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United Capital Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

United Capital Financial Advisors’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 		$53.7M Sell
605,036
-74,678
-11% -$6.85M 0.33% 58
2025
Q4 		$60.1M Sell
679,714
-68,714
-9% -$6.18M 0.36% 53
2025
Q3 		$68.4M Sell
748,428
-41,218
-5% -$3.74M 0.49% 39
2025
Q2 		$70.3M Sell
789,646
-73,773
-9% -$6.51M 0.57% 36
2025
Q1 		$78.2M Sell
863,419
-31,150
-3% -$2.83M 0.67% 33
2024
Q4 		$79.7M Sell
894,569
-13,611
-1% -$1.29M 0.67% 33
2024
Q3 		$88.5M Buy
908,180
+2,660
+0.3% +$245K 0.73% 29
2024
Q2 		$75.8M Buy
905,520
+16,626
+2% +$1.37M 0.65% 34
2024
Q1 		$76.9M Sell
888,894
-32,043
-3% -$2.74M 0.63% 34
2023
Q4 		$81.4M Sell
920,937
-566,032
-38% -$44.9M 0.68% 32
2023
Q3 		$113M Sell
1,486,969
-366,817
-20% -$30.2M 0.74% 24
2023
Q2 		$155M Buy
1,853,786
+62,470
+3% +$5.12M 0.84% 21
2023
Q1 		$149M Buy
1,791,316
+33,942
+2% +$2.92M 0.83% 21
2022
Q4 		$145M Buy
1,757,374
+74,173
+4% +$6.15M 0.81% 22
2022
Q3 		$135M Buy
1,683,201
+37,712
+2% +$3.53M 0.8% 22
2022
Q2 		$150M Buy
1,645,489
+12,824
+0.8% +$1.28M 0.82% 19
2022
Q1 		$177M Buy
1,632,665
+18,294
+1% +$1.94M 0.86% 19
2021
Q4 		$187M Sell
1,614,371
-18,255
-1% -$1.99M 0.86% 19
2021
Q3 		$166M Buy
1,632,626
+3,248
+0.2% +$344K 0.83% 19
2021
Q2 		$166M Buy
1,629,378
+11,380
+0.7% +$1.13M 0.84% 19
2021
Q1 		$149M Sell
1,617,998
-175,537
-10% -$15.4M 0.82% 18
2020
Q4 		$152M Buy
1,793,535
+69,315
+4% +$5.75M 0.92% 16
2020
Q3 		$136M Buy
1,724,220
+212,518
+14% +$17.1M 0.89% 17
2020
Q2 		$119M Sell
1,511,702
-99,409
-6% -$7.54M 0.86% 15
2020
Q1 		$113M Buy
1,611,111
+448,577
+39% +$39.4M 0.93% 16
2019
Q4 		$108M Sell
1,162,534
-136,762
-11% -$12.7M 0.7% 18
2019
Q3 		$121M Buy
1,299,296
+194,566
+18% +$17.7M 0.85% 14
2019
Q2 		$96.6M Sell
1,104,730
-393,419
-26% -$34.4M 0.63% 22
2019
Q1 		$130M Sell
1,498,149
-262,652
-15% -$21.7M 0.92% 14
2018
Q4 		$131M Buy
1,760,801
+80,481
+5% +$6.34M 1.04% 13
2018
Q3 		$136M Buy
1,680,320
+848,110
+102% +$69.8M 0.95% 13
2018
Q2 		$67.8M Buy
832,210
+4,102
+0.5% +$318K 0.51% 31
2018
Q1 		$62.5M Sell
828,108
-37,443
-4% -$2.87M 0.48% 36
2017
Q4 		$71.8M Buy
865,551
+19,191
+2% +$1.61M 0.57% 26
2017
Q3 		$70.3M Buy
846,360
+114,304
+16% +$9.55M 0.6% 24
2017
Q2 		$60.9M Sell
732,056
-52,890
-7% -$4.41M 0.55% 28
2017
Q1 		$64.8M Buy
784,946
+31,271
+4% +$2.59M 0.6% 23
2016
Q4 		$62.2M Sell
753,675
-272,416
-27% -$22.2M 0.6% 22
2016
Q3 		$89M Buy
1,026,091
+60,146
+6% +$5.37M 0.86% 13
2016
Q2 		$86M Buy
965,945
+63,454
+7% +$5.33M 0.88% 14
2016
Q1 		$75.6M Sell
902,491
-99,428
-10% -$7.74M 0.83% 17
2015
Q4 		$79.9M Buy
1,001,919
+320,930
+47% +$25.4M 0.92% 18
2015
Q3 		$51.4M Buy
680,989
+295,467
+77% +$22.7M 0.62% 22
2015
Q2 		$28.8M Sell
385,522
-275,985
-42% -$22.1M 0.33% 66
2015
Q1 		$52.5M Buy
661,507
+274,995
+71% +$23.4M 0.64% 25
2014
Q4 		$31.3M Buy
386,512
+72,428
+23% +$5.68M 0.47% 49
2014
Q3 		$22.6M Buy
314,084
+38,814
+14% +$2.93M 0.39% 67
2014
Q2 		$20.6M Buy
275,270
+147,981
+116% +$10.9M 0.38% 68
2014
Q1 		$8.99M Buy
127,289
+27,260
+27% +$1.87M 0.19% 128
2013
Q4 		$6.46M Buy
100,029
+5,773
+6% +$386K 0.22% 120
2013
Q3 		$6.23M Sell
94,256
-2,988
-3% -$203K 0.2% 114
2013
Q2 		$6.68M Buy
+97,244
New +$7.06M 0.18% 144

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

United Capital Financial Advisors's VNQ Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q1 2026, selling an estimated $6.85M and leaving 605,036 shares worth $53.7M. The position accounts for 0.33% of the portfolio, ranked #58.

United Capital Financial Advisors first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $187M in Q4 2021. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • United Capital Financial Advisors held 605,036 shares of Vanguard Real Estate ETF worth $53.7M as of Q1 2026.
  • United Capital Financial Advisors sold 74,678 Vanguard Real Estate ETF shares in Q1 2026, an estimated $6.85M.
  • Vanguard Real Estate ETF made up 0.33% of United Capital Financial Advisors's portfolio in Q1 2026, its #58 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Vanguard Real Estate ETF position peaked at $187M in Q4 2021.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.