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Vanguard REIT ETF shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 14k 86.48
2023-12-31 $1.5M 17k 88.36
2023-09-30 $881k 12k 75.66
2022-12-31 $28k 342 82.48

More positions owned by Retirement Financial Solutions

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Retirement Financial Solutions

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
Charles Schwab Investment Management
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management

View all funds holding Vanguard REIT ETF