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Vanguard REIT ETF shares owned by Capital Management Associates

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

Historical chart of Capital Management Associates investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 20k 89.08
2024-09-30 $1.0M 11k 97.89
2024-06-30 $840k 10k 84.31
2024-03-31 $895k 10k 86.48
2023-12-31 $907k 10k 88.36

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr 0-5 High Yield (HYS)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for Capital Management Associates

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Bank of America Corporation
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Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
Prudential Financial
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Vanguard REIT ETF