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Vanguard REIT ETF shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 49k 95.74
2024-06-30 $4.1M 49k 83.76

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
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Northwestern Mutual Wealth Management Company
Wealthfront Advisers
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
Royal Bank of Canada
Charles Schwab Investment Management

View all funds holding Vanguard REIT ETF