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Vanguard REIT ETF shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 121k 97.42

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Columbia Etf Tr Ii India Consmr Etf (INCO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
International Business Machines (IBM)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Johnson & Johnson (JNJ)

View all positions for Beacon Harbor Wealth Advisors

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
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF