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LBMC Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

LBMC Investment 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
Q1 		$8.17M Sell
92,164
-490
-0.5% -$44.9K 0.5% 31
2025
Q4 		$8.2M Buy
92,654
+1,824
+2% +$164K 0.5% 33
2025
Q3 		$8.3M Buy
90,830
+586
+0.6% +$53.2K 0.53% 30
2025
Q2 		$8.04M Sell
90,244
-3,127
-3% -$276K 0.57% 28
2025
Q1 		$8.45M Sell
93,371
-56
-0.1% -$5.08K 0.66% 27
2024
Q4 		$8.32M Buy
93,427
+6,737
+8% +$637K 0.66% 25
2024
Q3 		$8.45M Buy
86,690
+495
+0.6% +$45.6K 0.67% 21
2024
Q2 		$7.22M Sell
86,195
-3,722
-4% -$307K 0.63% 23
2024
Q1 		$7.78M Sell
89,917
-2,055
-2% -$176K 0.67% 22
2023
Q4 		$8.13M Sell
91,972
-8,788
-9% -$696K 0.77% 21
2023
Q3 		$7.34M Buy
100,760
+766
+0.8% +$63.2K 0.78% 22
2023
Q2 		$8.36M Sell
99,994
-2,039
-2% -$167K 0.82% 22
2023
Q1 		$8.47M Sell
102,033
-1,454
-1% -$125K 0.86% 21
2022
Q4 		$8.54M Sell
103,487
-4,214
-4% -$349K 0.9% 18
2022
Q3 		$8.63M Buy
107,701
+4,793
+5% +$448K 0.99% 16
2022
Q2 		$9.38M Sell
102,908
-7,931
-7% -$791K 1.02% 16
2022
Q1 		$12M Buy
110,839
+7,238
+7% +$766K 1.06% 14
2021
Q4 		$12M Buy
103,601
+76,625
+284% +$8.37M 1.04% 13
2021
Q3 		$10K Sell
26,976
-59,676
-69% -$6.33M 0.94% 17
2021
Q2 		$8.82M Buy
86,652
+19,116
+28% +$1.9M 0.84% 18
2021
Q1 		$6.2M Buy
67,536
+3,336
+5% +$293K 0.65% 23
2020
Q4 		$5.45M Buy
64,200
+1,751
+3% +$145K 0.64% 22
2020
Q3 		$4.93M Buy
62,449
+2,626
+4% +$211K 0.68% 21
2020
Q2 		$4.7M Sell
59,823
-8,638
-13% -$655K 0.74% 18
2020
Q1 		$4.78M Buy
68,461
+6,002
+10% +$527K 0.89% 14
2019
Q4 		$5.8M Buy
62,459
+2,428
+4% +$225K 0.82% 16
2019
Q3 		$5.6M Buy
60,031
+4,641
+8% +$421K 0.85% 14
2019
Q2 		$4.84M Buy
55,390
+8,038
+17% +$704K 0.73% 17
2019
Q1 		$4.12M Buy
47,352
+7,401
+19% +$611K 0.65% 18
2018
Q4 		$2.98M Buy
39,951
+1,829
+5% +$144K 0.55% 21
2018
Q3 		$3.08M Buy
38,122
+1,937
+5% +$160K 0.49% 20
2018
Q2 		$2.95M Buy
36,185
+8,458
+31% +$655K 0.49% 21
2018
Q1 		$2.09M Sell
27,727
-10,980
-28% -$840K 0.36% 22
2017
Q4 		$3.21M Buy
38,707
+2,286
+6% +$192K 0.52% 21
2017
Q3 		$3.03M Buy
36,421
+3,772
+12% +$315K 0.52% 21
2017
Q2 		$2.72M Buy
32,649
+2,015
+7% +$168K 0.48% 20
2017
Q1 		$2.53M Buy
30,634
+3,035
+11% +$252K 0.45% 20
2016
Q4 		$2.28M Buy
27,599
+3,809
+16% +$310K 0.43% 20
2016
Q3 		$2.06M Buy
23,790
+1,484
+7% +$132K 0.4% 20
2016
Q2 		$1.98M Buy
22,306
+461
+2% +$38.7K 0.4% 20
2016
Q1 		$1.83M Buy
21,845
+2,012
+10% +$157K 0.38% 20
2015
Q4 		$1.58M Buy
19,833
+1,711
+9% +$135K 0.34% 23
2015
Q3 		$1.37M Sell
18,122
-94
-0.5% -$7.22K 0.31% 24
2015
Q2 		$1.36M Buy
18,216
+2,537
+16% +$203K 0.29% 23
2015
Q1 		$1.32M Buy
15,679
+57
+0.4% +$4.84K 0.3% 22
2014
Q4 		$1.26M Buy
15,622
+1,753
+13% +$138K 0.29% 23
2014
Q3 		$996K Buy
13,869
+1,287
+10% +$97.1K 0.24% 22
2014
Q2 		$942K Buy
12,582
+52
+0.4% +$3.82K 0.25% 25
2014
Q1 		$885K Buy
12,530
+5,890
+89% +$403K 0.22% 24
2013
Q4 		$429K Buy
+6,640
New +$444K 0.11% 33

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LBMC Investment Advisors's VNQ Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.53% in Q1 2026, selling an estimated $44.9K and leaving 92,164 shares worth $8.17M. The position accounts for 0.5% of the portfolio, ranked #31.

LBMC Investment Advisors first reported a position in VNQ in Q4 2013 and has held it in 50 quarters since. The position peaked at $12M in Q4 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • LBMC Investment Advisors held 92,164 shares of Vanguard Real Estate ETF worth $8.17M as of Q1 2026.
  • LBMC Investment Advisors sold 490 Vanguard Real Estate ETF shares in Q1 2026, an estimated $44.9K.
  • Vanguard Real Estate ETF made up 0.5% of LBMC Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 50 quarters since.
  • LBMC Investment Advisors's Vanguard Real Estate ETF position peaked at $12M in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.