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Sara-Bay Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Sara-Bay Financial’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
Q2 		– Sell
-8,584
Closed -$770K – 88
2025
Q1 		$770K Buy
8,584
+15
+0.2% +$1.36K 0.34% 37
2024
Q4 		$757K Buy
8,569
+19
+0.2% +$1.79K 0.28% 36
2024
Q3 		$833K Sell
8,550
-2,591
-23% -$239K 0.3% 37
2024
Q2 		$933K Buy
11,141
+2,568
+30% +$212K 0.38% 28
2024
Q1 		$729K Buy
8,573
+144
+2% +$12.3K 0.33% 35
2023
Q4 		$745K Sell
8,429
-131
-2% -$10.4K 0.36% 32
2023
Q3 		$648K Buy
8,560
+602
+8% +$49.6K 0.33% 27
2023
Q2 		$665K Buy
7,958
+158
+2% +$12.9K 0.32% 30
2023
Q1 		$648K Sell
7,800
-1,790
-19% -$154K 0.33% 33
2022
Q4 		$791K Buy
9,590
+16
+0.2% +$1.33K 0.45% 28
2022
Q3 		$768K Buy
9,574
+57
+0.6% +$5.33K 0.43% 27
2022
Q2 		$874K Buy
9,517
+305
+3% +$30.4K 0.42% 29
2022
Q1 		$998K Buy
9,212
+1,092
+13% +$116K 0.4% 24
2021
Q4 		$942K Buy
8,120
+617
+8% +$67.4K 0.28% 29
2021
Q3 		$764K Buy
7,503
+476
+7% +$50.5K 0.3% 29
2021
Q2 		$716K Buy
7,027
+931
+15% +$92.3K 0.27% 32
2021
Q1 		$650K Buy
6,096
+907
+17% +$79.7K 0.27% 34
2020
Q4 		$441K Buy
5,189
+107
+2% +$8.87K 0.2% 47
2020
Q3 		$401K Sell
5,082
-998
-16% -$80.1K 0.22% 49
2020
Q2 		$484K Buy
+6,080
New +$461K 0.28% 39

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sara-Bay Financial's VNQ Position: Q2 2025 in Review

Sara-Bay Financial sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 8,584 shares — an estimated $770K sold.

Sara-Bay Financial first reported a position in VNQ in Q2 2020 and held it in 20 quarters. The position peaked at $998K in Q1 2022. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Sara-Bay Financial reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Sara-Bay Financial sold 8,584 Vanguard Real Estate ETF shares in Q2 2025, an estimated $770K.
  • Sara-Bay Financial first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 20 quarters.
  • Sara-Bay Financial's Vanguard Real Estate ETF position peaked at $998K in Q1 2022.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Sara-Bay Financial's 13F filing for Q2 2025, filed 15 Jul 2025.