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LMG Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

LMG Wealth Partners’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 		$6.74M Buy
69,875
+3,486
+5% +$333K 1.08% 32
2026
Q1 		$5.89M Buy
66,389
+1,504
+2% +$138K 1.07% 31
2025
Q4 		$5.74M Buy
64,885
+227
+0.4% +$20.4K 1.07% 29
2025
Q3 		$5.91M Buy
64,658
+240
+0.4% +$21.8K 1.1% 29
2025
Q2 		$5.74M Buy
64,418
+324
+0.5% +$28.6K 1.18% 28
2025
Q1 		$5.8M Sell
64,094
-608
-0.9% -$55.2K 1.29% 27
2024
Q4 		$5.76M Buy
64,702
+762
+1% +$72K 1.26% 28
2024
Q3 		$6.23M Sell
63,940
-135
-0.2% -$12.4K 1.43% 25
2024
Q2 		$5.37M Buy
64,075
+1,364
+2% +$113K 1.34% 25
2024
Q1 		$5.42M Sell
62,711
-1,839
-3% -$157K 1.37% 26
2023
Q4 		$5.7M Buy
64,550
+768
+1% +$60.9K 1.58% 25
2023
Q3 		$4.83M Buy
63,782
+1,575
+3% +$130K 1.47% 26
2023
Q2 		$5.2M Sell
62,207
-778
-1% -$63.7K 1.59% 21
2023
Q1 		$5.23M Buy
62,985
+3,058
+5% +$263K 1.69% 20
2022
Q4 		$5.3M Buy
+59,927
New +$4.97M 1.75% 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

LMG Wealth Partners's VNQ Position: Q2 2026 in Review

LMG Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 5.3% in Q2 2026, buying an estimated $333K and bringing the position to 69,875 shares worth $6.74M. The position accounts for 1.08% of the portfolio, ranked #32.

LMG Wealth Partners first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LMG Wealth Partners held 69,875 shares of Vanguard Real Estate ETF worth $6.74M as of Q2 2026.
  • LMG Wealth Partners bought 3,486 Vanguard Real Estate ETF shares in Q2 2026, an estimated $333K.
  • Vanguard Real Estate ETF made up 1.08% of LMG Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • LMG Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.