Sterling Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sterling Wealth 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
2026 Q1	$2.86M	Sell	32,213 -873	-3%	-$80K	0.78%	25
2025 Q4	$2.93M	Sell	33,086 -4,412	-12%	-$396K	0.84%	25
2025 Q3	$3.43M	Sell	37,498 -4,333	-10%	-$393K	1.04%	22
2025 Q2	$3.73M	Buy	+41,831	New	+$3.69M	1.27%	19
2024 Q4	$4.63M	Sell	51,936 -4,259	-8%	-$402K	1.71%	16
2024 Q3	$5.47M	Sell	56,195 -2,597	-4%	-$239K	2.04%	16
2024 Q2	$4.92M	Sell	58,792 -1,991	-3%	-$164K	2.34%	12
2024 Q1	$5.26M	Sell	60,783 -960	-2%	-$82K	2.62%	12
2023 Q4	$5.46M	Buy	+61,743	New	+$4.89M	3.07%	10

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sterling Wealth Management's VNQ Position: Q1 2026 in Review

Sterling Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.6% in Q1 2026, selling an estimated $80K and leaving 32,213 shares worth $2.86M. The position accounts for 0.78% of the portfolio, ranked #25.

Sterling Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.47M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Sterling Wealth Management held 32,213 shares of Vanguard Real Estate ETF worth $2.86M as of Q1 2026.
Sterling Wealth Management sold 873 Vanguard Real Estate ETF shares in Q1 2026, an estimated $80K.
Vanguard Real Estate ETF made up 0.78% of Sterling Wealth Management's portfolio in Q1 2026, its #25 holding.
Sterling Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Vanguard Real Estate ETF position peaked at $5.47M in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.