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Vanguard REIT ETF shares owned by SWAN Capital

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

Historical chart of SWAN Capital investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 158k 97.42
2024-06-30 $12M 142k 83.76
2024-03-31 $9.0M 104k 86.48
2023-09-30 $6.0M 79k 75.66
2023-03-31 $5.3M 64k 83.04

More positions owned by SWAN Capital

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Utilities Etf (VPU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for SWAN Capital

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
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
Prudential Financial
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Vanguard REIT ETF