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 Q3	$372K	Buy	4,155 +85	+2%	+$8.23K	0.19%	67
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

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

LAM Group's VNQ Position: Q3 2026 in Review

LAM Group increased its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q3 2026, buying an estimated $8.23K and bringing the position to 4,155 shares worth $372K. The position accounts for 0.19% of the portfolio, ranked #67.

LAM Group first reported a position in VNQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $570K in Q3 2024. 814 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

LAM Group held 4,155 shares of Vanguard Real Estate ETF worth $372K as of Q3 2026.
LAM Group bought 85 Vanguard Real Estate ETF shares in Q3 2026, an estimated $8.23K.
Vanguard Real Estate ETF made up 0.19% of LAM Group's portfolio in Q3 2026, its #67 holding.
LAM Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
LAM Group's Vanguard Real Estate ETF position peaked at $570K in Q3 2024.
814 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.