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Vanguard REIT ETF shares owned by North Berkeley Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by North Berkeley Wealth Management from 13F filings

Historical chart of North Berkeley Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 91.42
2025-06-30 $1.5M 17k 89.06
2025-03-31 $1.1M 12k 90.54
2024-12-31 $1.1M 12k 89.08

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
Morgan Stanley
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
Goldman Sachs Group
Bank of New York Mellon
State of Tennessee, Treasury Department
LPL Financial

View all funds holding Vanguard REIT ETF