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Sky-Mountain Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sky-Mountain Capital 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
2025
Q4 		– Sell
-4,372
Closed -$403K – 39
2025
Q3 		$403K Sell
4,372
-259
-6% -$23.5K 0.28% 27
2025
Q2 		$416K Sell
4,631
-2,772
-37% -$244K 0.28% 25
2025
Q1 		$670K Buy
+7,403
New +$672K 0.57% 18

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Creative Planning
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Sky-Mountain Capital Management's VNQ Position: Q4 2025 in Review

Sky-Mountain Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 4,372 shares — an estimated $403K sold.

Sky-Mountain Capital Management first reported a position in VNQ in Q1 2025 and held it in 3 quarters. The position peaked at $670K in Q1 2025. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Sky-Mountain Capital Management reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Sky-Mountain Capital Management sold 4,372 Vanguard Real Estate ETF shares in Q4 2025, an estimated $403K.
  • Sky-Mountain Capital Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and held it in 3 quarters.
  • Sky-Mountain Capital Management's Vanguard Real Estate ETF position peaked at $670K in Q1 2025.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Sky-Mountain Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.