Lantern Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Lantern Wealth Advisors’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	$783K	Buy	8,119 +50	+0.6%	+$4.78K	0.36%	69
2026 Q1	$716K	Buy	8,069 +155	+2%	+$14.2K	0.37%	72
2025 Q4	$700K	Buy	7,914 +569	+8%	+$51.1K	0.37%	71
2025 Q3	$671K	Buy	7,345 +711	+11%	+$64.5K	0.36%	70
2025 Q2	$591K	Buy	+6,634	New	+$585K	0.35%	72
2024 Q4	$589K	Sell	6,607 -1	-0%	-$94	0.38%	66
2024 Q3	$644K	Sell	6,608 -285	-4%	-$26.2K	0.45%	55
2024 Q2	$577K	Buy	6,893 +14	+0.2%	+$1.16K	0.42%	56
2024 Q1	$595K	Sell	6,879 -64	-0.9%	-$5.47K	0.42%	60
2023 Q4	$613K	Buy	+6,943	New	+$550K	0.48%	55

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lantern Wealth Advisors's VNQ Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.62% in Q2 2026, buying an estimated $4.78K and bringing the position to 8,119 shares worth $783K. The position accounts for 0.36% of the portfolio, ranked #69.

Lantern Wealth Advisors first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Lantern Wealth Advisors held 8,119 shares of Vanguard Real Estate ETF worth $783K as of Q2 2026.
Lantern Wealth Advisors bought 50 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.78K.
Vanguard Real Estate ETF made up 0.36% of Lantern Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Lantern Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.