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Vanguard REIT ETF shares owned by Capital Investment Advisors

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

Historical chart of Capital Investment Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 245k 86.48
2023-12-31 $21M 237k 88.36
2023-09-30 $17M 229k 75.66
2023-06-30 $19M 224k 83.56
2023-03-31 $18M 219k 83.04
2022-12-31 $18M 215k 82.48
2022-09-30 $17M 207k 80.17
2022-06-30 $18M 198k 91.11
2022-03-31 $21M 190k 108.37
2021-12-31 $21M 185k 116.01
2021-09-30 $18M 172k 101.78
2021-06-30 $17M 162k 101.79
2021-03-31 $13M 138k 91.86
2020-12-31 $9.9M 117k 84.93
2020-09-30 $7.9M 100k 78.96
2020-06-30 $7.4M 94k 78.53
2020-03-31 $6.1M 88k 69.85
2019-12-31 $23M 252k 92.79
2019-09-30 $23M 248k 93.25
2019-06-30 $22M 249k 87.40
2019-03-31 $22M 248k 86.91
2018-12-31 $19M 256k 74.57
2018-09-30 $21M 255k 80.68
2018-06-30 $23M 277k 81.45
2018-03-31 $21M 271k 75.47
2017-12-31 $21M 255k 82.98
2017-09-30 $20M 244k 83.09
2017-06-30 $20M 238k 83.23
2017-03-31 $19M 229k 82.59
2016-12-31 $18M 221k 82.53
2016-09-30 $19M 219k 86.74
2016-06-30 $21M 232k 88.67
2016-03-31 $19M 229k 83.80
2015-12-31 $18M 228k 79.73
2015-09-30 $17M 226k 75.54
2015-06-30 $17M 222k 74.69
2015-03-31 $17M 208k 81.00
2014-12-31 $17M 208k 81.00
2014-09-30 $15M 205k 71.85
2014-06-30 $15M 202k 74.84
2014-03-31 $14M 196k 70.62
2013-12-31 $12M 182k 64.56

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View all positions for Capital Investment Advisors

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Bank of America Corporation
Empower Advisory Group
Jpmorgan Chase & Co
Goldman Sachs Group
Wealthfront Advisers
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Us Bancorp
Financial Engines Advisors L.L.C
Mivtachim The Workers Social Insurance Fund
UBS Group
Envestnet Asset Management
Charles Schwab Investment Management

View all funds holding Vanguard REIT ETF