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Vanguard REIT ETF shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $449k 4.7k 96.43

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Northwestern Mutual Wealth Management Company
Creative Planning
Bank of America Corporation
Wealthfront Advisers
Morgan Stanley
State of New Jersey Common Pension Fund D
Gallagher Fiduciary Advisors
Prudential Financial
Wells Fargo & Company
Two Sigma Investments
Bank of New York Mellon
Financial Engines Advisors L.L.C
Cetera Investment Advisers
LPL Financial

View all funds holding Vanguard REIT ETF