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Vanguard REIT ETF shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 26k 88.36
2023-09-30 $2.0M 27k 75.66
2022-03-31 $1.9M 18k 108.38
2021-12-31 $1.8M 16k 116.01
2021-09-30 $1.8M 18k 101.78
2021-06-30 $2.0M 20k 101.79
2021-03-31 $2.2M 24k 91.86

More positions owned by Financial & Tax Architects

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Cre U S Reit Etf (USRT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Proshares Tr Pshs Ult S&p 500 (SSO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult Mcap400 (MVV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
International Business Machines (IBM)
Caterpillar (CAT)

View all positions for Financial & Tax Architects

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF