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Vanguard REIT ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $118k 1.4k 83.76
2024-03-31 $122k 1.4k 86.48
2023-12-31 $43k 482 88.36
2023-09-30 $131k 1.7k 75.66
2023-06-30 $28k 330 83.56
2023-03-31 $27k 330 83.04

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View all positions for Cape Investment Advisory

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