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Vanguard REIT ETF shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $839k 9.5k 88.36
2023-09-30 $703k 9.3k 75.66
2023-06-30 $768k 9.2k 83.56
2022-12-31 $661k 8.0k 82.48
2022-09-30 $615k 7.7k 80.18
2022-06-30 $2.2M 25k 91.09
2022-03-31 $3.2M 29k 108.36
2021-12-31 $3.3M 29k 116.01
2021-09-30 $2.8M 28k 101.77
2021-06-30 $2.6M 2.6k 1000.00
2021-03-31 $3.0M 33k 91.86
2020-12-31 $2.8M 32k 84.94
2020-09-30 $2.3M 30k 78.94
2020-06-30 $2.2M 28k 78.53
2020-03-31 $1.9M 27k 69.85
2019-12-31 $2.3M 25k 92.78
2019-09-30 $2.3M 24k 93.24
2019-06-30 $2.2M 25k 87.41
2019-03-31 $2.2M 26k 86.90
2018-12-31 $2.1M 28k 74.57
2018-09-30 $2.2M 27k 80.67
2018-06-30 $2.5M 31k 81.46
2018-03-31 $2.5M 33k 75.46
2017-12-31 $2.1M 25k 83.00
2017-09-30 $2.5M 30k 83.08
2017-06-30 $1.4M 17k 83.21
2017-03-31 $1.5M 19k 82.57
2016-12-31 $1.6M 19k 82.55
2016-09-30 $1.5M 17k 86.73
2016-06-30 $1.4M 16k 88.70
2016-03-31 $985k 12k 83.79
2015-12-31 $1.0M 13k 79.71
2014-09-30 $918k 13k 71.88
2014-06-30 $916k 12k 74.81
2014-03-31 $927k 13k 70.66

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Litman Gregory Asset Management

Top funds holding Vanguard REIT ETF

Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF