Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Vanguard REIT ETF shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $38M 390k 97.42
2024-06-30 $49M 588k 83.76
2024-03-31 $54M 618k 86.48
2023-12-31 $53M 601k 88.36
2023-09-30 $42M 560k 75.66
2023-06-30 $44M 525k 83.56
2023-03-31 $40M 483k 83.04
2022-12-31 $37M 453k 82.48
2022-09-30 $32M 404k 80.17
2022-06-30 $34M 370k 91.11
2022-03-31 $40M 370k 108.37
2021-12-31 $41M 350k 116.01
2021-09-30 $34M 336k 101.78
2021-06-30 $33M 320k 101.79
2021-03-31 $24M 258k 91.86
2020-12-31 $23M 273k 84.93
2020-09-30 $20M 255k 78.96
2020-06-30 $19M 246k 78.53
2020-03-31 $16M 233k 69.85
2019-12-31 $23M 252k 92.79
2019-09-30 $22M 239k 93.25
2019-06-30 $20M 232k 87.40
2019-03-31 $19M 221k 86.91
2018-12-31 $15M 200k 74.57
2018-09-30 $14M 176k 80.68
2018-06-30 $14M 167k 81.45
2018-03-31 $12M 109k 107.61
2017-12-31 $12M 143k 82.98
2017-09-30 $11M 134k 83.09
2017-06-30 $11M 129k 83.23
2017-03-31 $10M 126k 82.59
2016-12-31 $10M 126k 82.53
2016-09-30 $11M 122k 86.74
2016-06-30 $12M 135k 88.67
2016-03-31 $15M 178k 83.80
2015-12-31 $19M 232k 79.73
2015-09-30 $18M 231k 75.54
2015-06-30 $17M 222k 74.69
2015-03-31 $18M 219k 84.31
2014-12-31 $19M 228k 81.00
2014-09-30 $16M 227k 71.85
2014-06-30 $16M 216k 74.84
2014-03-31 $15M 208k 70.62
2013-12-31 $12M 192k 64.56
2013-09-30 $11M 171k 66.14
2013-06-30 $11M 156k 68.72
2013-03-31 $11M 153k 70.53
2012-12-31 $6.0M 91k 65.80
2012-09-30 $5.5M 85k 64.97
2012-06-30 $5.4M 83k 65.43
2012-03-31 $5.2M 82k 63.65
2011-12-31 $4.6M 79k 57.99
2011-09-30 $3.9M 77k 50.87
2011-06-30 $4.5M 75k 60.10
2011-03-31 $4.5M 74k 61.38

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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