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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
2024-03-31 $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 World Inf Tech Etf (VGT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for SWAN Capital

Top funds holding Vanguard REIT ETF

Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF