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Sequoia Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Sequoia Financial Advisors’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 		$9.99M Sell
103,610
-9,010
-8% -$861K 0.05% 227
2026
Q1 		$9.99M Sell
112,620
-234,058
-68% -$21.5M 0.06% 208
2025
Q4 		$30.7M Sell
346,678
-38,143
-10% -$3.43M 0.17% 102
2025
Q3 		$35.2M Sell
384,821
-7,777
-2% -$705K 0.21% 89
2025
Q2 		$35M Sell
392,598
-16,849
-4% -$1.49M 0.24% 89
2025
Q1 		$37.1M Buy
409,447
+287,218
+235% +$26.1M 0.29% 77
2024
Q4 		$10.9M Buy
122,229
+88,004
+257% +$8.32M 0.1% 166
2024
Q3 		$3.34M Buy
34,225
+17,083
+100% +$1.57M 0.04% 276
2024
Q2 		$1.44M Buy
17,142
+1,648
+11% +$136K 0.02% 405
2024
Q1 		$1.34M Sell
15,494
-972
-6% -$83K 0.02% 413
2023
Q4 		$1.45M Buy
16,466
+1,292
+9% +$102K 0.02% 428
2023
Q3 		$1.15M Sell
15,174
-31
-0.2% -$2.56K 0.02% 308
2023
Q2 		$1.28M Buy
15,205
+7,183
+90% +$588K 0.02% 307
2023
Q1 		$666K Sell
8,022
-2,220
-22% -$191K 0.01% 395
2022
Q4 		$845K Buy
10,242
+582
+6% +$48.3K 0.02% 325
2022
Q3 		$774K Sell
9,660
-14,920
-61% -$1.4M 0.02% 236
2022
Q2 		$2.24M Sell
24,580
-562
-2% -$56K 0.06% 161
2022
Q1 		$2.73M Buy
25,142
+748
+3% +$79.2K 0.07% 157
2021
Q4 		$2.83M Buy
24,394
+18,989
+351% +$2.07M 0.08% 148
2021
Q3 		$550K Sell
5,405
-3,829
-41% -$406K 0.06% 144
2021
Q2 		$940K Sell
9,234
-1,567
-15% -$155K 0.03% 210
2021
Q1 		$992K Sell
10,801
-4,638
-30% -$408K 0.04% 190
2020
Q4 		$1.31M Buy
15,439
+3,474
+29% +$288K 0.06% 159
2020
Q3 		$945K Sell
11,965
-448
-4% -$36K 0.05% 172
2020
Q2 		$975K Buy
+12,413
New +$941K 0.06% 150
2020
Q1 		– Sell
-2,424
Closed -$225K – 413
2019
Q4 		$225K Buy
2,424
+127
+6% +$11.8K 0.01% 346
2019
Q3 		$214K Buy
+2,297
New +$209K 0.02% 330
2019
Q2 		– Sell
-2,687
Closed -$234K – 389
2019
Q1 		$234K Buy
+2,687
New +$222K 0.02% 322
2018
Q4 		– Sell
-4,715
Closed -$380K – 334
2018
Q3 		$380K Sell
4,715
-105
-2% -$8.65K 0.04% 191
2018
Q2 		$393K Sell
4,820
-91
-2% -$7.05K 0.04% 184
2018
Q1 		$371K Sell
4,911
-139
-3% -$10.6K 0.04% 196
2017
Q4 		$419K Buy
5,050
+285
+6% +$23.9K 0.04% 188
2017
Q3 		$396K Sell
4,765
-155
-3% -$13K 0.05% 176
2017
Q2 		$409K Buy
4,920
+489
+11% +$40.8K 0.05% 165
2017
Q1 		$366K Sell
4,431
-535
-11% -$44.4K 0.05% 170
2016
Q4 		$410K Buy
4,966
+636
+15% +$51.8K 0.06% 158
2016
Q3 		$376K Buy
4,330
+185
+4% +$16.5K 0.07% 142
2016
Q2 		$368K Buy
4,145
+120
+3% +$10.1K 0.1% 143
2016
Q1 		$337K Buy
4,025
+1,206
+43% +$93.9K 0.11% 127
2015
Q4 		$225K Hold
2,819
– – 0.09% 153
2015
Q3 		$213K Sell
2,819
-194
-6% -$14.9K 0.09% 154
2015
Q2 		$225K Buy
3,013
+484
+19% +$38.7K 0.1% 167
2015
Q1 		$213K Buy
+2,529
New +$215K 0.1% 164

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

Sequoia Financial Advisors's VNQ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 8% in Q2 2026, selling an estimated $861K and leaving 103,610 shares worth $9.99M. The position accounts for 0.05% of the portfolio, ranked #227.

Sequoia Financial Advisors first reported a position in VNQ in Q1 2015 and has held it in 43 quarters since. The position peaked at $37.1M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Sequoia Financial Advisors held 103,610 shares of Vanguard Real Estate ETF worth $9.99M as of Q2 2026.
  • Sequoia Financial Advisors sold 9,010 Vanguard Real Estate ETF shares in Q2 2026, an estimated $861K.
  • Vanguard Real Estate ETF made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #227 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2015 and has held it in 43 quarters since.
  • Sequoia Financial Advisors's Vanguard Real Estate ETF position peaked at $37.1M in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.