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Vanguard REIT ETF shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Captrust 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 315k 88.36
2023-09-30 $25M 335k 75.66
2023-06-30 $29M 354k 82.60
2023-03-31 $31M 373k 82.13
2022-12-31 $31M 384k 81.60
2022-09-30 $33M 414k 79.38
2022-06-30 $37M 409k 90.20
2022-03-31 $33M 304k 108.37
2021-12-31 $28M 242k 116.01
2021-09-30 $27M 266k 101.78
2021-06-30 $27M 263k 101.79
2021-03-31 $13M 145k 91.86
2020-12-31 $10M 119k 84.93
2020-09-30 $11M 131k 80.54
2020-06-30 $11M 143k 80.34
2020-03-31 $8.6M 131k 65.26
2019-12-31 $15M 167k 91.70
2019-09-30 $9.8M 105k 93.25
2019-06-30 $7.6M 87k 88.20
2019-03-31 $7.1M 81k 87.51
2018-12-31 $6.1M 82k 74.57
2018-09-30 $6.1M 75k 80.68
2018-06-30 $6.2M 76k 81.45
2018-03-31 $6.9M 93k 74.45
2017-12-31 $8.2M 99k 82.98
2017-09-30 $5.7M 69k 83.09
2017-06-30 $1.2M 15k 83.27
2017-03-31 $1.1M 14k 82.60
2016-12-31 $3.1M 38k 82.54
2016-09-30 $224k 2.5k 88.78
2016-06-30 $1.1M 13k 88.70
2016-03-31 $528k 6.3k 83.73
2015-12-31 $698k 8.8k 79.73
2015-09-30 $555k 7.3k 75.60
2015-06-30 $530k 7.1k 74.69
2015-03-31 $1.1M 13k 84.31
2014-12-31 $482k 6.0k 80.93
2014-09-30 $507k 7.1k 71.82
2014-06-30 $514k 6.9k 74.86
2014-03-31 $1.2M 18k 69.07
2013-12-31 $1.0M 16k 64.53
2013-09-30 $992k 15k 66.15
2013-06-30 $1000k 15k 68.70
2013-03-31 $640k 9.1k 70.58
2012-12-31 $890k 14k 65.84
2012-09-30 $421k 6.5k 65.25
2012-06-30 $407k 6.1k 66.28

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust 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
Bank of New York Mellon
Royal Bank of Canada
Barclays
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF