UBS Group
VNQ icon

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 		– Sell
-51,200
Closed -$4.53M – 11217
2025
Q4 		$4.53M Hold
51,200
– – ﹤0.01% 4136
2025
Q3 		$4.68M Sell
51,200
-29,600
-37% -$2.68M ﹤0.01% 4108
2025
Q2 		$7.2M Buy
+80,800
New +$7.13M ﹤0.01% 3476
2024
Q3 		– Sell
-9,800
Closed -$821K – 10107
2024
Q2 		$821K Sell
9,800
-1,498,400
-99% -$124M ﹤0.01% 4596
2024
Q1 		$130M Buy
+1,508,200
New +$129M 0.03% 525
2022
Q2 		– Sell
-400
Closed -$43K – 10994
2022
Q1 		$43K Buy
+400
New +$42.3K ﹤0.01% 6649
2021
Q1 		– Sell
-243,700
Closed -$20.7M – 9518
2020
Q4 		$20.7M Buy
243,700
+43,700
+22% +$3.62M 0.01% 1326
2020
Q3 		$15.8M Buy
200,000
+115,000
+135% +$9.23M 0.01% 1335
2020
Q2 		$6.67M Buy
85,000
+59,000
+227% +$4.47M ﹤0.01% 1825
2020
Q1 		$1.82M Buy
+26,000
New +$2.28M ﹤0.01% 2853
2019
Q1 		– Sell
-6,600,000
Closed -$492M – 8201
2018
Q4 		$492M Buy
+6,600,000
New +$520M 0.22% 107
2017
Q4 		– Sell
-1,000
Closed -$83K – 8122
2017
Q3 		$83K Hold
1,000
– – ﹤0.01% 5438
2017
Q2 		$83K Hold
1,000
– – ﹤0.01% 5293
2017
Q1 		$83K Buy
+1,000
New +$83K ﹤0.01% 5187
2016
Q2 		– Sell
-1,000
Closed -$84K – 7997
2016
Q1 		$84K Buy
+1,000
New +$77.8K ﹤0.01% 5104
2015
Q1 		– Sell
-1,300
Closed -$105K – 9427
2014
Q4 		$105K Buy
+1,300
New +$102K ﹤0.01% 5661

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

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.