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Lion Street Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Lion Street 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
2025
Q3 		$230K Buy
+2,107
New +$191K 0.08% 197
2023
Q3 		– Sell
-2,107
Closed -$230K – 308
2023
Q2 		$230K Buy
+2,107
New +$173K 0.08% 215

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lion Street Advisors's VNQ Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2025: 2,107 shares worth $230K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in VNQ as recently as Q2 2023.

Lion Street Advisors first reported a position in VNQ in Q2 2023 and has held it in 2 quarters since. 1,677 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Lion Street Advisors held 2,107 shares of Vanguard Real Estate ETF worth $230K as of Q3 2025.
  • Vanguard Real Estate ETF was a new Lion Street Advisors position in Q3 2025.
  • Vanguard Real Estate ETF made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #197 holding.
  • Lion Street Advisors first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 2 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.