Vanguard REIT ETF shares owned by Capital Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $463k | 5.4k | 86.53 |
| 2023-12-31 | $606k | 6.9k | 88.38 |
| 2023-09-30 | $1.1M | 15k | 75.65 |
| 2023-06-30 | $2.5M | 30k | 83.56 |
| 2023-03-31 | $2.9M | 35k | 83.03 |
| 2022-12-31 | $3.1M | 38k | 82.48 |
| 2022-09-30 | $3.0M | 38k | 80.18 |
| 2022-06-30 | $3.4M | 37k | 91.10 |
| 2022-03-31 | $4.0M | 37k | 108.38 |
| 2021-12-31 | $4.4M | 38k | 116.00 |
| 2021-09-30 | $3.9M | 38k | 101.78 |
| 2021-06-30 | $4.0M | 39k | 101.80 |
| 2021-03-31 | $3.8M | 41k | 91.86 |
| 2020-12-31 | $3.6M | 42k | 84.94 |
| 2020-09-30 | $3.2M | 41k | 78.95 |
| 2020-06-30 | $3.4M | 43k | 78.53 |
| 2020-03-31 | $3.0M | 44k | 69.84 |
| 2019-12-31 | $4.1M | 44k | 92.78 |
| 2019-09-30 | $4.0M | 43k | 92.50 |
| 2019-06-30 | $3.5M | 40k | 87.41 |
| 2019-03-31 | $3.7M | 43k | 86.92 |
| 2018-12-31 | $3.2M | 43k | 74.57 |
| 2018-09-30 | $4.3M | 53k | 80.67 |
| 2018-06-30 | $3.9M | 48k | 81.46 |
| 2018-03-31 | $3.8M | 50k | 75.47 |
| 2017-12-31 | $4.5M | 54k | 82.99 |
| 2017-09-30 | $4.5M | 55k | 83.10 |
| 2017-06-30 | $4.4M | 53k | 83.22 |
| 2017-03-31 | $4.3M | 52k | 82.72 |
| 2016-12-31 | $4.1M | 50k | 82.54 |
| 2016-09-30 | $4.1M | 48k | 86.73 |
| 2016-06-30 | $3.8M | 43k | 88.68 |
| 2016-03-31 | $3.2M | 38k | 83.81 |
| 2015-12-31 | $2.9M | 36k | 79.72 |
| 2015-09-30 | $2.6M | 35k | 75.54 |
| 2015-06-30 | $2.5M | 33k | 74.69 |
| 2015-03-31 | $2.8M | 33k | 84.32 |
| 2014-12-31 | $2.5M | 31k | 80.99 |
| 2014-09-30 | $2.0M | 28k | 71.82 |
| 2014-06-30 | $1.9M | 25k | 74.85 |
| 2014-03-31 | $1.7M | 23k | 70.61 |
| 2013-12-31 | $1.3M | 20k | 64.58 |