Lodestone Wealth Management
VNQ icon

Lodestone Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Lodestone Wealth 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
Q3 		$194K Buy
2,166
+6
+0.3% +$581 0.07% 185
2026
Q2 		$208K Sell
2,160
-102
-5% -$9.7K 0.07% 177
2026
Q1 		$201K Sell
2,262
-21
-0.9% -$1.93K 0.08% 176
2025
Q4 		$202K Sell
2,283
-4
-0.2% -$359 0.08% 169
2025
Q3 		$209K Sell
2,287
-10
-0.4% -$907 0.09% 171
2025
Q2 		$205K Sell
2,297
-128
-5% -$11.3K 0.1% 164
2025
Q1 		$220K Sell
2,425
-54
-2% -$4.9K 0.12% 148
2024
Q4 		$221K Sell
2,479
-131
-5% -$12.4K 0.11% 142
2024
Q3 		$254K Sell
2,610
-3,242
-55% -$299K 0.13% 126
2024
Q2 		$490K Sell
5,852
-252
-4% -$20.8K 0.26% 93
2024
Q1 		$528K Buy
6,104
+32
+0.5% +$2.73K 0.28% 85
2023
Q4 		$537K Buy
6,072
+57
+0.9% +$4.52K 0.31% 75
2023
Q3 		$455K Buy
6,015
+748
+14% +$61.7K 0.32% 74
2023
Q2 		$440K Sell
5,267
-148
-3% -$12.1K 0.3% 81
2023
Q1 		$450K Sell
5,415
-311
-5% -$26.7K 0.35% 72
2022
Q4 		$472K Buy
+5,726
New +$475K 0.38% 69

Other funds holding VNQ

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Lodestone Wealth Management's VNQ Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.28% in Q3 2026, buying an estimated $581 and bringing the position to 2,166 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #185.

Lodestone Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $537K in Q4 2023. 1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Lodestone Wealth Management held 2,166 shares of Vanguard Real Estate ETF worth $194K as of Q3 2026.
  • Lodestone Wealth Management bought 6 Vanguard Real Estate ETF shares in Q3 2026, an estimated $581.
  • Vanguard Real Estate ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Vanguard Real Estate ETF position peaked at $537K in Q4 2023.
  • 1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.