Sage Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Sage Financial 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 Q1	$25.7M	Buy	289,964 +30,606	+12%	+$2.81M	1.67%	12
2025 Q4	$23M	Buy	259,358 +21,404	+9%	+$1.92M	1.52%	13
2025 Q3	$21.8M	Buy	237,954 +28,753	+14%	+$2.61M	1.48%	12
2025 Q2	$18.6M	Buy	209,201 +14,413	+7%	+$1.27M	1.38%	12
2025 Q1	$17.6M	Buy	194,788 +32,770	+20%	+$2.97M	1.42%	12
2024 Q4	$14.4M	Buy	162,018 +29,225	+22%	+$2.76M	1.16%	14
2024 Q3	$12.9M	Buy	132,793 +6,018	+5%	+$554K	1.06%	17
2024 Q2	$10.6M	Buy	126,775 +15,429	+14%	+$1.27M	0.92%	18
2024 Q1	$9.63M	Buy	111,346 +18,615	+20%	+$1.59M	0.87%	19
2023 Q4	$8.19M	Buy	92,731 +9,691	+12%	+$768K	0.8%	19
2023 Q3	$6.28M	Buy	83,040 +11,659	+16%	+$961K	0.7%	21
2023 Q2	$5.96M	Buy	71,381 +12,600	+21%	+$1.03M	0.63%	23
2023 Q1	$4.88M	Buy	58,781 +13,590	+30%	+$1.17M	0.55%	25
2022 Q4	$3.73M	Buy	45,191 +6,033	+15%	+$500K	0.45%	31
2022 Q3	$3.14M	Buy	39,158 +35,655	+1,018%	+$3.33M	0.43%	27
2022 Q2	$319K	Buy	+3,503	New	+$349K	0.04%	70

Other funds holding VNQ

Empower Advisory Group

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

Northwestern Mutual Wealth Management

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

Creative Planning

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

Bank of America

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

Wealthfront Advisers

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Prudential Financial

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