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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
Q3 		– Sell
-2,190
Closed -$211K – 275
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

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Legacy Private Trust's VNQ Position: Q3 2026 in Review

Legacy Private Trust sold out of Vanguard Real Estate ETF (VNQ) in Q3 2026, closing a stake of 2,190 shares — an estimated $211K sold.

Legacy Private Trust first reported a position in VNQ in Q2 2013 and held it in 7 quarters. The position peaked at $539K in Q2 2013. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Legacy Private Trust reported no remaining Vanguard Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Private Trust sold 2,190 Vanguard Real Estate ETF shares in Q3 2026, an estimated $211K.
  • Legacy Private Trust first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 7 quarters.
  • Legacy Private Trust's Vanguard Real Estate ETF position peaked at $539K in Q2 2013.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.