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

SFG 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
2026 Q1	–	Sell	-8,528	Closed	-$755K	–	134
2025 Q4	$755K	Hold	8,528	–	–	0.3%	61
2025 Q3	$780K	Sell	8,528 -5,528	-39%	-$501K	0.34%	58
2025 Q2	$1.25M	Hold	14,056	–	–	0.76%	23
2025 Q1	$1.27M	Buy	14,056 +11,056	+369%	+$1M	0.62%	31
2024 Q4	$267K	Buy	3,000 +938	+45%	+$88.6K	0.14%	79
2024 Q3	$201K	Buy	+2,062	New	+$190K	0.11%	90
2022 Q2	–	Sell	-2,122	Closed	-$230K	–	101
2022 Q1	$230K	Buy	2,122 +1	+0%	+$106	0.22%	81
2021 Q4	$246K	Buy	+2,121	New	+$232K	0.22%	84

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SFG Wealth Management's VNQ Position: Q1 2026 in Review

SFG Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 8,528 shares — an estimated $755K sold.

SFG Wealth Management first reported a position in VNQ in Q4 2021 and held it in 8 quarters. The position peaked at $1.27M in Q1 2025. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

SFG Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 8,528 Vanguard Real Estate ETF shares in Q1 2026, an estimated $755K.
SFG Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 8 quarters.
SFG Wealth Management's Vanguard Real Estate ETF position peaked at $1.27M in Q1 2025.
1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.