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VNQVNQ
Showing 7 of 30 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in VANGUARD REAL ESTATE ETF ETF

Beacon Pointe Advisors, LLC holds 303,877 shares of VNQ (VANGUARD REAL ESTATE ETF ETF), worth $27M as of 2026-Q1. The position was increased (+11.1% shares). VNQ represents 0.1% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$27M

Current Shares

303,877

Total Value Change

+$15M

Total Shares Change

+180,752

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
303,877
+11.1%
$27M0.1%$95.42
38
2025-Q4
Increased
273,445
+141.4%
$24.2M0.2%$89.22
55
2025-Q3
Increased
113,276
+14.0%
$10.4M0.1%$90.23
32
2025-Q2
Decreased
99,382
-5.8%
$8.9M0.1%$86.86
0
2025-Q1
Decreased
105,450
-10.5%
$9.5M0.1%$87.20
0
2024-Q4
Decreased
117,829
-4.3%
$10.5M0.1%$84.97
0
2024-Q3
Increased
123,125
+3.2%
$12M0.1%$92.11
34

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

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