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Vanguard REIT ETF shares owned by Payne Capital Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Payne Capital Management from 13F filings

Historical chart of Payne Capital Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Payne Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 45k 91.42
2025-06-30 $3.3M 37k 89.06
2025-03-31 $3.2M 35k 90.54
2024-12-31 $2.9M 33k 89.08

More positions owned by Payne Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Payne Capital 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