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Vanguard REIT ETF shares owned by GPWM

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

Historical chart of GPWM investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by GPWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by GPWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 84k 86.48
2023-12-31 $7.1M 80k 88.36
2023-09-30 $6.1M 80k 75.66
2023-06-30 $6.4M 76k 83.56
2023-03-31 $6.2M 75k 83.04
2022-12-31 $6.2M 76k 82.48
2022-09-30 $4.3M 53k 80.18
2022-06-30 $4.8M 52k 91.09
2022-03-31 $5.5M 51k 108.37
2021-12-31 $6.1M 53k 116.01

More positions owned by GPWM

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard World Esg Us Stk Etf (ESGV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for GPWM

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