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VNQ icon

SVB Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

SVB Wealth’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 		$380K Sell
3,943
-471
-11% -$45K 0.02% 295
2026
Q1 		$392K Sell
4,414
-1,323
-23% -$121K 0.03% 284
2025
Q4 		$508K Sell
5,737
-2,381
-29% -$214K 0.03% 278
2025
Q3 		$742K Sell
8,118
-7,002
-46% -$635K 0.04% 252
2025
Q2 		$1.35M Buy
+15,120
New +$1.33M 0.07% 206
2025
Q1 		– Sell
-65,622
Closed -$5.85M – 1794
2024
Q4 		$5.85M Buy
65,622
+51,992
+381% +$4.91M 0.11% 126
2024
Q3 		$1.33M Sell
13,630
-103,269
-88% -$9.51M 1.13% 11
2024
Q2 		$9.79M Sell
116,899
-4,963
-4% -$410K 0.24% 102
2024
Q1 		$10.5M Buy
121,862
+38,418
+46% +$3.28M 0.24% 105
2023
Q4 		$7.37M Buy
83,444
+26,037
+45% +$2.06M 0.18% 130
2023
Q3 		$4.34M Sell
57,407
-3,309
-5% -$273K 0.1% 158
2023
Q2 		$5.07M Sell
60,716
-16,373
-21% -$1.34M 0.09% 158
2023
Q1 		$6.4M Sell
77,089
-10,441
-12% -$897K 0.09% 156
2022
Q4 		$7.22M Sell
87,530
-1,106
-1% -$91.7K 0.1% 143
2022
Q3 		$7.11M Sell
88,636
-9,907
-10% -$926K 0.1% 141
2022
Q2 		$8.98M Buy
98,543
+14,488
+17% +$1.44M 0.14% 111
2022
Q1 		$9.11M Sell
84,055
-7,600
-8% -$804K 0.12% 118
2021
Q4 		$10.6M Buy
91,655
+11,167
+14% +$1.22M 0.17% 103
2021
Q3 		$8.19M Buy
80,488
+4,041
+5% +$429K 0.11% 129
2021
Q2 		$7.78M Buy
76,447
+14,535
+23% +$1.44M 0.1% 135
2021
Q1 		$5.69M Sell
61,912
-1,961
-3% -$172K 0.08% 155
2020
Q4 		$5.42M Sell
63,873
-3,829
-6% -$318K 0.08% 154
2020
Q3 		$5.35M Sell
67,702
-4,739
-7% -$380K 0.09% 143
2020
Q2 		$5.69M Buy
72,441
+71,965
+15,119% +$5.46M 0.11% 127
2020
Q1 		$33K Sell
476
-94,617
-99% -$8.31M ﹤0.01% 523
2019
Q4 		$8.82M Buy
95,093
+7,581
+9% +$702K 0.16% 105
2019
Q3 		$8.16M Buy
87,512
+12,312
+16% +$1.12M 0.16% 102
2019
Q2 		$6.57M Buy
+75,200
New +$6.58M 0.22% 114

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

SVB Wealth's VNQ Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, selling an estimated $45K and leaving 3,943 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #295.

SVB Wealth first reported a position in VNQ in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.6M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • SVB Wealth held 3,943 shares of Vanguard Real Estate ETF worth $380K as of Q2 2026.
  • SVB Wealth sold 471 Vanguard Real Estate ETF shares in Q2 2026, an estimated $45K.
  • Vanguard Real Estate ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #295 holding.
  • SVB Wealth first reported a position in Vanguard Real Estate ETF in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's Vanguard Real Estate ETF position peaked at $10.6M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.