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Vanguard REIT ETF shares owned by Compass Financial Group

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

Historical chart of Compass Financial Group investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 2.9k 86.49
2023-12-31 $262k 3.0k 88.37
2023-09-30 $235k 3.1k 75.66
2023-06-30 $266k 3.2k 83.57
2023-03-31 $286k 3.4k 83.05
2022-12-31 $283k 3.4k 82.44

More positions owned by Compass Financial Group

Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Industrial Etf (VIS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Fidelity Covington Trust Consmr Staples (FSTA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Annaly Capital Management In Com New (NLY)

View all positions for Compass Financial Group

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Jpmorgan Chase & Co
Bank of America Corporation
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