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
2026 Q2	$4.55M	Sell	47,193 -2,509	-5%	-$240K	3.24%	5
2026 Q1	$4.41M	Sell	49,702 -3,139	-6%	-$288K	3.24%	5
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 $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

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

Nalls Sherbakoff Group's VNQ Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Vanguard Real Estate ETF (VNQ) stake by 5% in Q2 2026, selling an estimated $240K and leaving 47,193 shares worth $4.55M. The position accounts for 3.24% of the portfolio, ranked #5.

Nalls Sherbakoff Group first reported a position in VNQ in Q4 2018 and has held it in 11 quarters since. The position peaked at $6.3M in Q4 2023. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Nalls Sherbakoff Group held 47,193 shares of Vanguard Real Estate ETF worth $4.55M as of Q2 2026.
Nalls Sherbakoff Group sold 2,509 Vanguard Real Estate ETF shares in Q2 2026, an estimated $240K.
Vanguard Real Estate ETF made up 3.24% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #5 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Real Estate ETF position peaked at $6.3M in Q4 2023.
1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.