Stonebridge Financial Group (Pennsylvania)’s Vanguard Real Estate ETF VNQ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$337K	Buy	3,498 +490	+16%	+$46.8K	0.03%	213
2026 Q1	$267K	Hold	3,008	–	–	0.02%	224
2025 Q4	$266K	Hold	3,008	–	–	0.02%	215
2025 Q3	$275K	Hold	3,008	–	–	0.02%	203
2025 Q2	$268K	Hold	3,008	–	–	0.03%	202
2025 Q1	$272K	Sell	3,008 -151	-5%	-$13.7K	0.03%	190
2024 Q4	$281K	Buy	+3,159	New	+$298K	0.03%	197

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VNQ Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard Real Estate ETF (VNQ) stake by 16% in Q2 2026, buying an estimated $46.8K and bringing the position to 3,498 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #213.

Stonebridge Financial Group (Pennsylvania) first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,580 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 3,498 shares of Vanguard Real Estate ETF worth $337K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 490 Vanguard Real Estate ETF shares in Q2 2026, an estimated $46.8K.
Vanguard Real Estate ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #213 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
1,580 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.