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Vanguard REIT ETF shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $577k 6.5k 88.71
2020-12-31 $235k 2.8k 84.93
2020-09-30 $729k 9.2k 78.96
2020-06-30 $887k 11k 78.53

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Brown & Brown (BRO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Northwestern Mutual Wealth Management Company
Creative Planning
Bank of America Corporation
Wealthfront Advisers
Morgan Stanley
State of New Jersey Common Pension Fund D
Gallagher Fiduciary Advisors
Us Bancorp
Prudential Financial
Wells Fargo & Company
Two Sigma Investments
Bank of New York Mellon
Financial Engines Advisors L.L.C
Cetera Investment Advisers

View all funds holding Vanguard REIT ETF