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LM Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

LM 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 		$230K Buy
2,389
+2,161
+948% +$207K 0.03% 218
2026
Q1 		$2.57K Hold
228
– – 0.04% 170
2025
Q4 		$2.57K Sell
228
-2,343
-91% -$211K 0.05% 167
2025
Q3 		$235K Sell
2,571
-38,405
-94% -$3.48M 0.03% 193
2025
Q2 		$3.65M Sell
40,976
-1,838
-4% -$162K 0.47% 33
2025
Q1 		$3.88M Sell
42,814
-2,976
-6% -$270K 0.7% 28
2024
Q4 		$4.08M Sell
45,790
-916
-2% -$86.5K 0.73% 28
2024
Q3 		$4.44M Sell
46,706
-4,654
-9% -$429K 0.9% 20
2024
Q2 		$4.21M Sell
51,360
-1,571
-3% -$130K 0.74% 25
2024
Q1 		$4.48M Sell
52,931
-2,335
-4% -$199K 0.71% 25
2023
Q4 		$4.88M Buy
+55,266
New +$4.38M 0.98% 20

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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

LM Advisors's VNQ Position: Q2 2026 in Review

LM Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 948% in Q2 2026, buying an estimated $207K and bringing the position to 2,389 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #218.

LM Advisors first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.88M in Q4 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LM Advisors held 2,389 shares of Vanguard Real Estate ETF worth $230K as of Q2 2026.
  • LM Advisors bought 2,161 Vanguard Real Estate ETF shares in Q2 2026, an estimated $207K.
  • Vanguard Real Estate ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #218 holding.
  • LM Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Vanguard Real Estate ETF position peaked at $4.88M in Q4 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.