UBS Group’s Vanguard Real Estate ETF VNQ Stock Holding History

UBS Group’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	$533K	Sell	6,012 -38,164	-86%	-$3.5M	﹤0.01%	6037
2025 Q4	$3.91M	Buy	44,176 +2,510	+6%	+$226K	﹤0.01%	4276
2025 Q3	$3.81M	Buy	41,666 +31,016	+291%	+$2.81M	﹤0.01%	4318
2025 Q2	$948K	Hold	10,650	–	–	﹤0.01%	5494
2025 Q1	$964K	Hold	10,650	–	–	﹤0.01%	5309
2024 Q4	$949K	Hold	10,650	–	–	﹤0.01%	5339
2024 Q3	$1.04M	Buy	+10,650	New	+$981K	﹤0.01%	4623
2021 Q1	–	Sell	-112,500	Closed	-$9.55M	–	9517
2020 Q4	$9.55M	Buy	+112,500	New	+$9.33M	﹤0.01%	1880
2020 Q3	–	Sell	-8,575,300	Closed	-$673M	–	8436
2020 Q2	$673M	Buy	+8,575,300	New	+$650M	0.28%	71
2019 Q3	–	Sell	-50,000	Closed	-$4.37M	–	8277
2019 Q2	$4.37M	Buy	+50,000	New	+$4.38M	﹤0.01%	2436
2018 Q1	–	Sell	-100,000	Closed	-$8.3M	–	8190
2017 Q4	$8.3M	Buy	+100,000	New	+$8.38M	﹤0.01%	1890
2015 Q2	–	Sell	-100	Closed	-$8K	–	8870
2015 Q1	$8K	Sell	100 -3,600	-97%	-$306K	﹤0.01%	7833
2014 Q4	$300K	Buy	+3,700	New	+$290K	﹤0.01%	4652

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

UBS Group's VNQ Position: Q1 2026 in Review

UBS Group increased its Vanguard Real Estate ETF (VNQ) stake by 7.5% in Q1 2026, buying an estimated $9.56M and bringing the position to 1,500,954 shares worth $133M. The position accounts for 0.02% of the portfolio, ranked #843.

UBS Group first reported a position in VNQ in Q4 2014 and has held it in 46 quarters since. The position peaked at $667M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

UBS Group held 1,500,954 shares of Vanguard Real Estate ETF worth $133M as of Q1 2026.
UBS Group bought 104,253 Vanguard Real Estate ETF shares in Q1 2026, an estimated $9.56M.
Vanguard Real Estate ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #843 holding.
UBS Group first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's Vanguard Real Estate ETF position peaked at $667M in Q4 2021.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.