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Vanguard REIT ETF shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $951k 9.8k 97.42
2024-06-30 $608k 7.3k 83.76
2024-03-31 $457k 5.3k 86.48

More positions owned by SMART Wealth

Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)
Tidal Tr Ii Nicholas Fixed (FIAX)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
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
Royal Bank of Canada
Charles Schwab Investment Management

View all funds holding Vanguard REIT ETF