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Sone Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sone 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
-76,572
Closed -$7M – 124
2025
Q3 		$7M Buy
+76,572
New +$6.95M 0.59% 68

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sone Capital Management's VNQ Position: Q4 2025 in Review

Sone Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 76,572 shares — an estimated $7M sold.

Sone Capital Management first reported a position in VNQ in Q3 2025 and held it in 1 quarter. The position peaked at $7M in Q3 2025. 1,753 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Sone Capital Management reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Sone Capital Management sold 76,572 Vanguard Real Estate ETF shares in Q4 2025, an estimated $7M.
  • Sone Capital Management first reported a position in Vanguard Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • Sone Capital Management's Vanguard Real Estate ETF position peaked at $7M in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

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