Vanguard REIT ETF shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $81M | 921k | 88.36 |
| 2023-09-30 | $113M | 1.5M | 75.66 |
| 2023-06-30 | $155M | 1.9M | 83.56 |
| 2023-03-31 | $149M | 1.8M | 83.04 |
| 2022-12-31 | $145M | 1.8M | 82.48 |
| 2022-09-30 | $135M | 1.7M | 80.17 |
| 2022-06-30 | $150M | 1.6M | 91.11 |
| 2022-03-31 | $177M | 1.6M | 108.37 |
| 2021-12-31 | $187M | 1.6M | 116.01 |
| 2021-09-30 | $166M | 1.6M | 101.78 |
| 2021-06-30 | $166M | 1.6M | 101.79 |
| 2021-03-31 | $149M | 1.6M | 91.86 |
| 2020-12-31 | $152M | 1.8M | 84.93 |
| 2020-09-30 | $136M | 1.7M | 78.96 |
| 2020-06-30 | $119M | 1.5M | 78.53 |
| 2020-03-31 | $113M | 1.6M | 69.85 |
| 2019-12-31 | $108M | 1.2M | 92.79 |
| 2019-09-30 | $121M | 1.3M | 93.25 |
| 2019-06-30 | $97M | 1.1M | 87.40 |
| 2019-03-31 | $130M | 1.5M | 86.91 |
| 2018-12-31 | $131M | 1.8M | 74.57 |
| 2018-09-30 | $136M | 1.7M | 80.68 |
| 2018-06-30 | $68M | 832k | 81.45 |
| 2018-03-31 | $63M | 828k | 75.47 |
| 2017-12-31 | $72M | 866k | 82.95 |
| 2017-09-30 | $70M | 846k | 83.09 |
| 2017-06-30 | $61M | 732k | 83.23 |
| 2017-03-31 | $65M | 785k | 82.59 |
| 2016-12-31 | $62M | 754k | 82.53 |
| 2016-09-30 | $89M | 1.0M | 86.74 |
| 2016-06-30 | $86M | 966k | 89.00 |
| 2016-03-31 | $76M | 903k | 83.80 |
| 2015-12-31 | $80M | 1.0M | 79.73 |
| 2015-09-30 | $51M | 681k | 75.54 |
| 2015-06-30 | $29M | 386k | 74.69 |
| 2015-03-31 | $53M | 662k | 79.38 |
| 2014-12-31 | $31M | 387k | 81.00 |
| 2014-09-30 | $23M | 314k | 71.85 |
| 2014-06-30 | $21M | 275k | 74.84 |
| 2014-03-31 | $9.0M | 127k | 70.62 |
| 2013-12-31 | $6.5M | 100k | 64.56 |
| 2013-09-30 | $6.2M | 94k | 66.14 |
| 2013-06-30 | $6.7M | 97k | 68.72 |
| 2013-03-31 | $8.5M | 121k | 70.53 |
| 2012-12-31 | $7.2M | 110k | 65.80 |
| 2012-09-30 | $6.2M | 96k | 64.97 |
| 2012-06-30 | $2.2M | 34k | 65.44 |
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