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Vanguard REIT ETF shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 39k 88.35
2023-09-30 $2.8M 37k 74.30
2023-03-31 $3.1M 37k 83.03
2022-12-31 $3.1M 37k 85.82
2022-09-30 $3.1M 38k 82.93
2020-09-30 $3.3M 39k 84.27
2020-03-31 $2.7M 38k 69.84
2019-12-31 $3.5M 38k 92.79

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Houlihan Financial Resource Group

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