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Summit Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Summit Financial’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 		$11.5M Buy
119,408
+5,102
+4% +$488K 0.13% 152
2026
Q1 		$10.1M Buy
114,306
+73,937
+183% +$6.78M 0.13% 153
2025
Q4 		$3.57M Buy
40,369
+764
+2% +$68.7K 0.05% 337
2025
Q3 		$3.62M Buy
39,605
+1,332
+3% +$121K 0.06% 327
2025
Q2 		$3.41M Sell
38,273
-24
-0.1% -$2.12K 0.08% 214
2025
Q1 		$3.47M Buy
38,297
+26,514
+225% +$2.41M 0.1% 178
2024
Q4 		$1.05M Buy
11,783
+1,602
+16% +$151K 0.04% 309
2024
Q3 		$1M Buy
10,181
+1,924
+23% +$177K 0.04% 260
2024
Q2 		$700K Buy
8,257
+3,372
+69% +$278K 0.03% 274
2024
Q1 		$422K Buy
+4,885
New +$417K 0.03% 282
2020
Q2 		– Sell
-5,609
Closed -$392K – 44
2020
Q1 		$392K Buy
5,609
+362
+7% +$31.8K 0.09% 27
2019
Q4 		$487K Buy
+5,247
New +$486K 0.08% 35
2019
Q3 		– Sell
-5,357
Closed -$473K – 37
2019
Q2 		$473K Sell
5,357
-2,288
-30% -$200K 0.08% 36
2019
Q1 		$669K Buy
7,645
+798
+12% +$65.9K 0.11% 31
2018
Q4 		$511K Buy
+6,847
New +$539K 0.1% 34

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Summit Financial's VNQ Position: Q2 2026 in Review

Summit Financial increased its Vanguard Real Estate ETF (VNQ) stake by 4.5% in Q2 2026, buying an estimated $488K and bringing the position to 119,408 shares worth $11.5M. The position accounts for 0.13% of the portfolio, ranked #152.

Summit Financial first reported a position in VNQ in Q4 2018 and has held it in 15 quarters since. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Summit Financial held 119,408 shares of Vanguard Real Estate ETF worth $11.5M as of Q2 2026.
  • Summit Financial bought 5,102 Vanguard Real Estate ETF shares in Q2 2026, an estimated $488K.
  • Vanguard Real Estate ETF made up 0.13% of Summit Financial's portfolio in Q2 2026, its #152 holding.
  • Summit Financial first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 15 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.