SBI Okasan Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

SBI Okasan Asset 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
2026 Q2	$83.8M	Buy	+853,650	New	+$81.6M	2.75%	8

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SBI Okasan Asset Management's VNQ Position: Q2 2026 in Review

SBI Okasan Asset Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 853,650 shares worth $83.8M. The stake represents 2.75% of the portfolio and ranks #8 among its holdings.

635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

SBI Okasan Asset Management held 853,650 shares of Vanguard Real Estate ETF worth $83.8M as of Q2 2026.
Vanguard Real Estate ETF was a new SBI Okasan Asset Management position in Q2 2026.
Vanguard Real Estate ETF made up 2.75% of SBI Okasan Asset Management's portfolio in Q2 2026, its #8 holding.
635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.