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Southern Michigan Bank & Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Southern Michigan Bank & 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
Q2 		$547K Sell
5,676
-6,192
-52% -$592K 0.19% 47
2026
Q1 		$1.05M Buy
+11,868
New +$1.09M 0.4% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Southern Michigan Bank & Trust's VNQ Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Vanguard Real Estate ETF (VNQ) stake by 52% in Q2 2026, selling an estimated $592K and leaving 5,676 shares worth $547K. The position accounts for 0.19% of the portfolio, ranked #47.

Southern Michigan Bank & Trust first reported a position in VNQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.05M in Q1 2026. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Southern Michigan Bank & Trust held 5,676 shares of Vanguard Real Estate ETF worth $547K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 6,192 Vanguard Real Estate ETF shares in Q2 2026, an estimated $592K.
  • Vanguard Real Estate ETF made up 0.19% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #47 holding.
  • Southern Michigan Bank & Trust first reported a position in Vanguard Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Vanguard Real Estate ETF position peaked at $1.05M in Q1 2026.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.