LIS
VNQ icon

Legacy Investment Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$5.41K Buy
+61
New +$5.38K ﹤0.01% 391
2024
Q4 		$1.28K Sell
14
-582
-98% -$55K ﹤0.01% 561
2024
Q3 		$56.4K Buy
+596
New +$54.9K 0.03% 113

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Investment Solutions's VNQ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2025: 61 shares worth $5.41K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VNQ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VNQ in Q3 2024 and has held it in 3 quarters since. The position peaked at $56.4K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Legacy Investment Solutions held 61 shares of Vanguard Real Estate ETF worth $5.41K as of Q2 2025.
  • Vanguard Real Estate ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Real Estate ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #391 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard Real Estate ETF position peaked at $56.4K in Q3 2024.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.