Vanguard REIT ETF shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.8M | 90k | 86.48 |
| 2023-12-31 | $8.1M | 92k | 88.36 |
| 2023-09-30 | $7.3M | 101k | 72.82 |
| 2023-06-30 | $8.4M | 100k | 83.56 |
| 2023-03-31 | $8.5M | 102k | 83.04 |
| 2022-12-31 | $8.5M | 104k | 82.48 |
| 2022-09-30 | $8.6M | 108k | 80.17 |
| 2022-06-30 | $9.4M | 103k | 91.11 |
| 2022-03-31 | $12M | 111k | 108.37 |
| 2021-12-31 | $12M | 104k | 116.01 |
| 2021-09-30 | $10M | 27k | 371.89 |
| 2021-06-30 | $8.8M | 87k | 101.79 |
| 2021-03-31 | $6.2M | 68k | 91.86 |
| 2020-12-31 | $5.5M | 64k | 84.94 |
| 2020-09-30 | $4.9M | 62k | 78.96 |
| 2020-06-30 | $4.7M | 60k | 78.53 |
| 2020-03-31 | $4.8M | 69k | 69.85 |
| 2019-12-31 | $5.8M | 63k | 92.80 |
| 2019-09-30 | $5.6M | 60k | 93.25 |
| 2019-06-30 | $4.8M | 55k | 87.40 |
| 2019-03-31 | $4.1M | 47k | 86.90 |
| 2018-12-31 | $3.0M | 40k | 74.57 |
| 2018-09-30 | $3.1M | 38k | 80.69 |
| 2018-06-30 | $2.9M | 36k | 81.44 |
| 2018-03-31 | $2.1M | 28k | 75.49 |
| 2017-12-31 | $3.2M | 39k | 82.98 |
| 2017-09-30 | $3.0M | 36k | 83.08 |
| 2017-06-30 | $2.7M | 33k | 83.22 |
| 2017-03-31 | $2.5M | 31k | 82.59 |
| 2016-12-31 | $2.3M | 28k | 82.54 |
| 2016-09-30 | $2.1M | 24k | 86.76 |
| 2016-06-30 | $2.0M | 22k | 88.68 |
| 2016-03-31 | $1.8M | 22k | 83.82 |
| 2015-12-31 | $1.6M | 20k | 79.72 |
| 2015-09-30 | $1.4M | 18k | 75.54 |
| 2015-06-30 | $1.4M | 18k | 74.71 |
| 2015-03-31 | $1.3M | 16k | 84.32 |
| 2014-12-31 | $1.3M | 16k | 80.98 |
| 2014-09-30 | $996k | 14k | 71.81 |
| 2014-06-30 | $942k | 13k | 74.87 |
| 2014-03-31 | $885k | 13k | 70.63 |
| 2013-12-31 | $429k | 6.6k | 64.61 |