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Lauterbach Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Lauterbach Financial 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 		$213K Buy
+2,204
New +$211K 0.09% 84
2024
Q4 		– Sell
-2,057
Closed -$200K – 77
2024
Q3 		$200K Buy
+2,057
New +$189K 0.12% 68
2022
Q2 		– Sell
-1,846
Closed -$200K – 56
2022
Q1 		$200K Buy
1,846
+9
+0.5% +$952 0.18% 49
2021
Q4 		$213K Buy
+1,837
New +$201K 0.19% 46

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lauterbach Financial Advisors's VNQ Position: Q2 2026 in Review

Lauterbach Financial Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,204 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings. This is a return to the name: Lauterbach Financial Advisors previously reported a position in VNQ as recently as Q3 2024.

Lauterbach Financial Advisors first reported a position in VNQ in Q4 2021 and has held it in 4 quarters since. The position peaked at $213K in Q4 2021. 1,805 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Lauterbach Financial Advisors held 2,204 shares of Vanguard Real Estate ETF worth $213K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Lauterbach Financial Advisors position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.09% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Lauterbach Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 4 quarters since.
  • Lauterbach Financial Advisors's Vanguard Real Estate ETF position peaked at $213K in Q4 2021.
  • 1,805 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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