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VNQ icon

Pinnacle Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Pinnacle Financial Group’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 		$2.7M Sell
30,477
-2,022
-6% -$185K 0.74% 33
2025
Q4 		$2.88M Sell
32,499
-1,360
-4% -$122K 0.83% 31
2025
Q3 		$3.1M Buy
33,859
+76
+0.2% +$6.89K 0.94% 27
2025
Q2 		$3.01M Sell
33,783
-1,630
-5% -$144K 1.01% 25
2025
Q1 		$3.21M Sell
35,413
-904
-2% -$82K 1.16% 23
2024
Q4 		$3.24M Buy
36,317
+928
+3% +$87.7K 1.27% 22
2024
Q3 		$3.45M Sell
35,389
-772
-2% -$71.1K 1.35% 21
2024
Q2 		$3.03M Buy
36,161
+184
+0.5% +$15.2K 1.3% 22
2024
Q1 		$3.11M Buy
35,977
+398
+1% +$34K 1.37% 21
2023
Q4 		$3.14M Buy
35,579
+2,587
+8% +$205K 1.61% 17
2023
Q3 		$2.5M Sell
32,992
-4,607
-12% -$380K 1.49% 18
2023
Q2 		$3.14M Sell
37,599
-241
-0.6% -$19.7K 1.78% 15
2023
Q1 		$3.14M Sell
37,840
-53,114
-58% -$4.56M 1.88% 15
2022
Q4 		$7.5M Buy
90,954
+3,241
+4% +$269K 5.3% 3
2022
Q3 		$7.03M Buy
87,713
+1,353
+2% +$127K 6.09% 3
2022
Q2 		$7.87M Buy
86,360
+6,596
+8% +$657K 6.71% 3
2022
Q1 		$8.64M Sell
79,764
-1,988
-2% -$210K 7% 3
2021
Q4 		$9.48M Buy
+81,752
New +$8.93M 7.33% 3

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

Pinnacle Financial Group's VNQ Position: Q1 2026 in Review

Pinnacle Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 6.2% in Q1 2026, selling an estimated $185K and leaving 30,477 shares worth $2.7M. The position accounts for 0.74% of the portfolio, ranked #33.

Pinnacle Financial Group first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.48M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Pinnacle Financial Group held 30,477 shares of Vanguard Real Estate ETF worth $2.7M as of Q1 2026.
  • Pinnacle Financial Group sold 2,022 Vanguard Real Estate ETF shares in Q1 2026, an estimated $185K.
  • Vanguard Real Estate ETF made up 0.74% of Pinnacle Financial Group's portfolio in Q1 2026, its #33 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Financial Group's Vanguard Real Estate ETF position peaked at $9.48M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.