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VNQ icon

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
2026
Q2 		$1,000K Sell
10,370
-834
-7% -$79.7K 0.03% 247
2026
Q1 		$994K Buy
11,204
+168
+2% +$15.4K 0.04% 233
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
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

SageView Advisory Group's VNQ Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard Real Estate ETF (VNQ) stake by 7.4% in Q2 2026, selling an estimated $79.7K and leaving 10,370 shares worth $1,000K. The position accounts for 0.03% of the portfolio, ranked #247.

SageView Advisory Group first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.84M in Q1 2024. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • SageView Advisory Group held 10,370 shares of Vanguard Real Estate ETF worth $1,000K as of Q2 2026.
  • SageView Advisory Group sold 834 Vanguard Real Estate ETF shares in Q2 2026, an estimated $79.7K.
  • Vanguard Real Estate ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #247 holding.
  • SageView Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Vanguard Real Estate ETF position peaked at $6.84M in Q1 2024.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.