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Vanguard REIT ETF shares owned by 55i

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by 55i from 13F filings

Historical chart of 55i investment in Vanguard REIT ETF

Jul 2020Jan 2021Jul 2021Jan 2022Jul 202202M4M6M020k40k60k80k
Value ($)Share countHistorical VNQ position of 55i Source: stockzoa.comValue ($)Share count

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All positions including Vanguard REIT ETF held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.2M 90k 80.17
2022-06-30 $970k 11k 91.14
2022-03-31 $854k 7.9k 108.33
2021-12-31 $908k 7.8k 115.96
2021-09-30 $713k 7.0k 101.71
2021-06-30 $478k 4.7k 101.75
2021-03-31 $346k 3.8k 91.95
2020-12-31 $334k 3.9k 84.86
2020-09-30 $377k 4.8k 78.94
2020-06-30 $521k 6.6k 78.51
2020-03-31 $1.0M 13k 78.89

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Us Bancorp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Prudential Financial
Goldman Sachs Group
Caisse de depot et placement du Quebec
Financial Engines Advisors L.L.C
Envestnet Asset Management
Bank of New York Mellon

View all funds holding Vanguard REIT ETF