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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in Vanguard Real Estate ETF

Yes. United Capital Financial Advisors holds 584,158 shares of VNQ (Vanguard Real Estate ETF), worth $56.3M, as of its Q2 2026 13F filing. It reduced the position by 20,878 shares (-3.5%) from Q1 2026. United Capital Financial Advisors has held VNQ in every 13F on record since Q1 2019, 30 quarterly filings. VNQ is 0.3% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$56.3M

Current Shares

584,158

Total Value Change

-$32.2M

Total Shares Change

-324,022

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
584,158
-3.5%
$56.3M0.3%$96.43
0
2026-Q1
Decreased
605,036
-11.0%
$53.7M0.3%$87.93
0
2025-Q4
Decreased
679,714
-9.2%
$60.1M0.4%$86.79
0
2025-Q3
Decreased
748,428
-5.2%
$68.4M0.5%$88.85
0
2025-Q2
Decreased
789,646
-8.5%
$70.3M0.6%$85.74
0
2025-Q1
Decreased
863,419
-3.5%
$78.2M0.7%$86.32
0
2024-Q4
Decreased
894,569
-1.5%
$79.7M0.7%$84.06
0
2024-Q3
Increased
908,180
+0.3%
$88.5M0.7%$91.05
42

Other major holders of VNQ: Creative Planning, WELLS FARGO & COMPANY/MN

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