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Vanguard REIT ETF shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 47k 95.04
2024-03-31 $4.5M 53k 84.62
2023-12-31 $4.9M 55k 88.36

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View all positions for LM Advisors

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
Wells Fargo & Company
State of New Jersey Common Pension Fund D
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF