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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
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
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

Lugano Financial Advisors SA (LFA)'s VNQ Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 1,669 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #97.

Lugano Financial Advisors SA (LFA) first reported a position in VNQ in Q2 2018 and has held it in 20 quarters since. The position peaked at $14.3M in Q4 2021. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 1,669 shares of Vanguard Real Estate ETF worth $148K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.08% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #97 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Real Estate ETF in Q2 2018 and has held it in 20 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Vanguard Real Estate ETF position peaked at $14.3M in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.