United Advisor Group’s Vanguard Real Estate ETF VNQ Stock Holding History

United Advisor 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	$212K	Buy	+2,394	New	+$220K	0.03%	479

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

United Advisor Group's VNQ Position: Q1 2026 in Review

United Advisor Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 2,394 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #479 among its holdings.

1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

United Advisor Group held 2,394 shares of Vanguard Real Estate ETF worth $212K as of Q1 2026.
Vanguard Real Estate ETF was a new United Advisor Group position in Q1 2026.
Vanguard Real Estate ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #479 holding.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.