UF
VNQ icon

Univest Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Univest Financial’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 		$1.27M Sell
14,280
-31,642
-69% -$2.9M 0.07% 142
2025
Q4 		$4.06M Buy
+45,922
New +$4.13M 0.22% 84
2025
Q2 		– Sell
-9,099
Closed -$824K – 285
2025
Q1 		$824K Sell
9,099
-25,664
-74% -$2.33M 0.05% 166
2024
Q4 		$3.1M Buy
34,763
+30,818
+781% +$2.91M 0.2% 93
2024
Q3 		$384K Buy
+3,945
New +$363K 0.03% 223
2024
Q1 		– Sell
-12,145
Closed -$1.07M – 134
2023
Q4 		$1.07M Buy
+12,145
New +$963K 0.32% 52
2023
Q1 		– Sell
-6,563
Closed -$541K – 111
2022
Q4 		$541K Buy
+6,563
New +$544K 0.17% 66
2022
Q2 		– Sell
-1,936
Closed -$210K – 112
2022
Q1 		$210K Sell
1,936
-116
-6% -$12.3K 0.06% 112
2021
Q4 		$238K Sell
2,052
-347
-14% -$37.9K 0.06% 102
2021
Q3 		$244K Buy
+2,399
New +$254K 0.07% 97
2021
Q1 		– Sell
-7,638
Closed -$649K – 111
2020
Q4 		$649K Buy
7,638
+5,065
+197% +$420K 0.19% 58
2020
Q3 		$203K Buy
+2,573
New +$207K 0.06% 100
2019
Q4 		– Sell
-2,527
Closed -$236K – 132
2019
Q3 		$236K Buy
2,527
+8
+0.3% +$726 0.08% 104
2019
Q2 		$220K Sell
2,519
-173
-6% -$15.1K 0.07% 105
2019
Q1 		$234K Buy
+2,692
New +$222K 0.08% 107

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

Univest Financial's VNQ Position: Q1 2026 in Review

Univest Financial reduced its Vanguard Real Estate ETF (VNQ) stake by 69% in Q1 2026, selling an estimated $2.9M and leaving 14,280 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #142.

Univest Financial first reported a position in VNQ in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.06M in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Univest Financial held 14,280 shares of Vanguard Real Estate ETF worth $1.27M as of Q1 2026.
  • Univest Financial sold 31,642 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.9M.
  • Vanguard Real Estate ETF made up 0.07% of Univest Financial's portfolio in Q1 2026, its #142 holding.
  • Univest Financial first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 15 quarters since.
  • Univest Financial's Vanguard Real Estate ETF position peaked at $4.06M in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.