LWM
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
Q2 		$208K Sell
2,160
-102
-5% -$9.75K 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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Lodestone Wealth Management's VNQ Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 4.5% in Q2 2026, selling an estimated $9.75K and leaving 2,160 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #177.

Lodestone Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $537K in Q4 2023. 801 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Lodestone Wealth Management held 2,160 shares of Vanguard Real Estate ETF worth $208K as of Q2 2026.
  • Lodestone Wealth Management sold 102 Vanguard Real Estate ETF shares in Q2 2026, an estimated $9.75K.
  • Vanguard Real Estate ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Vanguard Real Estate ETF position peaked at $537K in Q4 2023.
  • 801 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.