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Vanguard REIT ETF shares owned by BOS Asset Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by BOS Asset Management from 13F filings

Historical chart of BOS Asset Management investment in Vanguard REIT ETF

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20251M2M3M10k20k30k
Value ($)Share countHistorical VNQ position of BOS Asset Management Source: stockzoa.comValue ($)Share count

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All positions including Vanguard REIT ETF held by BOS Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by BOS Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2M 37k 89.08
2024-09-30 $3.4M 35k 97.42
2024-06-30 $2.8M 34k 83.76
2024-03-31 $2.4M 28k 86.48
2023-09-30 $341k 4.5k 75.66

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
NVIDIA Corporation (NVDA)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Eli Lilly & Co. (LLY)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for BOS Asset Management

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