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Joseph P. Lucia & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Joseph P. Lucia & Associates’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 		$303K Buy
3,141
+1
+0% +$96 0.09% 151
2026
Q1 		$279K Sell
3,140
-939
-23% -$86.1K 0.1% 139
2025
Q4 		$361K Buy
4,079
+1,075
+36% +$96.6K 0.13% 121
2025
Q3 		$275K Buy
3,004
+250
+9% +$22.7K 0.1% 132
2025
Q2 		$245K Buy
2,754
+1
+0% +$88 0.1% 132
2025
Q1 		$249K Hold
2,753
– – 0.11% 120
2024
Q4 		$245K Buy
2,753
+173
+7% +$16.3K 0.11% 116
2024
Q3 		$251K Buy
+2,580
New +$238K 0.12% 110
2022
Q3 		– Sell
-1,401
Closed -$128K – 428
2022
Q2 		$128K Buy
1,401
+70
+5% +$6.98K 0.09% 129
2022
Q1 		$144K Buy
+1,331
New +$141K 0.09% 133
2021
Q4 		– Sell
-1,331
Closed -$135K – 540
2021
Q3 		$135K Buy
1,331
+50
+4% +$5.3K 0.08% 145
2021
Q2 		$130K Hold
1,281
– – 0.08% 147
2021
Q1 		$118K Sell
1,281
-600
-32% -$52.7K 0.05% 146
2020
Q4 		$160K Buy
+1,881
New +$156K 0.11% 118
2020
Q3 		– Sell
-3,325
Closed -$261K – 438
2020
Q2 		$261K Sell
3,325
-9,288
-74% -$704K 0.23% 79
2020
Q1 		$881K Buy
12,613
+4,109
+48% +$361K 0.98% 34
2019
Q4 		$789K Buy
8,504
+2,855
+51% +$264K 0.72% 40
2019
Q3 		$527K Buy
5,649
+270
+5% +$24.5K 0.54% 50
2019
Q2 		$470K Buy
5,379
+3,065
+132% +$268K 0.49% 54
2019
Q1 		$202K Buy
+2,314
New +$191K 0.35% 55

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

Joseph P. Lucia & Associates's VNQ Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Vanguard Real Estate ETF (VNQ) stake by 0.03% in Q2 2026, buying an estimated $96 and bringing the position to 3,141 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #151.

Joseph P. Lucia & Associates first reported a position in VNQ in Q1 2019 and has held it in 20 quarters since. The position peaked at $881K in Q1 2020. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Joseph P. Lucia & Associates held 3,141 shares of Vanguard Real Estate ETF worth $303K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 1 Vanguard Real Estate ETF share in Q2 2026, an estimated $96.
  • Vanguard Real Estate ETF made up 0.09% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #151 holding.
  • Joseph P. Lucia & Associates first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 20 quarters since.
  • Joseph P. Lucia & Associates's Vanguard Real Estate ETF position peaked at $881K in Q1 2020.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.