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VNQ icon

LRI Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

LRI Investments’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 		$15.8M Sell
163,496
-1,288
-0.8% -$123K 1.27% 15
2026
Q1 		$14.6M Sell
164,784
-3,473
-2% -$318K 1.29% 16
2025
Q4 		$14.9M Buy
168,257
+15,477
+10% +$1.39M 1.2% 17
2025
Q3 		$14M Sell
152,780
-416
-0.3% -$37.7K 1.14% 17
2025
Q2 		$13.6M Sell
153,196
-2,738
-2% -$241K 1.16% 17
2025
Q1 		$14.1M Buy
155,934
+16,421
+12% +$1.49M 1.36% 12
2024
Q4 		$12.4M Buy
139,513
+461
+0.3% +$43.6K 1.2% 12
2024
Q3 		$13M Sell
139,052
-3,031
-2% -$279K 1.26% 10
2024
Q2 		$11.9M Buy
142,083
+7,546
+6% +$623K 1.35% 13
2024
Q1 		$11.6M Buy
+134,537
New +$11.5M 2.94% 9

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

LRI Investments's VNQ Position: Q2 2026 in Review

LRI Investments reduced its Vanguard Real Estate ETF (VNQ) stake by 0.78% in Q2 2026, selling an estimated $123K and leaving 163,496 shares worth $15.8M. The position accounts for 1.27% of the portfolio, ranked #15.

LRI Investments first reported a position in VNQ in Q1 2024 and has held it in 10 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • LRI Investments held 163,496 shares of Vanguard Real Estate ETF worth $15.8M as of Q2 2026.
  • LRI Investments sold 1,288 Vanguard Real Estate ETF shares in Q2 2026, an estimated $123K.
  • Vanguard Real Estate ETF made up 1.27% of LRI Investments's portfolio in Q2 2026, its #15 holding.
  • LRI Investments first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.