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

LBJ Family 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 		$2.93M Buy
29,870
+3
+0% +$287 1.49% 12
2026
Q1 		$2.61M Buy
29,867
+5
+0% +$458 1.53% 12
2025
Q4 		$2.64M Buy
29,862
+8
+0% +$719 1.45% 10
2025
Q3 		$2.73M Buy
29,854
+8
+0% +$726 1.49% 10
2025
Q2 		$2.66M Buy
29,846
+9
+0% +$794 1.55% 10
2025
Q1 		$2.7M Buy
29,837
+88
+0.3% +$7.99K 1.72% 10
2024
Q4 		$2.65M Buy
29,749
+77
+0.3% +$7.28K 1.58% 10
2024
Q3 		$2.89M Sell
29,672
-10,778
-27% -$992K 1.72% 10
2024
Q2 		$3.39M Hold
40,450
– – 2.13% 10
2024
Q1 		$3.5M Buy
40,450
+7,530
+23% +$643K 2.22% 10
2023
Q4 		$2.91M Sell
32,920
-7,091
-18% -$562K 2.01% 10
2023
Q3 		$3.03M Buy
40,011
+300
+0.8% +$24.7K 2.27% 10
2023
Q2 		$3.32M Hold
39,711
– – 2.3% 10
2023
Q1 		$3.3M Buy
39,711
+264
+0.7% +$22.7K 2.31% 10
2022
Q4 		$3.25M Buy
39,447
+549
+1% +$45.5K 2.43% 10
2022
Q3 		$3.12M Buy
38,898
+436
+1% +$40.8K 2.52% 10
2022
Q2 		$3.5M Buy
38,462
+234
+0.6% +$23.3K 2.62% 10
2022
Q1 		$4.15M Buy
38,228
+208
+0.5% +$22K 2.66% 10
2021
Q4 		$4.41M Buy
38,020
+586
+2% +$64K 2.56% 10
2021
Q3 		$3.83M Hold
37,434
– – 2.29% 10
2021
Q2 		$3.81M Buy
37,434
+265
+0.7% +$26.3K 2.26% 11
2021
Q1 		$3.41M Buy
37,169
+211
+0.6% +$18.5K 2.15% 10
2020
Q4 		$3.14M Buy
36,958
+578
+2% +$47.9K 2.04% 11
2020
Q3 		$2.87M Buy
36,380
+254
+0.7% +$20.4K 2.17% 11
2020
Q2 		$2.84M Buy
36,126
+352
+1% +$26.7K 2.28% 11
2020
Q1 		$2.5M Sell
35,774
-1,691
-5% -$149K 2.42% 11
2019
Q4 		$3.42M Buy
37,465
+403
+1% +$37.3K 2.37% 11
2019
Q3 		$3.46M Buy
37,062
+292
+0.8% +$26.5K 2.6% 11
2019
Q2 		$3.27M Buy
36,770
+218
+0.6% +$19.1K 2.41% 11
2019
Q1 		$3.12M Hold
36,552
– – 1.75% 11
2018
Q4 		$2.73M Buy
36,552
+248
+0.7% +$19.5K 2.39% 11
2018
Q3 		$2.93M Buy
36,304
+512
+1% +$42.2K 2.25% 11
2018
Q2 		$2.92M Buy
35,792
+326
+0.9% +$25.3K 2.34% 11
2018
Q1 		$2.68M Buy
35,466
+330
+0.9% +$25.3K 2.22% 10
2017
Q4 		$2.92M Buy
35,136
+531
+2% +$44.5K 2.4% 10
2017
Q3 		$2.88M Buy
34,605
+352
+1% +$29.4K 2.45% 10
2017
Q2 		$2.85M Buy
34,253
+322
+0.9% +$26.9K 2.57% 11
2017
Q1 		$2.8M Buy
33,931
+246
+0.7% +$20.4K 2.66% 10
2016
Q4 		$2.78M Buy
33,685
+696
+2% +$56.7K 2.77% 11
2016
Q3 		$2.86M Buy
32,989
+230
+0.7% +$20.5K 2.96% 11
2016
Q2 		$2.9M Buy
32,759
+292
+0.9% +$24.5K 3.27% 11
2016
Q1 		$2.72M Buy
32,467
+366
+1% +$28.5K 3.14% 11
2015
Q4 		$2.58M Buy
32,101
+432
+1% +$34.2K 3.38% 11
2015
Q3 		$2.39M Buy
31,669
+633
+2% +$48.6K 3.26% 11
2015
Q2 		$2.32M Hold
31,036
– – 3.14% 10
2015
Q1 		$2.55M Buy
31,036
+187
+0.6% +$15.9K 3.35% 9
2014
Q4 		$2.5M Buy
+30,849
New +$2.42M 3.43% 8
2013
Q4 		$2.1M Buy
+29,690
New +$1.99M 3.13% 11

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

LBJ Family Wealth Advisors's VNQ Position: Q2 2026 in Review

LBJ Family Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.01% in Q2 2026, buying an estimated $287 and bringing the position to 29,870 shares worth $2.93M. The position accounts for 1.49% of the portfolio, ranked #12.

LBJ Family Wealth Advisors first reported a position in VNQ in Q4 2013 and has held it in 48 quarters since. The position peaked at $4.41M in Q4 2021. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LBJ Family Wealth Advisors held 29,870 shares of Vanguard Real Estate ETF worth $2.93M as of Q2 2026.
  • LBJ Family Wealth Advisors bought 3 Vanguard Real Estate ETF shares in Q2 2026, an estimated $287.
  • Vanguard Real Estate ETF made up 1.49% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • LBJ Family Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 48 quarters since.
  • LBJ Family Wealth Advisors's Vanguard Real Estate ETF position peaked at $4.41M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.