Simplicity Wealth »

Vanguard REIT ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 14k 97.42
2024-06-30 $2.6M 31k 83.76
2024-03-31 $2.8M 32k 86.48

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Wealthfront Advisers
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Us Bancorp
Wells Fargo & Company
International Assets Investment Management
Envestnet Asset Management
Axiom Advisory
Caisse de depot et placement du Quebec
Charles Schwab Investment Management

View all funds holding Vanguard REIT ETF