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VNQVNQ
Showing 7 of 29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD REAL ESTATE ETF ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 605,036 shares of VNQ (VANGUARD REAL ESTATE ETF ETF), worth $53.7M as of 2026-Q1. The position was decreased (-11.0% shares). VNQ represents 0.3% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$53.7M

Current Shares

605,036

Total Value Change

-$34.8M

Total Shares Change

-303,144

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
605,036
-11.0%
$53.7M0.3%$95.42
0
2025-Q4
Decreased
679,714
-9.2%
$60.1M0.4%$89.22
0
2025-Q3
Decreased
748,428
-5.2%
$68.4M0.5%$90.23
0
2025-Q2
Decreased
789,646
-8.5%
$70.3M0.6%$86.86
0
2025-Q1
Decreased
863,419
-3.5%
$78.2M0.7%$87.20
0
2024-Q4
Decreased
894,569
-1.5%
$79.7M0.7%$84.97
0
2024-Q3
Increased
908,180
+0.3%
$88.5M0.7%$92.11
42

Other major holders of VNQ: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Creative Planning

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