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Vanguard REIT ETF shares owned by Highland Financial Advisors

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

Historical chart of Highland Financial Advisors investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 59k 88.36
2023-09-30 $4.3M 57k 75.67
2023-06-30 $4.6M 55k 83.56
2023-03-31 $4.3M 51k 83.04
2022-12-31 $4.1M 50k 82.48
2022-09-30 $3.6M 45k 80.16
2022-06-30 $4.2M 46k 91.12

More positions owned by Highland Financial Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Vanguard REIT ETF

Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Empower Advisory Group
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