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Vanguard REIT ETF shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $225k 2.5k 89.07
2024-09-30 $263k 2.7k 97.42
2024-03-31 $267k 3.1k 86.48
2023-12-31 $272k 3.1k 88.35
2023-09-30 $238k 3.1k 75.65
2022-12-31 $627k 7.6k 82.48

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
Prudential Financial
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Vanguard REIT ETF