 		$5.93M Buy
70,284
+4,335
+7% +$368K 0.9% 20
2014
Q4 		$5.34M Buy
65,949
+8,520
+15% +$668K 0.82% 25
2014
Q3 		$4.13M Buy
57,429
+2,142
+4% +$162K 0.66% 30
2014
Q2 		$4.14M Buy
55,287
+2,961
+6% +$218K 0.65% 30
2014
Q1 		$3.69M Buy
52,326
+1,289
+3% +$88.2K 0.62% 38
2013
Q4 		$3.29M Sell
51,037
-1,216
-2% -$81.3K 0.56% 47
2013
Q3 		$3.46M Buy
52,253
+116
+0.2% +$7.88K 0.62% 41
2013
Q2 		$3.58M Buy
+52,137
New +$3.79M 0.67% 38

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

Leavell Investment Management's VNQ Position: Q2 2026 in Review

Leavell Investment Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.08% in Q2 2026, selling an estimated $1.34K and leaving 16,608 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #261.

Leavell Investment Management first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.19M in Q2 2016. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Leavell Investment Management held 16,608 shares of Vanguard Real Estate ETF worth $1.6M as of Q2 2026.
  • Leavell Investment Management sold 14 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.34K.
  • Vanguard Real Estate ETF made up 0.06% of Leavell Investment Management's portfolio in Q2 2026, its #261 holding.
  • Leavell Investment Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Vanguard Real Estate ETF position peaked at $6.19M in Q2 2016.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.