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Vanguard REIT ETF shares owned by Worth Asset Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $751k 8.5k 88.69
2024-09-30 $2.8M 29k 97.50
2022-03-31 $8.0k 85 94.12

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Exxon Mobil Corp Stock (XOM)
Vanguard Mega Cap Value Etf Etf (MGV)

View all positions for Worth Asset Management

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