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Piedmont Capital Management (Montana)’s Vanguard Real Estate ETF VNQ Stock Holding History

Piedmont Capital Management (Montana)’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 		$966K Sell
9,934
-310
-3% -$29.6K 0.49% 29
2026
Q1 		$927K Sell
10,244
-48
-0.5% -$4.4K 0.47% 28
2025
Q4 		$911K Sell
10,292
-41
-0.4% -$3.69K 0.46% 28
2025
Q3 		$945K Sell
10,333
-447
-4% -$40.5K 0.5% 26
2025
Q2 		$960K Buy
10,780
+71
+0.7% +$6.26K 0.56% 24
2025
Q1 		$854K Sell
10,709
-384
-3% -$34.9K 0.61% 23
2024
Q4 		$979K Sell
11,093
-168
-1% -$15.9K 0.59% 23
2024
Q3 		$1.09M Sell
11,261
-36,711
-77% -$3.38M 0.66% 24
2024
Q2 		$4.02M Hold
47,972
– – 2.73% 9
2024
Q1 		$4.02M Sell
47,972
-1,098
-2% -$93.8K 2.73% 9
2023
Q4 		$4.34M Sell
49,070
-1,563
-3% -$124K 3.16% 9
2023
Q3 		$3.83M Buy
50,633
+38,348
+312% +$3.16M 3.05% 9
2023
Q2 		$1.03M Buy
12,285
+292
+2% +$23.9K 0.78% 18
2023
Q1 		$985K Buy
11,993
+542
+5% +$46.6K 0.79% 18
2022
Q4 		$946K Sell
11,451
-754
-6% -$62.5K 0.79% 18
2022
Q3 		$984K Sell
12,205
-1,592
-12% -$149K 0.89% 12
2022
Q2 		$1.26M Sell
13,797
-105,747
-88% -$10.5M 1.29% 12
2022
Q1 		$13.1M Buy
119,544
+8,406
+8% +$890K 9.84% 2
2021
Q4 		$12.9M Buy
111,138
+2,267
+2% +$248K 10.13% 3
2021
Q3 		$11.4M Buy
108,871
+5,810
+6% +$616K 9.08% 3
2021
Q2 		$10.6M Buy
103,061
+3,308
+3% +$328K 8.78% 4
2021
Q1 		$9.22M Buy
99,753
+94,771
+1,902% +$8.33M 8.62% 3
2020
Q4 		$423K Buy
+4,982
New +$413K 0.43% 27

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Piedmont Capital Management (Montana)'s VNQ Position: Q2 2026 in Review

Piedmont Capital Management (Montana) reduced its Vanguard Real Estate ETF (VNQ) stake by 3% in Q2 2026, selling an estimated $29.6K and leaving 9,934 shares worth $966K. The position accounts for 0.49% of the portfolio, ranked #29.

Piedmont Capital Management (Montana) first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.1M in Q1 2022. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Piedmont Capital Management (Montana) held 9,934 shares of Vanguard Real Estate ETF worth $966K as of Q2 2026.
  • Piedmont Capital Management (Montana) sold 310 Vanguard Real Estate ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Real Estate ETF made up 0.49% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #29 holding.
  • Piedmont Capital Management (Montana) first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Piedmont Capital Management (Montana)'s Vanguard Real Estate ETF position peaked at $13.1M in Q1 2022.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.