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Vanguard REIT ETF shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.5M 85k 87.69
2024-09-30 $9.3M 97k 96.44
2024-06-30 $9.5M 104k 90.73
2024-03-31 $9.0M 111k 80.43
2023-12-31 $9.6M 115k 84.10
2023-09-30 $9.2M 128k 71.69
2023-06-30 $11M 133k 84.63
2023-03-31 $9.8M 119k 82.06
2022-12-31 $11M 115k 91.07
2022-09-30 $8.9M 109k 81.66
2022-06-30 $11M 106k 98.96
2022-03-31 $10M 109k 94.65
2021-12-31 $11M 111k 102.33
2021-09-30 $12M 107k 109.75
2021-06-30 $11M 104k 105.90
2021-03-31 $9.9M 101k 98.07
2020-12-31 $8.4M 97k 85.77
2020-09-30 $7.3M 91k 79.93
2020-06-30 $7.0M 88k 78.93
2020-03-31 $6.4M 84k 76.11
2019-12-31 $7.7M 82k 94.63
2019-09-30 $8.1M 85k 94.94
2019-06-30 $7.1M 81k 87.35
2019-03-31 $8.0M 93k 85.49
2018-12-31 $7.0M 91k 77.53
2018-09-30 $6.8M 87k 78.18
2018-06-30 $7.1M 87k 81.44
2018-03-31 $5.8M 77k 75.47
2017-12-31 $6.4M 77k 82.97
2017-09-30 $6.2M 74k 83.09
2017-06-30 $3.7M 45k 83.24
2017-03-31 $4.0M 49k 82.60
2016-12-31 $3.0M 37k 82.54
2016-09-30 $3.0M 35k 86.73
2016-06-30 $2.9M 33k 88.66
2016-03-31 $2.7M 33k 83.81
2015-12-31 $2.2M 28k 79.74
2015-09-30 $2.2M 29k 75.54
2015-06-30 $2.4M 32k 74.68
2015-03-31 $2.6M 32k 80.98
2014-12-31 $2.2M 27k 81.00

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Energy Transfer Com Ut Ltd Ptn (ET)
Enterprise Products Partners (EPD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Blackstone Group Inc Com Cl A (BX)

View all positions for Chicago Partners Investment

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Us Bancorp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Prudential Financial
Goldman Sachs Group
Caisse de depot et placement du Quebec
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF