Sierra Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Sierra Capital’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	$1.52M	Buy	17,111 +50	+0.3%	+$4.58K	0.17%	102
2025 Q4	$1.51M	Buy	17,061 +3	+0%	+$270	0.16%	96
2025 Q3	$1.56M	Buy	17,058 +8	+0%	+$726	0.17%	102
2025 Q2	$1.52M	Buy	17,050 +3,503	+26%	+$309K	0.18%	102
2025 Q1	$1.23M	Buy	13,547 +714	+6%	+$64.8K	0.15%	109
2024 Q4	$1.14M	Buy	12,833 +8	+0.1%	+$756	0.14%	110
2024 Q3	$1.25M	Sell	12,825 -20,132	-61%	-$1.85M	0.15%	110
2024 Q2	$2.76M	Buy	32,957 +1,696	+5%	+$140K	0.37%	66
2024 Q1	$2.7M	Buy	31,261 +302	+1%	+$25.8K	0.35%	65
2023 Q4	$2.74M	Buy	30,959 +1,800	+6%	+$143K	0.4%	64
2023 Q3	$2.21M	Buy	+29,159	New	+$2.4M	0.35%	70

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sierra Capital's VNQ Position: Q1 2026 in Review

Sierra Capital increased its Vanguard Real Estate ETF (VNQ) stake by 0.29% in Q1 2026, buying an estimated $4.58K and bringing the position to 17,111 shares worth $1.52M. The position accounts for 0.17% of the portfolio, ranked #102.

Sierra Capital first reported a position in VNQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q2 2024. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Sierra Capital held 17,111 shares of Vanguard Real Estate ETF worth $1.52M as of Q1 2026.
Sierra Capital bought 50 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.58K.
Vanguard Real Estate ETF made up 0.17% of Sierra Capital's portfolio in Q1 2026, its #102 holding.
Sierra Capital first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
Sierra Capital's Vanguard Real Estate ETF position peaked at $2.76M in Q2 2024.
1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.