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Vanguard REIT ETF shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 2.9k 88.50
2025-09-30 $299k 3.3k 91.43
2025-06-30 $240k 2.7k 89.07
2025-03-31 $242k 2.7k 90.53
2024-12-31 $241k 2.7k 89.09

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Ishares Tr Us Aer Def Etf (ITA)
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Ishares Silver Tr Ishares (SLV)
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View all positions for Capstone Wealth Management Group

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
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
Envestnet Asset Management

View all funds holding Vanguard REIT ETF