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VNQ icon

LifeSteps Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

LifeSteps Financial’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 		$35.4K Buy
+367
New +$35.1K 0.02% 250
2024
Q2 		– Sell
-542
Closed -$46.9K – 404
2024
Q1 		$46.9K Buy
+542
New +$46.3K 0.04% 158
2022
Q4 		– Sell
-3,182
Closed -$255K – 82
2022
Q3 		$255K Sell
3,182
-692
-18% -$64.7K 0.29% 60
2022
Q2 		$353K Sell
3,874
-13
-0.3% -$1.3K 0.37% 52
2022
Q1 		$421K Buy
3,887
+14
+0.4% +$1.48K 0.31% 52
2021
Q4 		$449K Buy
3,873
+1
+0% +$109 0.32% 51
2021
Q3 		$394K Sell
3,872
-79
-2% -$8.38K 0.3% 52
2021
Q2 		$402K Buy
3,951
+1
+0% +$99 0.31% 51
2021
Q1 		$363K Sell
3,950
-164
-4% -$14.4K 0.3% 52
2020
Q4 		$349K Sell
4,114
-68
-2% -$5.64K 0.32% 48
2020
Q3 		$330K Buy
4,182
+1
+0% +$80 0.35% 49
2020
Q2 		$328K Sell
4,181
-1,360
-25% -$103K 0.38% 46
2020
Q1 		$387K Buy
5,541
+1
+0% +$88 0.45% 48
2019
Q4 		$514K Buy
+5,540
New +$513K 0.49% 47

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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

LifeSteps Financial's VNQ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 367 shares worth $35.4K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VNQ as recently as Q1 2024.

LifeSteps Financial first reported a position in VNQ in Q4 2019 and has held it in 14 quarters since. The position peaked at $514K in Q4 2019. 571 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LifeSteps Financial held 367 shares of Vanguard Real Estate ETF worth $35.4K as of Q2 2026.
  • Vanguard Real Estate ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #250 holding.
  • LifeSteps Financial first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 14 quarters since.
  • LifeSteps Financial's Vanguard Real Estate ETF position peaked at $514K in Q4 2019.
  • 571 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.