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Vanguard REIT ETF shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $323k 3.6k 89.08
2024-09-30 $320k 3.3k 97.42

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Apple Stock (AAPL)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Value Etf Etf (VTV)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Amazon.com Stock (AMZN)
Autozone Inc Nev Stock (AZO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fedex Corp Stock (FDX)

View all positions for Duncan Williams Asset Management

Top funds holding Vanguard REIT ETF

Creative Planning
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
Prudential Financial
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Vanguard REIT ETF