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Vanguard REIT ETF shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $366k 4.1k 88.49
2020-12-31 $15k 176 85.23
2020-09-30 $16k 206 77.67
2020-06-30 $34k 429 79.25
2020-03-31 $34k 486 69.96
2019-12-31 $37k 394 93.91

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)
iShares Core S&P 500 ETF Etf (IVV)
Alphabet Common Stock (GOOGL)
Microsoft Common Stock (MSFT)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
iShares Core S&P Small-Cap ETF Etf (IJR)
Meta Platforms Common Stock (META)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)

View all positions for HCR Wealth Advisors

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
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
Bank of New York Mellon
Goldman Sachs Group
State of Tennessee, Treasury Department
LPL Financial
Pure Financial Advisors

View all funds holding Vanguard REIT ETF