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Sovereign Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Sovereign Financial 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
2026
Q2 		$261K Sell
2,711
-913
-25% -$87.3K 0.04% 319
2026
Q1 		$321K Sell
3,624
-861
-19% -$78.9K 0.06% 272
2025
Q4 		$397K Sell
4,485
-828
-16% -$74.4K 0.07% 226
2025
Q3 		$486K Sell
5,313
-899
-14% -$81.5K 0.09% 194
2025
Q2 		$553K Buy
6,212
+114
+2% +$10.1K 0.11% 164
2025
Q1 		$552K Sell
6,098
-399
-6% -$36.2K 0.13% 145
2024
Q4 		$579K Buy
6,497
+275
+4% +$26K 0.13% 142
2024
Q3 		$606K Sell
6,222
-1,064
-15% -$98K 0.14% 133
2024
Q2 		$610K Sell
7,286
-600
-8% -$49.5K 0.15% 125
2024
Q1 		$682K Buy
7,886
+821
+12% +$70.1K 0.18% 113
2023
Q4 		$624K Buy
7,065
+1,488
+27% +$118K 0.19% 103
2023
Q3 		$422K Sell
5,577
-629
-10% -$51.9K 0.15% 140
2023
Q2 		$519K Sell
6,206
-2,266
-27% -$186K 0.17% 134
2023
Q1 		$704K Sell
8,472
-3,367
-28% -$289K 0.26% 93
2022
Q4 		$976K Sell
11,839
-183
-2% -$15.2K 0.38% 66
2022
Q3 		$964K Sell
12,022
-555
-4% -$51.9K 0.39% 61
2022
Q2 		$1.15M Sell
12,577
-251
-2% -$25K 0.45% 55
2022
Q1 		$1.39M Sell
12,828
-982
-7% -$104K 0.52% 56
2021
Q4 		$1.6M Sell
13,810
-406
-3% -$44.3K 0.64% 39
2021
Q3 		$1.45M Sell
14,216
-3,295
-19% -$349K 0.83% 30
2021
Q2 		$1.61M Hold
17,511
– – 0.97% 23
2021
Q1 		$1.61M Sell
17,511
-952
-5% -$83.7K 1.01% 22
2020
Q4 		$1.57M Buy
+18,463
New +$1.53M 1.13% 21

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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

Sovereign Financial Group's VNQ Position: Q2 2026 in Review

Sovereign Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 25% in Q2 2026, selling an estimated $87.3K and leaving 2,711 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #319.

Sovereign Financial Group first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q2 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Sovereign Financial Group held 2,711 shares of Vanguard Real Estate ETF worth $261K as of Q2 2026.
  • Sovereign Financial Group sold 913 Vanguard Real Estate ETF shares in Q2 2026, an estimated $87.3K.
  • Vanguard Real Estate ETF made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #319 holding.
  • Sovereign Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Vanguard Real Estate ETF position peaked at $1.61M in Q2 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.