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Sanctuary Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$1.2M Sell
13,504
-5,129
-28% -$485K 0.8% 22
2024
Q3 		$1.82M Sell
18,633
-1,906
-9% -$175K 1.3% 17
2024
Q2 		$1.72M Sell
20,539
-2,377
-10% -$196K 1.3% 17
2024
Q1 		$1.98M Sell
22,916
-5,191
-18% -$444K 1.61% 12
2023
Q4 		$2.48M Sell
28,107
-4,256
-13% -$337K 2.41% 9
2023
Q3 		$2.45M Buy
32,363
+738
+2% +$60.9K 2.67% 9
2023
Q2 		$2.64M Buy
+31,625
New +$2.59M 2.8% 10
2022
Q4 		$2.6M Buy
31,550
+1,236
+4% +$102K 3.04% 4
2022
Q3 		$2.43M Sell
30,314
-812
-3% -$75.9K 3.15% 4
2022
Q2 		$2.84M Sell
31,126
-651
-2% -$64.9K 3.48% 4
2022
Q1 		$3.44M Buy
31,777
+2,066
+7% +$219K 3.79% 7
2021
Q4 		$3.45M Buy
29,711
+3,640
+14% +$398K 3.67% 6
2021
Q3 		$2.65M Buy
26,071
+1,729
+7% +$183K 2.95% 8
2021
Q2 		$2.48M Sell
24,342
-2,068
-8% -$205K 2.97% 13
2021
Q1 		$2.43M Sell
26,410
-4,867
-16% -$428K 3.12% 9
2020
Q4 		$2.66M Sell
31,277
-5,008
-14% -$415K 3.23% 12
2020
Q3 		$2.87M Buy
36,285
+3,308
+10% +$266K 2.78% 6
2020
Q2 		$2.59M Buy
32,977
+3,793
+13% +$288K 2.72% 6
2020
Q1 		$2.04M Sell
29,184
-63,390
-68% -$5.57M 2.7% 3
2019
Q4 		$8.59M Sell
92,574
-12,680
-12% -$1.17M 9.56% 3
2019
Q3 		$9.81M Sell
105,254
-5,455
-5% -$495K 9.93% 3
2019
Q2 		$9.68M Buy
110,709
+104,800
+1,774% +$9.17M 8.93% 4
2019
Q1 		$441K Hold
5,909
– – 0.46% 12
2018
Q4 		$441K Buy
5,909
+3,228
+120% +$254K 0.46% 12
2018
Q3 		$216K Buy
+2,681
New +$221K 0.19% 19
2018
Q1 		– Sell
-64,480
Closed -$5.35M – 22
2017
Q4 		$5.35M Buy
+64,480
New +$5.4M 4.88% 6

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Wealth Management's VNQ Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 28% in Q4 2024, selling an estimated $485K and leaving 13,504 shares worth $1.2M. The position accounts for 0.8% of the portfolio, ranked #22.

Sanctuary Wealth Management first reported a position in VNQ in Q4 2017 and has held it in 26 quarters since. The position peaked at $9.81M in Q3 2019. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Sanctuary Wealth Management held 13,504 shares of Vanguard Real Estate ETF worth $1.2M as of Q4 2024.
  • Sanctuary Wealth Management sold 5,129 Vanguard Real Estate ETF shares in Q4 2024, an estimated $485K.
  • Vanguard Real Estate ETF made up 0.8% of Sanctuary Wealth Management's portfolio in Q4 2024, its #22 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 26 quarters since.
  • Sanctuary Wealth Management's Vanguard Real Estate ETF position peaked at $9.81M in Q3 2019.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.