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Vanguard REIT ETF shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 2.1k 97.42
2022-03-31 $230k 2.1k 108.39
2021-12-31 $246k 2.1k 115.98

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Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
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Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG Wealth Management

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
Wells Fargo & Company
State of New Jersey Common Pension Fund D
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF