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LAM Group’s Vanguard Real Estate ETF VNQ Stock Holding History

LAM Group’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 		$392K Hold
4,070
– – 0.19% 69
2026
Q1 		$361K Sell
4,070
-210
-5% -$19.3K 0.2% 68
2025
Q4 		$379K Sell
4,280
-5
-0.1% -$449 0.22% 69
2025
Q3 		$392K Buy
4,285
+25
+0.6% +$2.27K 0.24% 67
2025
Q2 		$379K Sell
4,260
-40
-0.9% -$3.53K 0.25% 66
2025
Q1 		$389K Sell
4,300
-1,730
-29% -$157K 0.29% 63
2024
Q4 		$537K Buy
6,030
+175
+3% +$16.5K 0.38% 56
2024
Q3 		$570K Buy
5,855
+40
+0.7% +$3.68K 0.4% 56
2024
Q2 		$487K Buy
5,815
+785
+16% +$64.8K 0.41% 53
2024
Q1 		$435K Buy
5,030
+1,900
+61% +$162K 0.35% 58
2023
Q4 		$277K Sell
3,130
-300
-9% -$23.8K 0.25% 60
2023
Q3 		$260K Hold
3,430
– – 0.25% 56
2023
Q2 		$287K Hold
3,430
– – 0.27% 52
2023
Q1 		$285K Sell
3,430
-5
-0.1% -$430 0.28% 53
2022
Q4 		$283K Buy
+3,435
New +$285K 0.29% 51

Other funds holding VNQ

BP
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAM Group's VNQ Position: Q2 2026 in Review

LAM Group held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 4,070 shares worth $392K. The position accounts for 0.19% of the portfolio, ranked #69.

LAM Group first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $570K in Q3 2024. 860 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LAM Group held 4,070 shares of Vanguard Real Estate ETF worth $392K as of Q2 2026.
  • LAM Group left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.19% of LAM Group's portfolio in Q2 2026, its #69 holding.
  • LAM Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • LAM Group's Vanguard Real Estate ETF position peaked at $570K in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.