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Vanguard REIT ETF shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 2.6k 97.40
2024-06-30 $203k 2.4k 83.77
2024-03-31 $446k 5.2k 86.48

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Us Bancorp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Prudential Financial
Goldman Sachs Group
Caisse de depot et placement du Quebec
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF