SIMG
VNQ icon

Sonora Investment Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Sonora Investment Management Group’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
Q3 		$214K Sell
2,339
-18
-0.8% -$1.63K 0.02% 263
2025
Q2 		$210K Buy
+2,357
New +$208K 0.02% 267
2024
Q3 		– Sell
-2,592
Closed -$224K – 303
2024
Q2 		$224K Hold
2,592
– – 0.02% 250
2024
Q1 		$224K Buy
+2,592
New +$221K 0.02% 251

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Sonora Investment Management Group's VNQ Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.76% in Q3 2025, selling an estimated $1.63K and leaving 2,339 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #263.

Sonora Investment Management Group first reported a position in VNQ in Q1 2024 and has held it in 4 quarters since. The position peaked at $224K in Q2 2024. 1,677 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Sonora Investment Management Group held 2,339 shares of Vanguard Real Estate ETF worth $214K as of Q3 2025.
  • Sonora Investment Management Group sold 18 Vanguard Real Estate ETF shares in Q3 2025, an estimated $1.63K.
  • Vanguard Real Estate ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #263 holding.
  • Sonora Investment Management Group first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 4 quarters since.
  • Sonora Investment Management Group's Vanguard Real Estate ETF position peaked at $224K in Q2 2024.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.