Sovran Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Sovran Advisors’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	$1.33M	Buy	13,177 +7	+0.1%	+$669	0.1%	224
2026 Q1	$1.27M	Sell	13,170 -302	-2%	-$27.7K	0.1%	206
2025 Q4	$1.23M	Sell	13,472 -741	-5%	-$66.6K	0.1%	198
2025 Q3	$1.26M	Sell	14,213 -527	-4%	-$47.8K	0.11%	187
2025 Q2	$1.31M	Sell	14,740 -1,831	-11%	-$161K	0.14%	168
2025 Q1	$1.44M	Sell	16,571 -444	-3%	-$40.3K	0.19%	130
2024 Q4	$1.49M	Buy	+17,015	New	+$1.61M	0.21%	113

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Sovran Advisors's VNQ Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.05% in Q2 2026, buying an estimated $669 and bringing the position to 13,177 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #224.

Sovran Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Sovran Advisors held 13,177 shares of Vanguard Real Estate ETF worth $1.33M as of Q2 2026.
Sovran Advisors bought 7 Vanguard Real Estate ETF shares in Q2 2026, an estimated $669.
Vanguard Real Estate ETF made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #224 holding.
Sovran Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Vanguard Real Estate ETF position peaked at $1.49M in Q4 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.