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Vanguard REIT ETF shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 21k 86.48
2023-12-31 $2.0M 23k 88.36
2023-09-30 $2.4M 31k 75.66
2023-06-30 $15M 179k 83.56
2023-03-31 $14M 166k 83.04
2022-12-31 $13M 159k 82.48

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Caterpillar (CAT)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)

View all positions for Integris Wealth Management

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