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Vanguard REIT ETF shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 37k 97.42
2024-06-30 $3.1M 35k 86.48
2024-03-31 $3.1M 35k 86.48
2023-12-31 $3.0M 35k 88.36
2023-09-30 $2.5M 33k 75.66

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

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
Wealthfront Advisers
Goldman Sachs Group
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

View all funds holding Vanguard REIT ETF