SageView Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

SageView Advisory 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
2025 Q4	$977K	Sell	11,036 -749	-6%	-$67.3K	0.03%	258
2025 Q3	$1.08M	Sell	11,785 -835	-7%	-$75.7K	0.04%	260
2025 Q2	$1.14M	Sell	12,620 -4,441	-26%	-$392K	0.04%	226
2025 Q1	$1.54M	Buy	17,061 +2,029	+13%	+$184K	0.07%	155
2024 Q4	$1.34M	Buy	15,032 +3,324	+28%	+$314K	0.06%	183
2024 Q3	$1.14M	Sell	11,708 -10,887	-48%	-$1M	0.06%	178
2024 Q2	$1.89M	Sell	22,595 -71,523	-76%	-$5.91M	0.09%	130
2024 Q1	$6.84M	Buy	94,118 +68,255	+264%	+$5.83M	0.35%	39
2023 Q4	$2.19M	Buy	25,863 +6,571	+34%	+$521K	0.09%	130
2023 Q3	$1.46M	Sell	19,292 -498	-3%	-$41.1K	0.08%	152
2023 Q2	$1.65M	Buy	19,790 +645	+3%	+$52.8K	0.09%	137
2023 Q1	$1.59M	Buy	19,145 +2,158	+13%	+$185K	0.1%	134
2022 Q4	$1.4M	Buy	+16,987	New	+$1.41M	0.11%	128

Other funds holding VNQ

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

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

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

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

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 Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SageView Advisory Group's VNQ Position: Q4 2025 in Review

SageView Advisory Group reduced its Vanguard Real Estate ETF (VNQ) stake by 6.4% in Q4 2025, selling an estimated $67.3K and leaving 11,036 shares worth $977K. The position accounts for 0.03% of the portfolio, ranked #258.

SageView Advisory Group first reported a position in VNQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.84M in Q1 2024. 1,754 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

SageView Advisory Group held 11,036 shares of Vanguard Real Estate ETF worth $977K as of Q4 2025.
SageView Advisory Group sold 749 Vanguard Real Estate ETF shares in Q4 2025, an estimated $67.3K.
Vanguard Real Estate ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #258 holding.
SageView Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard Real Estate ETF position peaked at $6.84M in Q1 2024.
1,754 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.