L.K. Benson & Company’s Vanguard Real Estate ETF VNQ Stock Holding History

L.K. Benson & Company’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	$1.09M	Sell	11,348 -187	-2%	-$17.9K	0.33%	46
2026 Q1	$1.02M	Sell	11,535 -1,088	-9%	-$99.8K	0.34%	45
2025 Q4	$1.12M	Sell	12,623 -1,237	-9%	-$111K	0.56%	41
2025 Q3	$1.27M	Sell	13,860 -29	-0.2%	-$2.63K	0.68%	32
2025 Q2	$1.24M	Sell	13,889 -198	-1%	-$17.5K	0.76%	31
2025 Q1	$1.28M	Sell	14,087 -1	-0%	-$91	0.88%	29
2024 Q4	$1.25M	Buy	+14,088	New	+$1.33M	0.88%	27

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

L.K. Benson & Company's VNQ Position: Q2 2026 in Review

L.K. Benson & Company reduced its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q2 2026, selling an estimated $17.9K and leaving 11,348 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #46.

L.K. Benson & Company first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

L.K. Benson & Company held 11,348 shares of Vanguard Real Estate ETF worth $1.09M as of Q2 2026.
L.K. Benson & Company sold 187 Vanguard Real Estate ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Real Estate ETF made up 0.33% of L.K. Benson & Company's portfolio in Q2 2026, its #46 holding.
L.K. Benson & Company first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Vanguard Real Estate ETF position peaked at $1.28M in Q1 2025.
635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.