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Vanguard REIT ETF shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.1M 73k 83.76
2024-03-31 $6.3M 72k 86.48
2023-12-31 $6.9M 78k 88.36
2023-09-30 $7.5M 100k 75.66
2023-06-30 $9.3M 111k 83.56
2023-03-31 $11M 133k 83.04
2022-12-31 $12M 142k 82.48
2022-09-30 $5.0M 62k 80.16
2022-06-30 $5.2M 58k 91.10
2022-03-31 $6.3M 58k 108.36
2021-12-31 $7.2M 62k 116.00
2021-09-30 $6.4M 63k 101.78
2021-06-30 $6.0M 59k 101.80
2021-03-31 $5.5M 60k 91.86
2020-12-31 $5.1M 60k 84.93
2020-09-30 $4.7M 59k 78.96
2020-06-30 $5.5M 71k 78.52
2020-03-31 $5.0M 72k 69.85
2019-12-31 $3.4M 36k 92.81
2019-09-30 $3.5M 37k 93.25
2019-06-30 $3.3M 38k 87.40
2019-03-31 $3.3M 38k 86.91
2018-12-31 $2.8M 37k 74.58
2018-09-30 $3.0M 37k 80.68
2018-06-30 $3.0M 37k 81.45
2018-03-31 $4.6M 62k 75.46
2017-12-31 $3.1M 37k 82.98
2017-09-30 $3.1M 38k 83.09
2017-06-30 $3.1M 37k 83.23
2017-03-31 $3.1M 37k 82.60
2016-12-31 $3.2M 38k 82.52
2016-09-30 $3.2M 37k 86.74
2016-06-30 $2.7M 30k 88.68
2016-03-31 $2.6M 31k 83.80
2015-12-31 $2.7M 33k 79.73
2015-09-30 $2.5M 33k 77.50
2015-06-30 $2.4M 33k 74.70
2015-03-31 $2.7M 32k 84.30
2014-12-31 $2.7M 33k 81.00
2014-09-30 $2.6M 36k 71.84
2014-06-30 $2.7M 36k 74.84
2014-03-31 $2.6M 37k 70.62
2013-12-31 $2.4M 37k 64.57

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
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
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF