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

Sanibel Captiva 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
2026 Q2	$856K	Sell	8,879 -560	-6%	-$53.5K	0.02%	266
2026 Q1	$837K	Sell	9,439 -800	-8%	-$73.4K	0.02%	253
2025 Q4	$906K	Sell	10,239 -969	-9%	-$87.1K	0.03%	237
2025 Q3	$1.02M	Sell	11,208 -1,190	-10%	-$108K	0.03%	227
2025 Q2	$1.1M	Sell	12,398 -4,398	-26%	-$388K	0.03%	219
2025 Q1	$1.52M	Sell	16,796 -3,220	-16%	-$292K	0.05%	187
2024 Q4	$1.78M	Sell	20,016 -4,558	-19%	-$431K	0.06%	174
2024 Q3	$2.39M	Sell	24,574 -10,848	-31%	-$999K	0.08%	156
2024 Q2	$2.97M	Sell	35,422 -5,672	-14%	-$468K	0.1%	132
2024 Q1	$3.55M	Buy	41,094 +8,235	+25%	+$704K	0.12%	125
2023 Q4	$2.9M	Buy	+32,859	New	+$2.6M	0.11%	129

Other funds holding VNQ

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Sanibel Captiva Trust Company's VNQ Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Vanguard Real Estate ETF (VNQ) stake by 5.9% in Q2 2026, selling an estimated $53.5K and leaving 8,879 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #266.

Sanibel Captiva Trust Company first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.55M in Q1 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Sanibel Captiva Trust Company held 8,879 shares of Vanguard Real Estate ETF worth $856K as of Q2 2026.
Sanibel Captiva Trust Company sold 560 Vanguard Real Estate ETF shares in Q2 2026, an estimated $53.5K.
Vanguard Real Estate ETF made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #266 holding.
Sanibel Captiva Trust Company first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Vanguard Real Estate ETF position peaked at $3.55M in Q1 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.