Lyell Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Lyell Wealth Management’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	$279K	Sell	3,145 -1,635	-34%	-$150K	0.02%	188
2025 Q4	$423K	Hold	4,780	–	–	0.03%	160
2025 Q3	$437K	Sell	4,780 -50	-1%	-$4.54K	0.03%	153
2025 Q2	$430K	Buy	+4,830	New	+$426K	0.03%	155
2022 Q3	–	Sell	-2,315	Closed	-$211K	–	200
2022 Q2	$211K	Buy	2,315 +300	+15%	+$29.9K	0.03%	181
2022 Q1	$218K	Hold	2,015	–	–	0.03%	188
2021 Q4	$234K	Hold	2,015	–	–	0.03%	175
2021 Q3	$205K	Hold	2,015	–	–	0.02%	176
2021 Q2	$205K	Buy	+2,015	New	+$200K	0.03%	181

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lyell Wealth Management's VNQ Position: Q1 2026 in Review

Lyell Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 34% in Q1 2026, selling an estimated $150K and leaving 3,145 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #188.

Lyell Wealth Management first reported a position in VNQ in Q2 2021 and has held it in 9 quarters since. The position peaked at $437K in Q3 2025. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Lyell Wealth Management held 3,145 shares of Vanguard Real Estate ETF worth $279K as of Q1 2026.
Lyell Wealth Management sold 1,635 Vanguard Real Estate ETF shares in Q1 2026, an estimated $150K.
Vanguard Real Estate ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #188 holding.
Lyell Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 9 quarters since.
Lyell Wealth Management's Vanguard Real Estate ETF position peaked at $437K in Q3 2025.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.