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Vanguard REIT ETF shares owned by Leeward Financial Partners

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

Historical chart of Leeward Financial Partners investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $404k 4.2k 97.41
2024-06-30 $360k 4.3k 83.75
2024-03-31 $3.4M 40k 86.48
2023-12-31 $3.8M 43k 88.36
2023-09-30 $2.5M 33k 75.66
2023-06-30 $2.5M 30k 83.56
2023-03-31 $2.6M 31k 83.04
2022-12-31 $2.4M 29k 82.48

More positions owned by Leeward Financial Partners

Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Eaton Corp SHS (ETN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Leeward Financial Partners

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF