Sabal Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Sabal Trust’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 Q1	$2.98M	Sell	32,882 -4,179	-11%	-$379K	0.17%	84
2024 Q4	$3.3M	Buy	37,061 +5,148	+16%	+$486K	0.19%	83
2024 Q3	$3.11M	Buy	31,913 +54	+0.2%	+$4.97K	0.17%	78
2024 Q2	$2.67M	Buy	31,859 +2,001	+7%	+$165K	0.16%	78
2024 Q1	$2.58M	Sell	29,858 -5,137	-15%	-$439K	0.15%	77
2023 Q4	$3.09M	Sell	34,995 -3,356	-9%	-$266K	0.19%	67
2023 Q3	$2.9M	Buy	38,351 +1,306	+4%	+$108K	0.19%	65
2023 Q2	$3.1M	Buy	37,045 +3,873	+12%	+$317K	0.2%	62
2023 Q1	$2.75M	Sell	33,172 -1,923	-5%	-$165K	0.19%	59
2022 Q4	$2.89M	Buy	35,095 +666	+2%	+$55.2K	0.2%	57
2022 Q3	$2.76M	Buy	34,429 +1,109	+3%	+$104K	0.21%	56
2022 Q2	$3.04M	Buy	33,320 +4,689	+16%	+$467K	0.22%	56
2022 Q1	$3.1M	Sell	28,631 -285	-1%	-$30.2K	0.21%	55
2021 Q4	$3.35M	Buy	28,916 +937	+3%	+$102K	0.21%	57
2021 Q3	$2.85M	Buy	27,979 +264	+1%	+$28K	0.2%	56
2021 Q2	$2.82M	Sell	27,715 -26,579	-49%	-$2.64M	0.2%	56
2021 Q1	$4.99M	Buy	54,294 +1,181	+2%	+$104K	0.37%	50
2020 Q4	$4.51M	Buy	53,113 +1,945	+4%	+$161K	0.36%	51
2020 Q3	$4.04M	Buy	51,168 +28,502	+126%	+$2.29M	0.35%	49
2020 Q2	$1.78M	Buy	22,666 +3,759	+20%	+$285K	0.17%	57
2020 Q1	$1.32M	Sell	18,907 -265	-1%	-$23.3K	0.15%	55
2019 Q4	$1.78M	Sell	19,172 -35	-0.2%	-$3.24K	0.14%	60
2019 Q3	$1.79M	Buy	19,207 +3,184	+20%	+$289K	0.14%	58
2019 Q2	$1.4M	Sell	16,023 -441	-3%	-$38.6K	0.12%	60
2019 Q1	$1.43M	Sell	16,464 -3,681	-18%	-$304K	0.13%	61
2018 Q4	$1.5M	Buy	20,145 +676	+3%	+$53.3K	0.15%	60
2018 Q3	$1.57M	Buy	19,469 +5,724	+42%	+$471K	0.14%	61
2018 Q2	$1.12M	Sell	13,745 -1,862	-12%	-$144K	0.11%	66
2018 Q1	$1.18M	Buy	15,607 +480	+3%	+$36.7K	0.11%	63
2017 Q4	$1.26M	Buy	15,127 +1,813	+14%	+$152K	0.13%	53
2017 Q3	$1.11M	Buy	13,314 +73	+0.6%	+$6.1K	0.11%	56
2017 Q2	$1.1M	Sell	13,241 -1,222	-8%	-$102K	0.12%	54
2017 Q1	$1.19M	Sell	14,463 -60	-0.4%	-$4.98K	0.13%	52
2016 Q4	$1.2M	Buy	14,523 +1,578	+12%	+$129K	0.13%	52
2016 Q3	$1.12M	Sell	12,945 -897	-6%	-$80K	0.12%	53
2016 Q2	$1.23M	Sell	13,842 -90	-0.6%	-$7.56K	0.14%	49
2016 Q1	$1.17M	Sell	13,932 -875	-6%	-$68.1K	0.14%	52
2015 Q4	$1.18M	Buy	14,807 +10	+0.1%	+$792	0.15%	51
2015 Q3	$1.12M	Sell	14,797 -436	-3%	-$33.5K	0.16%	48
2015 Q2	$1.14M	Buy	15,233 +445	+3%	+$35.6K	0.15%	53
2015 Q1	$1.25M	Sell	14,788 -145	-1%	-$12.3K	0.16%	52
2014 Q4	$1.21M	Sell	14,933 -135	-0.9%	-$10.6K	0.16%	51
2014 Q3	$1.08M	Sell	15,068 -245	-2%	-$18.5K	0.15%	52
2014 Q2	$1.15M	Sell	15,313 -135	-0.9%	-$9.93K	0.16%	49
2014 Q1	$1.09M	Buy	15,448 +435	+3%	+$29.8K	0.15%	51
2013 Q4	$970K	Buy	15,013 +93	+0.6%	+$6.22K	0.14%	54
2013 Q3	$987K	Buy	14,920 +464	+3%	+$31.5K	0.15%	51
2013 Q2	$993K	Buy	+14,456	New	+$1.05M	0.16%	55

Other funds holding VNQ

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

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

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sabal Trust's VNQ Position: Q1 2025 in Review

Sabal Trust reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q1 2025, selling an estimated $379K and leaving 32,882 shares worth $2.98M. The position accounts for 0.17% of the portfolio, ranked #84.

Sabal Trust first reported a position in VNQ in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.99M in Q1 2021. 1,713 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Sabal Trust held 32,882 shares of Vanguard Real Estate ETF worth $2.98M as of Q1 2025.
Sabal Trust sold 4,179 Vanguard Real Estate ETF shares in Q1 2025, an estimated $379K.
Vanguard Real Estate ETF made up 0.17% of Sabal Trust's portfolio in Q1 2025, its #84 holding.
Sabal Trust first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 48 quarters since.
Sabal Trust's Vanguard Real Estate ETF position peaked at $4.99M in Q1 2021.
1,713 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.