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 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 $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lloyd Advisory Services's VNQ Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 488 shares worth $43.3K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in VNQ as recently as Q1 2022.

Lloyd Advisory Services first reported a position in VNQ in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.68M in Q4 2020. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Lloyd Advisory Services held 488 shares of Vanguard Real Estate ETF worth $43.3K as of Q1 2026.
Vanguard Real Estate ETF was a new Lloyd Advisory Services position in Q1 2026.
Vanguard Real Estate ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #288 holding.
Lloyd Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's Vanguard Real Estate ETF position peaked at $7.68M in Q4 2020.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.