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 Q3	$295K	Buy	3,288 +143	+5%	+$13.9K	0.02%	196
2026 Q2	$303K	Hold	3,145	–	–	0.02%	194
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Lyell Wealth Management's VNQ Position: Q3 2026 in Review

Lyell Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 4.5% in Q3 2026, buying an estimated $13.9K and bringing the position to 3,288 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #196.

Lyell Wealth Management first reported a position in VNQ in Q2 2021 and has held it in 11 quarters since. The position peaked at $437K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Lyell Wealth Management held 3,288 shares of Vanguard Real Estate ETF worth $295K as of Q3 2026.
Lyell Wealth Management bought 143 Vanguard Real Estate ETF shares in Q3 2026, an estimated $13.9K.
Vanguard Real Estate ETF made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #196 holding.
Lyell Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 11 quarters since.
Lyell Wealth Management's Vanguard Real Estate ETF position peaked at $437K in Q3 2025.
1,250 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.