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Vanguard REIT ETF shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 2.2k 91.42
2025-06-30 $197k 2.2k 89.06
2025-03-31 $205k 2.3k 90.54
2024-09-30 $201k 2.1k 97.20
2024-06-30 $173k 2.1k 83.66
2024-03-31 $179k 2.1k 86.43

More positions owned by Dynamic Wealth Strategies

Ishares Tr Xpnd Tec Sc Etf (IGM)
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)
Vanguard Index Fds Alue Etf (VTV)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Sci Eafe Etf (EFA)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Ishares Tr Afe Value Etf (EFV)
Ishares Sci Jpn Etf New (EWJ)
Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)
Ishares Tr -10 Yr Trsy Bd (IEF)
Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

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