Lantern Wealth Advisors
VNQ icon

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
Q3 		$747K Buy
8,332
+213
+3% +$20.6K 0.32% 76
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

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seven Post Investment Office
Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Lantern Wealth Advisors's VNQ Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 2.6% in Q3 2026, buying an estimated $20.6K and bringing the position to 8,332 shares worth $747K. The position accounts for 0.32% of the portfolio, ranked #76.

Lantern Wealth Advisors first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $783K in Q2 2026. 678 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Lantern Wealth Advisors held 8,332 shares of Vanguard Real Estate ETF worth $747K as of Q3 2026.
  • Lantern Wealth Advisors bought 213 Vanguard Real Estate ETF shares in Q3 2026, an estimated $20.6K.
  • Vanguard Real Estate ETF made up 0.32% of Lantern Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Lantern Wealth Advisors's Vanguard Real Estate ETF position peaked at $783K in Q2 2026.
  • 678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.