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VNQ icon

LPWM LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

LPWM LLC’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 		$6.29M Sell
65,210
-435
-0.7% -$41.6K 1.4% 11
2026
Q1 		$5.82M Sell
65,645
-794
-1% -$72.8K 1.47% 12
2025
Q4 		$5.88M Buy
66,439
+2,001
+3% +$180K 1.48% 12
2025
Q3 		$5.89M Buy
64,438
+1,440
+2% +$131K 1.57% 12
2025
Q2 		$5.61M Buy
62,998
+1,232
+2% +$109K 1.64% 11
2025
Q1 		$5.59M Buy
61,766
+4,287
+7% +$389K 1.8% 11
2024
Q4 		$5.12M Buy
57,479
+4,834
+9% +$457K 1.64% 15
2024
Q3 		$5.03M Buy
52,645
+1,030
+2% +$94.8K 1.65% 14
2024
Q2 		$4.32M Buy
51,615
+941
+2% +$77.7K 1.49% 14
2024
Q1 		$4.18M Buy
50,674
+1,018
+2% +$87K 1.53% 14
2023
Q4 		$4.3M Buy
49,656
+821
+2% +$65.1K 1.7% 13
2023
Q3 		$3.63M Buy
48,835
+1,089
+2% +$89.8K 1.63% 12
2023
Q2 		$4.03M Buy
47,746
+4,822
+11% +$395K 1.78% 11
2023
Q1 		$3.56M Buy
42,924
+939
+2% +$80.7K 1.71% 11
2022
Q4 		$3.55M Buy
41,985
+4,446
+12% +$369K 1.91% 10
2022
Q3 		$3.01M Buy
37,539
+520
+1% +$48.6K 1.79% 10
2022
Q2 		$3.41M Buy
37,019
+798
+2% +$79.5K 1.9% 10
2022
Q1 		$3.97M Sell
36,221
-1,986
-5% -$210K 1.98% 9
2021
Q4 		$4.43M Buy
38,207
+907
+2% +$99.1K 2.35% 7
2021
Q3 		$3.85M Buy
37,300
+878
+2% +$93.1K 2.29% 7
2021
Q2 		$3.83M Buy
36,422
+1,015
+3% +$101K 2.3% 7
2021
Q1 		$3.31M Buy
35,407
+1,074
+3% +$94.4K 2.23% 7
2020
Q4 		$2.92M Sell
34,333
-4,661
-12% -$387K 2.18% 7
2020
Q3 		$3.14M Buy
38,994
+2
+0% +$161 2.55% 8
2020
Q2 		$3.06M Sell
38,992
-1,921
-5% -$146K 2.79% 8
2020
Q1 		$2.86M Buy
40,913
+6,380
+18% +$560K 3.11% 8
2019
Q4 		$3.2M Buy
+34,533
New +$3.2M 2.96% 8

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

LPWM LLC's VNQ Position: Q2 2026 in Review

LPWM LLC reduced its Vanguard Real Estate ETF (VNQ) stake by 0.66% in Q2 2026, selling an estimated $41.6K and leaving 65,210 shares worth $6.29M. The position accounts for 1.4% of the portfolio, ranked #11.

LPWM LLC first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LPWM LLC held 65,210 shares of Vanguard Real Estate ETF worth $6.29M as of Q2 2026.
  • LPWM LLC sold 435 Vanguard Real Estate ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Real Estate ETF made up 1.4% of LPWM LLC's portfolio in Q2 2026, its #11 holding.
  • LPWM LLC first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.