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Vanguard REIT ETF shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $7.1M 76k 92.79
2019-09-30 $6.1M 66k 93.32
2019-06-30 $4.0M 46k 87.37
2019-03-31 $3.5M 40k 86.88
2018-12-31 $2.8M 38k 74.23

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Bank of America Corporation
Empower Advisory Group
Jpmorgan Chase & Co
Goldman Sachs Group
Wealthfront Advisers
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Us Bancorp
Financial Engines Advisors L.L.C
Mivtachim The Workers Social Insurance Fund
UBS Group
Envestnet Asset Management
Charles Schwab Investment Management

View all funds holding Vanguard REIT ETF