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Vanguard REIT ETF shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Compass Financial Management 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 Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 27k 97.44

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Northwestern Mutual Wealth Management Company
Creative Planning
Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Gallagher Fiduciary Advisors
Us Bancorp
Prudential Financial
Wells Fargo & Company
Two Sigma Investments
Bank of New York Mellon
Financial Engines Advisors L.L.C

View all funds holding Vanguard REIT ETF