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Vanguard REIT ETF shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 17k 89.05
2025-06-30 $1.6M 18k 88.97
2025-03-31 $1.7M 19k 88.02
2024-12-31 $1.6M 19k 85.55
2024-09-30 $1.4M 15k 96.44
2024-06-30 $905k 10k 88.66

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View all positions for Diversify Wealth Management

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
Morgan Stanley
Wealthfront Advisers
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Us Bancorp
Prudential Financial
Wells Fargo & Company
Financial Engines Advisors L.L.C
Goldman Sachs Group
Bank of New York Mellon
State of Tennessee, Treasury Department
LPL Financial

View all funds holding Vanguard REIT ETF