Sage Investment Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Sage Investment Advisers’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	$498K	Sell	5,163 -13	-0.3%	-$1.24K	0.33%	59
2026 Q1	$461K	Buy	5,176 +181	+4%	+$16.6K	0.34%	60
2025 Q4	$442K	Buy	+4,995	New	+$449K	0.33%	60
2023 Q4	–	Sell	-14,793	Closed	-$1.12M	–	69
2023 Q3	$1.12M	Sell	14,793 -9	-0.1%	-$742	1.54%	28
2023 Q2	$1.24M	Sell	14,802 -1,025	-6%	-$84K	1.65%	27
2023 Q1	$1.31M	Buy	15,827 +5,731	+57%	+$492K	1.76%	25
2022 Q4	$833K	Buy	10,096 +2,509	+33%	+$208K	1.19%	32
2022 Q3	$608K	Buy	7,587 +1,076	+17%	+$101K	0.96%	34
2022 Q2	$593K	Buy	6,511 +915	+16%	+$91.2K	0.93%	34
2022 Q1	$606K	Buy	5,596 +486	+10%	+$51.4K	0.8%	36
2021 Q4	$593K	Buy	+5,110	New	+$558K	0.76%	35

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Investment Advisers's VNQ Position: Q2 2026 in Review

Sage Investment Advisers reduced its Vanguard Real Estate ETF (VNQ) stake by 0.25% in Q2 2026, selling an estimated $1.24K and leaving 5,163 shares worth $498K. The position accounts for 0.33% of the portfolio, ranked #59.

Sage Investment Advisers first reported a position in VNQ in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2023. 895 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Sage Investment Advisers held 5,163 shares of Vanguard Real Estate ETF worth $498K as of Q2 2026.
Sage Investment Advisers sold 13 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.24K.
Vanguard Real Estate ETF made up 0.33% of Sage Investment Advisers's portfolio in Q2 2026, its #59 holding.
Sage Investment Advisers first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 11 quarters since.
Sage Investment Advisers's Vanguard Real Estate ETF position peaked at $1.31M in Q1 2023.
895 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.