Lugano Financial Advisors SA (LFA)’s Vanguard Real Estate ETF VNQ Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-1,669	Closed	-$148K	–	284
2026 Q1	$148K	Hold	1,669	–	–	0.08%	97
2025 Q4	$148K	Hold	1,669	–	–	0.08%	97
2025 Q3	$153K	Hold	1,669	–	–	0.08%	92
2025 Q2	$149K	Buy	+1,669	New	+$147K	0.09%	93
2022 Q3	–	Sell	-62,664	Closed	-$5.71M	–	132
2022 Q2	$5.71M	Buy	62,664 +3,557	+6%	+$355K	3.99%	7
2022 Q1	$6.41M	Sell	59,107 -64,415	-52%	-$6.82M	4.28%	6
2021 Q4	$14.3M	Buy	123,522 +119,804	+3,222%	+$13.1M	8.27%	1
2021 Q3	$378K	Hold	3,718	–	–	0.25%	47
2021 Q2	$378K	Hold	3,718	–	–	0.24%	45
2021 Q1	$342K	Hold	3,718	–	–	0.24%	45
2020 Q4	$316K	Sell	3,718 -6,900	-65%	-$572K	0.25%	51
2020 Q3	$869K	Hold	10,618	–	–	0.81%	30
2020 Q2	$846K	Hold	10,618	–	–	0.89%	25
2020 Q1	$997K	Hold	10,618	–	–	0.9%	25
2019 Q4	$985K	Buy	+10,618	New	+$983K	0.72%	26
2019 Q2	$929K	Buy	10,618 +5,984	+129%	+$524K	0.58%	27
2019 Q1	$402K	Buy	4,634 +2,329	+101%	+$192K	0.24%	42
2018 Q4	$186K	Hold	2,305	–	–	0.13%	83
2018 Q3	$186K	Hold	2,305	–	–	0.13%	83
2018 Q2	$186K	Buy	+2,305	New	+$179K	0.18%	64

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s VNQ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 1,669 shares — an estimated $148K sold.

Lugano Financial Advisors SA (LFA) first reported a position in VNQ in Q2 2018 and held it in 20 quarters. The position peaked at $14.3M in Q4 2021. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Lugano Financial Advisors SA (LFA) reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,669 Vanguard Real Estate ETF shares in Q2 2026, an estimated $148K.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 20 quarters.
Lugano Financial Advisors SA (LFA)'s Vanguard Real Estate ETF position peaked at $14.3M in Q4 2021.
1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.