SFG
VNQ icon

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
Q2 		$29.5M Buy
305,846
+15,882
+5% +$1.52M 1.63% 12
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 $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

Sage Financial Group's VNQ Position: Q2 2026 in Review

Sage Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 5.5% in Q2 2026, buying an estimated $1.52M and bringing the position to 305,846 shares worth $29.5M. The position accounts for 1.63% of the portfolio, ranked #12.

Sage Financial Group first reported a position in VNQ in Q2 2022 and has held it in 17 quarters since. 1,802 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Sage Financial Group held 305,846 shares of Vanguard Real Estate ETF worth $29.5M as of Q2 2026.
  • Sage Financial Group bought 15,882 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.52M.
  • Vanguard Real Estate ETF made up 1.63% of Sage Financial Group's portfolio in Q2 2026, its #12 holding.
  • Sage Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,802 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.