Lodestar Private Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Lodestar Private Asset Management’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	$3.97M	Buy	41,198 +1,877	+5%	+$179K	0.34%	56
2026 Q1	$3.49M	Buy	39,321 +2,771	+8%	+$254K	0.34%	56
2025 Q4	$3.23M	Buy	36,550 +942	+3%	+$84.7K	0.32%	60
2025 Q3	$3.26M	Buy	35,608 +2,827	+9%	+$256K	0.34%	57
2025 Q2	$2.92M	Buy	32,781 +706	+2%	+$62.3K	0.34%	61
2025 Q1	$2.9M	Buy	32,075 +1,712	+6%	+$155K	0.37%	56
2024 Q4	$2.7M	Buy	30,363 +1,436	+5%	+$136K	0.34%	61
2024 Q3	$2.82M	Buy	28,927 +547	+2%	+$50.4K	0.36%	59
2024 Q2	$2.38M	Buy	28,380 +440	+2%	+$36.3K	0.33%	66
2024 Q1	$2.42M	Buy	27,940 +1,906	+7%	+$163K	0.34%	63
2023 Q4	$2.3M	Buy	26,034 +560	+2%	+$44.4K	0.35%	60
2023 Q3	$1.93M	Sell	25,474 -987	-4%	-$81.4K	0.33%	65
2023 Q2	$2.21M	Buy	26,461 +1,162	+5%	+$95.2K	0.37%	61
2023 Q1	$2.1M	Buy	25,299 +1,054	+4%	+$90.6K	0.38%	59
2022 Q4	$2M	Buy	+24,245	New	+$2.01M	0.38%	60

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

Lodestar Private Asset Management's VNQ Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 4.8% in Q2 2026, buying an estimated $179K and bringing the position to 41,198 shares worth $3.97M. The position accounts for 0.34% of the portfolio, ranked #56.

Lodestar Private Asset Management first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Lodestar Private Asset Management held 41,198 shares of Vanguard Real Estate ETF worth $3.97M as of Q2 2026.
Lodestar Private Asset Management bought 1,877 Vanguard Real Estate ETF shares in Q2 2026, an estimated $179K.
Vanguard Real Estate ETF made up 0.34% of Lodestar Private Asset Management's portfolio in Q2 2026, its #56 holding.
Lodestar Private Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.