Lloyd Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Lloyd Advisory Services’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	$20.9K	Sell	217 -271	-56%	-$25.9K	0.01%	311
2026 Q1	$43.3K	Buy	+488	New	+$44.7K	0.01%	288
2022 Q2	–	Sell	-2,166	Closed	-$235K	–	547
2022 Q1	$235K	Buy	2,166 +248	+13%	+$26.2K	0.11%	77
2021 Q4	$222K	Buy	1,918 +1,431	+294%	+$156K	0.1%	74
2021 Q3	$50K	Buy	487 +2	+0.4%	+$212	0.03%	161
2021 Q2	$49K	Buy	485 +52	+12%	+$5.16K	0.02%	155
2021 Q1	$40K	Sell	433 -90,052	-100%	-$7.91M	0.02%	159
2020 Q4	$7.68M	Buy	90,485 +30,420	+51%	+$2.52M	4.2%	10
2020 Q3	$4.74M	Sell	60,065 -7,375	-11%	-$592K	2.88%	10
2020 Q2	$5.3M	Buy	67,440 +27,119	+67%	+$2.06M	3.33%	8
2020 Q1	$2.82M	Buy	40,321 +4,514	+13%	+$396K	2.08%	9
2019 Q4	$3.32M	Buy	+35,807	New	+$3.32M	3.02%	10

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lloyd Advisory Services's VNQ Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 56% in Q2 2026, selling an estimated $25.9K and leaving 217 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #311.

Lloyd Advisory Services first reported a position in VNQ in Q4 2019 and has held it in 12 quarters since. The position peaked at $7.68M in Q4 2020. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Lloyd Advisory Services held 217 shares of Vanguard Real Estate ETF worth $20.9K as of Q2 2026.
Lloyd Advisory Services sold 271 Vanguard Real Estate ETF shares in Q2 2026, an estimated $25.9K.
Vanguard Real Estate ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #311 holding.
Lloyd Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's Vanguard Real Estate ETF position peaked at $7.68M in Q4 2020.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.