Mosaic Family Wealth Partners »

Vanguard REIT ETF shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 18k 88.36
2023-09-30 $1.5M 20k 75.66
2023-06-30 $1.5M 18k 83.56
2023-03-31 $1.6M 19k 83.04
2022-12-31 $1.5M 19k 82.48

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

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