SAM
VNQ icon

SVRN Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

SVRN Asset 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
Q2 		$4.55M Sell
47,234
-6,258
-12% -$598K 2.34% 9
2026
Q1 		$4.74M Buy
53,492
+238
+0.4% +$21.8K 4.59% 8
2025
Q4 		$4.71M Buy
+53,254
New +$4.79M 3.88% 8

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

SVRN Asset Management's VNQ Position: Q2 2026 in Review

SVRN Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2026, selling an estimated $598K and leaving 47,234 shares worth $4.55M. The position accounts for 2.34% of the portfolio, ranked #9.

SVRN Asset Management first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.74M in Q1 2026. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • SVRN Asset Management held 47,234 shares of Vanguard Real Estate ETF worth $4.55M as of Q2 2026.
  • SVRN Asset Management sold 6,258 Vanguard Real Estate ETF shares in Q2 2026, an estimated $598K.
  • Vanguard Real Estate ETF made up 2.34% of SVRN Asset Management's portfolio in Q2 2026, its #9 holding.
  • SVRN Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • SVRN Asset Management's Vanguard Real Estate ETF position peaked at $4.74M in Q1 2026.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SVRN Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.