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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $89M 908k 97.42
2024-06-30 $76M 906k 83.76
2024-03-31 $77M 889k 86.48
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

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF