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Vanguard REIT ETF shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 46k 86.48
2023-12-31 $4.2M 48k 88.36
2023-09-30 $3.4M 46k 75.66
2023-06-30 $2.6M 31k 83.56
2023-03-31 $1.6M 19k 83.04
2022-12-31 $1.6M 19k 82.48
2022-09-30 $1.2M 14k 80.17

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Market (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Cherrydale Wealth Management

Top funds holding Vanguard REIT ETF

Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF