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Mechanics Bank - Trust Department’s Vanguard Real Estate ETF VNQ Stock Holding History

Mechanics Bank - Trust Department’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 		$626K Hold
6,489
– – 0.08% 145
2026
Q1 		$576K Hold
6,489
– – 0.08% 143
2025
Q4 		$574K Sell
6,489
-50
-0.8% -$4.49K 0.08% 145
2025
Q3 		$598K Sell
6,539
-80
-1% -$7.26K 0.08% 141
2025
Q2 		$589K Sell
6,619
-1,000
-13% -$88.2K 0.08% 145
2025
Q1 		$690K Hold
7,619
– – 0.09% 142
2024
Q4 		$679K Sell
7,619
-400
-5% -$37.8K 0.09% 140
2024
Q3 		$781K Hold
8,019
– – 0.1% 134
2024
Q2 		$672K Buy
8,019
+4,539
+130% +$375K 0.1% 140
2024
Q1 		$301K Sell
3,480
-285
-8% -$24.4K 0.04% 169
2023
Q4 		$333K Buy
+3,765
New +$298K 0.05% 161
2023
Q2 		– Sell
-2,459
Closed -$204K – 174
2023
Q1 		$204K Sell
2,459
-150
-6% -$12.9K 0.03% 166
2022
Q4 		$215K Buy
2,609
+100
+4% +$8.29K 0.04% 164
2022
Q3 		$201K Buy
+2,509
New +$235K 0.04% 164
2019
Q4 		– Sell
-61
Closed -$6K – 218
2019
Q3 		$6K Buy
+61
New +$5.54K ﹤0.01% 222
2017
Q2 		– Sell
-2,902
Closed -$240K – 169
2017
Q1 		$240K Sell
2,902
-358
-11% -$29.7K 0.06% 152
2016
Q4 		$269K Buy
3,260
+500
+18% +$40.7K 0.07% 149
2016
Q3 		$239K Buy
+2,760
New +$246K 0.06% 150

Other funds holding VNQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BP
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mechanics Bank - Trust Department's VNQ Position: Q2 2026 in Review

Mechanics Bank - Trust Department held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 6,489 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #145.

Mechanics Bank - Trust Department first reported a position in VNQ in Q3 2016 and has held it in 18 quarters since. The position peaked at $781K in Q3 2024. 947 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Mechanics Bank - Trust Department held 6,489 shares of Vanguard Real Estate ETF worth $626K as of Q2 2026.
  • Mechanics Bank - Trust Department left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.08% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #145 holding.
  • Mechanics Bank - Trust Department first reported a position in Vanguard Real Estate ETF in Q3 2016 and has held it in 18 quarters since.
  • Mechanics Bank - Trust Department's Vanguard Real Estate ETF position peaked at $781K in Q3 2024.
  • 947 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.