Mechanics Financial Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

Mechanics Financial Corp’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 Q1	$407K	Buy	4,583 +19	+0.4%	+$1.74K	0.17%	89
2025 Q4	$404K	Sell	4,564 -39	-0.8%	-$3.5K	0.15%	84
2025 Q3	$421K	Sell	4,603 -90	-2%	-$8.16K	0.16%	81
2025 Q2	$418K	Sell	4,693 -50	-1%	-$4.41K	0.18%	82
2025 Q1	$429K	Sell	4,743 -1,981	-29%	-$180K	0.19%	82
2024 Q4	$599K	Hold	6,724	–	–	0.27%	74
2024 Q3	$655K	Sell	6,724 -823	-11%	-$75.8K	0.29%	73
2024 Q2	$632K	Sell	7,547 -2,595	-26%	-$214K	0.32%	68
2024 Q1	$877K	Sell	10,142 -128	-1%	-$10.9K	0.46%	54
2023 Q4	$907K	Sell	10,270 -1,452	-12%	-$115K	0.51%	46
2023 Q3	$887K	Sell	11,722 -67	-0.6%	-$5.52K	0.49%	44
2023 Q2	$985K	Hold	11,789	–	–	0.54%	38
2023 Q1	$979K	Sell	11,789 -106	-0.9%	-$9.11K	0.57%	38
2022 Q4	$981K	Hold	11,895	–	–	0.58%	38
2022 Q3	$954K	Hold	11,895	–	–	0.62%	34
2022 Q2	$1.08M	Hold	11,895	–	–	0.65%	31
2022 Q1	$1.29M	Sell	11,895 -45	-0.4%	-$4.76K	0.66%	27
2021 Q4	$1.39M	Buy	+11,940	New	+$1.3M	0.65%	27

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mechanics Financial Corp's VNQ Position: Q1 2026 in Review

Mechanics Financial Corp increased its Vanguard Real Estate ETF (VNQ) stake by 0.42% in Q1 2026, buying an estimated $1.74K and bringing the position to 4,583 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #89.

Mechanics Financial Corp first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Mechanics Financial Corp held 4,583 shares of Vanguard Real Estate ETF worth $407K as of Q1 2026.
Mechanics Financial Corp bought 19 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.74K.
Vanguard Real Estate ETF made up 0.17% of Mechanics Financial Corp's portfolio in Q1 2026, its #89 holding.
Mechanics Financial Corp first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Vanguard Real Estate ETF position peaked at $1.39M in Q4 2021.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.