Perigon Wealth Management »

Vanguard REIT ETF shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 62k 86.48
2023-12-31 $5.7M 65k 88.36
2023-09-30 $13M 172k 75.66
2023-06-30 $14M 171k 83.56
2023-03-31 $6.9M 83k 83.04
2022-12-31 $5.3M 64k 82.48
2022-09-30 $1.3M 16k 80.15
2022-06-30 $1.4M 16k 91.12
2022-03-31 $1.3M 12k 108.38
2021-12-31 $1.4M 12k 116.01
2021-09-30 $950k 9.3k 101.76
2021-06-30 $999k 9.8k 101.82
2021-03-31 $896k 9.8k 91.87
2020-12-31 $800k 9.4k 84.95
2020-09-30 $734k 9.3k 78.98
2020-06-30 $577k 7.3k 78.54
2020-03-31 $583k 7.4k 78.88
2019-12-31 $599k 6.5k 92.37
2019-09-30 $490k 5.3k 93.21
2019-06-30 $463k 5.3k 87.34
2019-03-31 $518k 6.0k 86.18
2018-12-31 $331k 4.1k 80.40
2018-09-30 $332k 4.1k 80.64
2018-06-30 $392k 4.8k 81.38
2018-03-31 $312k 4.1k 75.58
2017-09-30 $122k 1.5k 82.77
2017-06-30 $126k 1.5k 83.22
2017-03-31 $125k 1.5k 82.56
2016-12-31 $339k 4.0k 84.16
2016-09-30 $287k 3.3k 86.68
2016-06-30 $294k 3.3k 88.82
2015-12-31 $208k 2.6k 79.63
2014-12-31 $325k 4.0k 80.93
2014-06-30 $227k 3.0k 74.89
2011-09-30 $1.3M 16k 80.15

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF