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Vanguard REIT ETF shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 3.2k 91.43
2025-06-30 $285k 3.2k 89.72
2025-03-31 $297k 3.3k 91.13
2024-12-31 $692k 7.7k 89.45
2024-09-30 $1.0M 11k 94.46
2024-06-30 $1.0M 12k 83.76
2024-03-31 $1.2M 14k 83.94
2023-12-31 $1.4M 16k 88.36
2023-09-30 $1.3M 17k 76.80
2023-06-30 $1.7M 20k 86.13
2023-03-31 $1.8M 21k 83.04
2022-12-31 $2.0M 24k 80.38
2022-09-30 $1.9M 23k 80.16
2022-06-30 $11M 118k 91.11
2022-03-31 $13M 119k 108.37
2021-12-31 $16M 134k 116.01
2021-09-30 $14M 134k 101.78
2021-06-30 $16M 152k 101.79
2021-03-31 $26M 282k 91.86
2020-12-31 $29M 336k 84.93
2020-09-30 $27M 336k 78.96
2020-06-30 $35M 428k 81.33
2020-03-31 $29M 422k 68.83
2019-12-31 $40k 220 183.17
2019-09-30 $36M 390k 93.25
2019-06-30 $32M 359k 87.63
2019-03-31 $28M 325k 86.91
2018-12-31 $28M 372k 74.57
2018-09-30 $31M 379k 80.68
2018-06-30 $30M 372k 81.45
2018-03-31 $26M 347k 75.47
2017-12-31 $26M 312k 82.98
2017-09-30 $25M 302k 83.09
2017-06-30 $25M 301k 83.23
2017-03-31 $24M 290k 82.59
2016-12-31 $23M 272k 82.53
2016-09-30 $24M 274k 86.74
2016-06-30 $25M 276k 88.67
2016-03-31 $23M 278k 83.80
2015-12-31 $22M 281k 79.73

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Capital Asset Advisory Services

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
Morgan Stanley
Wealthfront Advisers
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Us Bancorp
Prudential Financial
Wells Fargo & Company
Financial Engines Advisors L.L.C
Goldman Sachs Group
Bank of New York Mellon
State of Tennessee, Treasury Department
LPL Financial

View all funds holding Vanguard REIT ETF