LBJ Family Wealth Advisors »

Vanguard REIT ETF shares owned by LBJ Family Wealth Advisors

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

Historical chart of LBJ Family Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by LBJ Family Wealth Advisors 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 LBJ Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 33k 88.37
2023-09-30 $3.0M 40k 75.65
2023-06-30 $3.3M 40k 83.55
2023-03-31 $3.3M 40k 83.05
2022-12-31 $3.3M 39k 82.49
2022-09-30 $3.1M 39k 80.16
2022-06-30 $3.5M 39k 91.10
2022-03-31 $4.2M 38k 108.61
2021-12-31 $4.4M 38k 116.02
2021-09-30 $3.8M 37k 102.42
2021-06-30 $3.8M 37k 101.78
2021-03-31 $3.4M 37k 91.85
2020-12-31 $3.1M 37k 84.93
2020-09-30 $2.9M 36k 78.97
2020-06-30 $2.8M 36k 78.53
2020-03-31 $2.5M 36k 69.86
2019-12-31 $3.4M 38k 91.34
2019-09-30 $3.5M 37k 93.25
2019-06-30 $3.3M 37k 88.88
2019-03-31 $3.1M 37k 85.28
2018-12-31 $2.7M 37k 74.58
2018-09-30 $2.9M 36k 80.68
2018-06-30 $2.9M 36k 81.44
2018-03-31 $2.7M 36k 75.48
2017-12-31 $2.9M 35k 82.99
2017-09-30 $2.9M 35k 83.08
2017-06-30 $2.9M 34k 83.23
2017-03-31 $2.8M 34k 82.58
2016-12-31 $2.8M 34k 82.53
2016-09-30 $2.9M 33k 86.73
2016-06-30 $2.9M 33k 88.68
2016-03-31 $2.7M 33k 83.81
2015-12-31 $2.6M 32k 80.28
2015-09-30 $2.4M 32k 75.53
2015-06-30 $2.3M 31k 74.69
2015-03-31 $2.6M 31k 82.29
2014-12-31 $2.5M 31k 81.01
2013-12-31 $2.1M 30k 70.76