Nalls Sherbakoff Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$4.68M	Sell	52,841 -7,925	-13%	-$712K	3.37%	5
2025 Q3	$5.56M	Sell	60,766 -2,270	-4%	-$206K	3.75%	5
2025 Q2	$5.61M	Sell	63,036 -2,190	-3%	-$193K	4.09%	5
2025 Q1	$5.91M	Buy	+65,226	New	+$5.92M	4.8%	4
2023 Q4	$6.3M	Sell	71,313 -4,556	-6%	-$361K	5.61%	4
2023 Q3	$5.74M	Buy	75,869 +2,272	+3%	+$187K	5.59%	4
2023 Q2	$5.89M	Buy	73,597 +1,882	+3%	+$154K	5.78%	4
2023 Q1	$5.83M	Buy	+71,715	New	+$6.16M	5.8%	4
2018 Q4	$2.7M	Buy	+36,255	New	+$2.86M	4.32%	5

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Nalls Sherbakoff Group's VNQ Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Vanguard Real Estate ETF (VNQ) stake by 13% in Q4 2025, selling an estimated $712K and leaving 52,841 shares worth $4.68M. The position accounts for 3.37% of the portfolio, ranked #5.

Nalls Sherbakoff Group first reported a position in VNQ in Q4 2018 and has held it in 9 quarters since. The position peaked at $6.3M in Q4 2023. 1,754 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Nalls Sherbakoff Group held 52,841 shares of Vanguard Real Estate ETF worth $4.68M as of Q4 2025.
Nalls Sherbakoff Group sold 7,925 Vanguard Real Estate ETF shares in Q4 2025, an estimated $712K.
Vanguard Real Estate ETF made up 3.37% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #5 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Real Estate ETF position peaked at $6.3M in Q4 2023.
1,754 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.