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Vanguard REIT ETF shares owned by Relative Value Partners

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

Historical chart of Relative Value Partners investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2015-03-31 $604k 7.2k 84.31
2014-12-31 $591k 7.3k 80.94
2014-09-30 $319k 4.4k 71.83

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Zweig Total Return Com New
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Putnam Premier Income Tr Sh Ben Int (PPT)
Diversified Real Asset Inc F Com Shs
Eaton Vance Risk Managed Diversified (ETJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Total Bnd Mrkt (BND)
Mfs Charter Income Tr Sh Ben Int (MCR)
Western Asset Vrble Rate Strtgc Fnd
Mfs Inter Income Tr Sh Ben Int (MIN)

View all positions for Relative Value Partners

Top funds holding Vanguard REIT ETF

Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Empower Advisory Group
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