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Sage Mountain Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Sage Mountain Advisors’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 		$21.7K Hold
245
– – ﹤0.01% 260
2025
Q4 		$21.7K Sell
245
-3,738
-94% -$336K ﹤0.01% 539
2025
Q3 		$364K Buy
3,983
+229
+6% +$20.8K 0.02% 337
2025
Q2 		$334K Hold
3,754
– – 0.02% 305
2025
Q1 		$340K Hold
3,754
– – 0.03% 274
2024
Q4 		$334K Buy
3,754
+3,509
+1,432% +$332K 0.02% 269
2024
Q3 		$23.9K Sell
245
-230
-48% -$21.2K ﹤0.01% 455
2024
Q2 		$39.8K Sell
475
-13,090
-96% -$1.08M ﹤0.01% 391
2024
Q1 		$1.17M Buy
13,565
+13,370
+6,856% +$1.14M 0.12% 87
2023
Q4 		$17.2K Sell
195
-1,867
-91% -$148K ﹤0.01% 325
2023
Q3 		$156K Buy
2,062
+15
+0.7% +$1.24K 0.02% 264
2023
Q2 		$171K Sell
2,047
-457
-18% -$37.4K 0.02% 257
2023
Q1 		$208K Sell
2,504
-7,470
-75% -$642K 0.03% 226
2022
Q4 		$823K Buy
9,974
+8,154
+448% +$676K 0.19% 48
2022
Q3 		$146K Buy
1,820
+1,338
+278% +$125K 0.04% 197
2022
Q2 		$44K Buy
482
+68
+16% +$6.78K 0.01% 543
2022
Q1 		$45K Sell
414
-1,897
-82% -$201K 0.01% 560
2021
Q4 		$268K Hold
2,311
– – 0.03% 464
2021
Q3 		$235K Hold
2,311
– – 0.03% 406
2021
Q2 		$235K Buy
+2,311
New +$229K 0.04% 360

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
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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
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

Sage Mountain Advisors's VNQ Position: Q1 2026 in Review

Sage Mountain Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 245 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Sage Mountain Advisors first reported a position in VNQ in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q1 2024. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Sage Mountain Advisors held 245 shares of Vanguard Real Estate ETF worth $21.7K as of Q1 2026.
  • Sage Mountain Advisors left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #260 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 20 quarters since.
  • Sage Mountain Advisors's Vanguard Real Estate ETF position peaked at $1.17M in Q1 2024.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.