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VNQ icon

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

LifeGuide 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 		$4.51M Sell
46,733
-687
-1% -$65.7K 1.28% 13
2026
Q1 		$4.21M Sell
47,420
-530
-1% -$48.6K 1.35% 13
2025
Q4 		$4.24M Buy
47,950
+68
+0.1% +$6.11K 1.41% 13
2025
Q3 		$4.3M Hold
47,882
– – 1.58% 11
2025
Q2 		$4.26M Sell
47,882
-15,148
-24% -$1.34M 1.57% 11
2025
Q1 		$5.71M Sell
63,030
-601,696
-91% -$54.6M 2.33% 10
2024
Q4 		$59.2M Buy
664,726
+6,523
+1% +$616K 25.4% 1
2024
Q3 		$64.1M Buy
658,203
+10,377
+2% +$955K 27.35% 1
2024
Q2 		$54.3M Buy
647,826
+27,292
+4% +$2.25M 26.36% 1
2024
Q1 		$53.7M Buy
620,534
+33,097
+6% +$2.83M 27.03% 1
2023
Q4 		$51.9M Buy
587,437
+11,547
+2% +$915K 27.44% 1
2023
Q3 		$43.6M Buy
575,890
+42,934
+8% +$3.54M 25.46% 1
2023
Q2 		$44.5M Buy
532,956
+16,790
+3% +$1.38M 30.1% 1
2023
Q1 		$42.9M Buy
516,166
+19,522
+4% +$1.68M 34.49% 1
2022
Q4 		$41M Buy
496,644
+22,564
+5% +$1.87M 35.52% 1
2022
Q3 		$38M Buy
474,080
+23,265
+5% +$2.18M 37.16% 1
2022
Q2 		$41.1M Buy
450,815
+25,097
+6% +$2.5M 37.5% 1
2022
Q1 		$46.1M Buy
425,718
+11,707
+3% +$1.24M 35.61% 1
2021
Q4 		$48M Buy
+414,011
New +$45.2M 35.82% 1

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

LifeGuide Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q2 2026, selling an estimated $65.7K and leaving 46,733 shares worth $4.51M. The position accounts for 1.28% of the portfolio, ranked #13.

LifeGuide Financial Advisors first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $64.1M in Q3 2024. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LifeGuide Financial Advisors held 46,733 shares of Vanguard Real Estate ETF worth $4.51M as of Q2 2026.
  • LifeGuide Financial Advisors sold 687 Vanguard Real Estate ETF shares in Q2 2026, an estimated $65.7K.
  • Vanguard Real Estate ETF made up 1.28% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • LifeGuide Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • LifeGuide Financial Advisors's Vanguard Real Estate ETF position peaked at $64.1M in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.