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Vanguard REIT ETF shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 2.3k 88.48

More positions owned by Navis Wealth Advisors

Symbotic Class A Com (SYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Zscaler Incorporated (ZS)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Avis Budget (CAR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)

View all positions for Navis Wealth Advisors

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Us Bancorp
Prudential Financial
Wells Fargo & Company
Financial Engines Advisors L.L.C
Bank of New York Mellon
Goldman Sachs Group
State of Tennessee, Treasury Department
LPL Financial
Pure Financial Advisors

View all funds holding Vanguard REIT ETF