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

Sage Investment Counsel’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	$648K	Sell	6,723 -33	-0.5%	-$3.15K	0.65%	42
2026 Q1	$599K	Buy	6,756 +107	+2%	+$9.81K	0.66%	43
2025 Q4	$588K	Sell	6,649 -185	-3%	-$16.6K	0.65%	45
2025 Q3	$625K	Sell	6,834 -192	-3%	-$17.4K	0.69%	43
2025 Q2	$626K	Sell	7,026 -512	-7%	-$45.2K	0.73%	41
2025 Q1	$682K	Sell	7,538 -195	-3%	-$17.7K	0.87%	34
2024 Q4	$689K	Buy	+7,733	New	+$731K	0.9%	30

Other funds holding VNQ

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Sage Investment Counsel reduced its Vanguard Real Estate ETF (VNQ) stake by 0.49% in Q2 2026, selling an estimated $3.15K and leaving 6,723 shares worth $648K. The position accounts for 0.65% of the portfolio, ranked #42.

Sage Investment Counsel first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q4 2024. 997 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Sage Investment Counsel held 6,723 shares of Vanguard Real Estate ETF worth $648K as of Q2 2026.
Sage Investment Counsel sold 33 Vanguard Real Estate ETF shares in Q2 2026, an estimated $3.15K.
Vanguard Real Estate ETF made up 0.65% of Sage Investment Counsel's portfolio in Q2 2026, its #42 holding.
Sage Investment Counsel first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Vanguard Real Estate ETF position peaked at $689K in Q4 2024.
997 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.