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Vanguard REIT ETF shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $239k 2.7k 89.08
2024-09-30 $261k 2.7k 97.42
2024-06-30 $224k 2.7k 83.76
2024-03-31 $232k 2.7k 86.48
2023-12-31 $243k 2.8k 88.36

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View all positions for Beacon Financial

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
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF