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Midwest Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Midwest 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
Q1 		$33.3M Sell
375,744
-248,450
-40% -$22.8M 0.42% 61
2025
Q4 		$55.2M Buy
624,194
+11,980
+2% +$1.08M 0.69% 40
2025
Q3 		$56M Buy
612,214
+15,518
+3% +$1.41M 0.73% 35
2025
Q2 		$53.1M Buy
+596,696
New +$52.6M 0.74% 36

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Midwest Trust's VNQ Position: Q1 2026 in Review

Midwest Trust reduced its Vanguard Real Estate ETF (VNQ) stake by 40% in Q1 2026, selling an estimated $22.8M and leaving 375,744 shares worth $33.3M. The position accounts for 0.42% of the portfolio, ranked #61.

Midwest Trust first reported a position in VNQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $56M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Midwest Trust held 375,744 shares of Vanguard Real Estate ETF worth $33.3M as of Q1 2026.
  • Midwest Trust sold 248,450 Vanguard Real Estate ETF shares in Q1 2026, an estimated $22.8M.
  • Vanguard Real Estate ETF made up 0.42% of Midwest Trust's portfolio in Q1 2026, its #61 holding.
  • Midwest Trust first reported a position in Vanguard Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Vanguard Real Estate ETF position peaked at $56M in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.