Vanguard REIT ETF shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard REIT ETF by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $106k | 1.1k | 96.43 |
| 2026-03-31 | $98k | 1.1k | 88.70 |
| 2025-12-31 | $97k | 1.1k | 88.49 |
| 2025-09-30 | $169k | 1.9k | 91.42 |
| 2025-06-30 | $165k | 1.9k | 89.06 |
| 2025-03-31 | $173k | 1.9k | 90.57 |
| 2024-12-31 | $165k | 1.9k | 89.08 |
| 2023-03-31 | $1.8k | 22 | 83.05 |
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