Legacy Private Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Private Trust’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	$211K	Buy	+2,190	New	+$209K	0.01%	262
2025 Q4	–	Sell	-3,631	Closed	-$332K	–	267
2025 Q3	$332K	Hold	3,631	–	–	0.02%	221
2025 Q2	$323K	Hold	3,631	–	–	0.02%	213
2025 Q1	$329K	Buy	+3,631	New	+$330K	0.02%	204
2014 Q1	–	Sell	-5,408	Closed	-$349K	–	217
2013 Q4	$349K	Sell	5,408 -20	-0.4%	-$1.34K	0.06%	164
2013 Q3	$359K	Sell	5,428 -2,412	-31%	-$164K	0.08%	145
2013 Q2	$539K	Buy	+7,840	New	+$570K	0.13%	114

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

Legacy Private Trust's VNQ Position: Q2 2026 in Review

Legacy Private Trust opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,190 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Legacy Private Trust previously reported a position in VNQ as recently as Q3 2025.

Legacy Private Trust first reported a position in VNQ in Q2 2013 and has held it in 7 quarters since. The position peaked at $539K in Q2 2013. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Legacy Private Trust held 2,190 shares of Vanguard Real Estate ETF worth $211K as of Q2 2026.
Vanguard Real Estate ETF was a new Legacy Private Trust position in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #262 holding.
Legacy Private Trust first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
Legacy Private Trust's Vanguard Real Estate ETF position peaked at $539K in Q2 2013.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.