Riverview Trust Company’s Vanguard Real Estate ETF VNQ Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-12,198	Closed	-$1.1M	–	572
2025 Q1	$1.1M	Sell	12,198 -7,799	-39%	-$708K	1.09%	19
2024 Q4	$1.78M	Sell	19,997 -3	-0%	-$283	1.62%	12
2024 Q3	$1.95M	Hold	20,000	–	–	1.71%	9
2024 Q2	$1.68M	Sell	20,000 -24,865	-55%	-$2.05M	1.59%	12
2024 Q1	$3.88M	Buy	44,865 +65	+0.1%	+$5.55K	2.99%	4
2023 Q4	$3.96M	Hold	44,800	–	–	4.03%	4
2023 Q3	$3.39M	Hold	44,800	–	–	3.01%	5
2023 Q2	$3.74M	Sell	44,800 -35	-0.1%	-$2.87K	3.39%	5
2023 Q1	$3.72M	Buy	44,835 +35	+0.1%	+$3.01K	3.42%	5
2022 Q4	$3.69M	Hold	44,800	–	–	3.5%	4
2022 Q3	$3.59M	Hold	44,800	–	–	3.48%	5
2022 Q2	$4.08M	Hold	44,800	–	–	3.56%	5
2022 Q1	$4.86M	Hold	44,800	–	–	3.6%	5
2021 Q4	$5.2M	Hold	44,800	–	–	3.05%	5
2021 Q3	$4.56M	Hold	44,800	–	–	4.83%	3
2021 Q2	$4.56M	Hold	44,800	–	–	4.82%	3
2021 Q1	$4.12M	Hold	44,800	–	–	4.59%	3
2020 Q4	$3.81M	Hold	44,800	–	–	4.21%	4
2020 Q3	$3.54M	Hold	44,800	–	–	4.07%	5
2020 Q2	$3.52M	Hold	44,800	–	–	3.41%	7
2020 Q1	$3.13M	Hold	44,800	–	–	3.01%	7
2019 Q4	$4.16M	Hold	44,800	–	–	2.8%	5
2019 Q3	$4.18M	Hold	44,800	–	–	2.91%	6
2019 Q2	$3.92M	Hold	44,800	–	–	2.75%	8
2019 Q1	$3.89M	Hold	44,800	–	–	2.94%	7
2018 Q4	$3.34M	Buy	+44,800	New	+$3.53M	2.61%	7

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Riverview Trust Company's VNQ Position: Q2 2025 in Review

Riverview Trust Company sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 12,198 shares — an estimated $1.1M sold.

Riverview Trust Company first reported a position in VNQ in Q4 2018 and held it in 26 quarters. The position peaked at $5.2M in Q4 2021. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Riverview Trust Company reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 12,198 Vanguard Real Estate ETF shares in Q2 2025, an estimated $1.1M.
Riverview Trust Company first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 26 quarters.
Riverview Trust Company's Vanguard Real Estate ETF position peaked at $5.2M in Q4 2021.
1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.