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

Sherman 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	$2.14M	Sell	22,209 -3,168	-12%	-$303K	1.66%	14
2026 Q1	$2.25M	Buy	25,377 +2,233	+10%	+$205K	2.07%	13
2025 Q4	$2.05M	Buy	23,144 +1,703	+8%	+$153K	1.73%	14
2025 Q3	$1.96M	Buy	21,441 +119	+0.6%	+$10.8K	1.69%	14
2025 Q2	$1.9M	Buy	21,322 +3,330	+19%	+$294K	1.68%	15
2025 Q1	$1.63M	Sell	17,992 -781	-4%	-$70.9K	1.56%	16
2024 Q4	$1.67M	Buy	+18,773	New	+$1.77M	1.53%	16

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sherman Asset Management's VNQ Position: Q2 2026 in Review

Sherman Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2026, selling an estimated $303K and leaving 22,209 shares worth $2.14M. The position accounts for 1.66% of the portfolio, ranked #14.

Sherman Asset Management first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q1 2026. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Sherman Asset Management held 22,209 shares of Vanguard Real Estate ETF worth $2.14M as of Q2 2026.
Sherman Asset Management sold 3,168 Vanguard Real Estate ETF shares in Q2 2026, an estimated $303K.
Vanguard Real Estate ETF made up 1.66% of Sherman Asset Management's portfolio in Q2 2026, its #14 holding.
Sherman Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Vanguard Real Estate ETF position peaked at $2.25M in Q1 2026.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.