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Vanguard REIT ETF shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Cascade 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 Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $911k 11k 81.71

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade 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