LPL Financial
VNQ icon

LPL Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

LPL Financial’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
Q1 		$202M Buy
2,277,005
+69,827
+3% +$6.4M 0.05% 336
2025
Q4 		$195M Sell
2,207,178
-33,096
-1% -$2.97M 0.05% 332
2025
Q3 		$205M Buy
2,240,274
+144,710
+7% +$13.1M 0.06% 300
2025
Q2 		$187M Buy
2,095,564
+362,885
+21% +$32M 0.06% 295
2025
Q1 		$157M Buy
1,732,679
+83,213
+5% +$7.55M 0.06% 299
2024
Q4 		$147M Buy
1,649,466
+118,319
+8% +$11.2M 0.06% 288
2024
Q3 		$149M Buy
1,531,147
+24,233
+2% +$2.23M 0.07% 262
2024
Q2 		$126M Buy
1,506,914
+62,472
+4% +$5.16M 0.06% 268
2024
Q1 		$125M Sell
1,444,442
-1,110
-0.1% -$94.8K 0.07% 257
2023
Q4 		$128M Buy
1,445,552
+27,270
+2% +$2.16M 0.08% 227
2023
Q3 		$107M Sell
1,418,282
-16,944
-1% -$1.4M 0.08% 235
2023
Q2 		$120M Sell
1,435,226
-118,564
-8% -$9.71M 0.09% 213
2023
Q1 		$129M Sell
1,553,790
-123,789
-7% -$10.6M 0.1% 183
2022
Q4 		$138M Sell
1,677,579
-43,737
-3% -$3.63M 0.12% 169
2022
Q3 		$138M Sell
1,721,316
-60,846
-3% -$5.69M 0.13% 147
2022
Q2 		$162M Sell
1,782,162
-22,488
-1% -$2.24M 0.15% 129
2022
Q1 		$196M Sell
1,804,650
-121,387
-6% -$12.8M 0.17% 114
2021
Q4 		$223M Buy
1,926,037
+171,204
+10% +$18.7M 0.19% 102
2021
Q3 		$179M Buy
1,754,833
+222,787
+15% +$23.6M 0.17% 117
2021
Q2 		$156M Buy
1,532,046
+102,602
+7% +$10.2M 0.16% 119
2021
Q1 		$131M Sell
1,429,444
-572
-0% -$50.3K 0.15% 126
2020
Q4 		$121M Sell
1,430,016
-9,916
-0.7% -$822K 0.16% 126
2020
Q3 		$114M Sell
1,439,932
-6,722
-0.5% -$540K 0.18% 112
2020
Q2 		$114M Sell
1,446,654
-193,832
-12% -$14.7M 0.2% 102
2020
Q1 		$115M Sell
1,640,486
-415,712
-20% -$36.5M 0.25% 78
2019
Q4 		$191M Buy
2,056,198
+65,368
+3% +$6.05M 0.35% 56
2019
Q3 		$186M Sell
1,990,830
-17,186
-0.9% -$1.56M 0.38% 49
2019
Q2 		$176M Buy
2,008,016
+137,857
+7% +$12.1M 0.37% 48
2019
Q1 		$163M Buy
1,870,159
+114,261
+7% +$9.44M 0.37% 47
2018
Q4 		$131M Buy
1,755,898
+25,261
+1% +$1.99M 0.35% 56
2018
Q3 		$140M Buy
1,730,637
+141,015
+9% +$11.6M 0.33% 55
2018
Q2 		$129M Sell
1,589,622
-53,651
-3% -$4.16M 0.34% 54
2018
Q1 		$124M Buy
1,643,273
+8,356
+0.5% +$640K 0.34% 54
2017
Q4 		$136M Buy
1,634,917
+215,150
+15% +$18M 0.41% 44
2017
Q3 		$118M Sell
1,419,767
-47,083
-3% -$3.93M 0.42% 43
2017
Q2 		$122M Buy
1,466,850
+21,756
+2% +$1.81M 0.46% 40
2017
Q1 		$120M Buy
1,445,094
+20,662
+1% +$1.71M 0.82% 16
2016
Q4 		$118M Sell
1,424,432
-51,454
-3% -$4.19M 0.9% 13
2016
Q3 		$124M Buy
1,475,886
+156,098
+12% +$13.9M 1.18% 8
2016
Q2 		$118M Sell
1,319,788
-754,578
-36% -$63.4M 0.99% 11
2016
Q1 		$172M Sell
2,074,366
-163,881
-7% -$12.8M 0.48% 39
2015
Q4 		$180M Buy
2,238,247
+1,125,426
+101% +$89.1M 0.5% 35
2015
Q3 		$86.4M Sell
1,112,821
-84,376
-7% -$6.48M 0.48% 37
2015
Q2 		$91.6M Sell
1,197,197
-114,953
-9% -$9.19M 0.46% 36
2015
Q1 		$110M Buy
1,312,150
+93,096
+8% +$7.91M 0.56% 28
2014
Q4 		$98.7M Buy
1,219,054
+97,436
+9% +$7.64M 0.54% 30
2014
Q3 		$80.7M Sell
1,121,618
-24,739
-2% -$1.87M 0.48% 38
2014
Q2 		$85.8M Buy
1,146,357
+102,722
+10% +$7.55M 0.5% 40
2014
Q1 		$73.7M Buy
1,043,635
+106,942
+11% +$7.32M 0.45% 41
2013
Q4 		$60.5M Sell
936,693
-122,287
-12% -$8.18M 0.38% 49
2013
Q3 		$71.9M Sell
1,058,980
-96,698
-8% -$6.57M 0.48% 38
2013
Q2 		$79.4M Buy
+1,155,678
New +$84M 0.57% 34

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LPL Financial's VNQ Position: Q1 2026 in Review

LPL Financial increased its Vanguard Real Estate ETF (VNQ) stake by 3.2% in Q1 2026, buying an estimated $6.4M and bringing the position to 2,277,005 shares worth $202M. The position accounts for 0.05% of the portfolio, ranked #336.

LPL Financial first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $223M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • LPL Financial held 2,277,005 shares of Vanguard Real Estate ETF worth $202M as of Q1 2026.
  • LPL Financial bought 69,827 Vanguard Real Estate ETF shares in Q1 2026, an estimated $6.4M.
  • Vanguard Real Estate ETF made up 0.05% of LPL Financial's portfolio in Q1 2026, its #336 holding.
  • LPL Financial first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Vanguard Real Estate ETF position peaked at $223M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.