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Vanguard REIT ETF shares owned by Presilium Private Wealth

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Presilium Private Wealth from 13F filings

Historical chart of Presilium Private Wealth investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 159k 86.48
2023-12-31 $12M 136k 88.36
2023-09-30 $14M 190k 75.66
2023-06-30 $14M 163k 83.56
2023-03-31 $12M 148k 83.04
2022-12-31 $11M 134k 82.48

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private Wealth

Top funds holding Vanguard REIT ETF

Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF