Sincerus Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Sincerus Advisory’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 Q3	$1.29M	Buy	14,443 +688	+5%	+$66.6K	0.84%	33
2026 Q2	$1.33M	Buy	13,755 +161	+1%	+$15.4K	0.9%	33
2026 Q1	$1.21M	Sell	13,594 -88	-0.6%	-$8.07K	0.91%	32
2025 Q4	$1.21M	Sell	13,682 -204	-1%	-$18.3K	0.97%	32
2025 Q3	$1.27M	Buy	13,886 +244	+2%	+$22.1K	1.09%	27
2025 Q2	$1.25M	Sell	13,642 -112	-0.8%	-$9.9K	1.18%	25
2025 Q1	$1.25M	Sell	13,754 -507	-4%	-$46K	1.31%	25
2024 Q4	$1.27M	Buy	+14,261	New	+$1.35M	1.36%	25

Other funds holding VNQ

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Sincerus Advisory's VNQ Position: Q3 2026 in Review

Sincerus Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 5% in Q3 2026, buying an estimated $66.6K and bringing the position to 14,443 shares worth $1.29M. The position accounts for 0.84% of the portfolio, ranked #33.

Sincerus Advisory first reported a position in VNQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q2 2026. 621 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Sincerus Advisory held 14,443 shares of Vanguard Real Estate ETF worth $1.29M as of Q3 2026.
Sincerus Advisory bought 688 Vanguard Real Estate ETF shares in Q3 2026, an estimated $66.6K.
Vanguard Real Estate ETF made up 0.84% of Sincerus Advisory's portfolio in Q3 2026, its #33 holding.
Sincerus Advisory first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's Vanguard Real Estate ETF position peaked at $1.33M in Q2 2026.
621 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.