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Vanguard REIT ETF shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $671k 7.3k 91.42
2025-06-30 $653k 7.3k 89.25
2025-03-31 $636k 7.0k 90.53
2024-12-31 $208k 2.3k 89.71
2024-09-30 $218k 2.2k 97.42

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

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