Vanguard REIT ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 27k | 89.08 |
| 2024-09-30 | $2.9M | 30k | 98.23 |
| 2024-06-30 | $2.6M | 30k | 84.79 |
| 2024-03-31 | $2.6M | 30k | 86.48 |
| 2023-12-31 | $2.7M | 30k | 88.36 |
| 2023-09-30 | $2.3M | 30k | 76.39 |
| 2023-06-30 | $2.5M | 30k | 84.49 |
| 2023-03-31 | $2.5M | 30k | 83.04 |
| 2022-12-31 | $2.2M | 27k | 82.48 |
| 2022-09-30 | $2.2M | 27k | 80.17 |
| 2022-06-30 | $2.4M | 27k | 91.10 |
| 2022-03-31 | $3.0M | 28k | 108.37 |
| 2021-12-31 | $3.2M | 28k | 116.00 |
| 2021-09-30 | $2.9M | 28k | 101.77 |
| 2021-06-30 | $2.9M | 28k | 101.81 |
| 2021-03-31 | $2.6M | 28k | 91.85 |
| 2020-12-31 | $2.5M | 29k | 84.93 |
| 2020-09-30 | $3.7M | 46k | 78.95 |
| 2020-06-30 | $4.0M | 51k | 78.53 |
| 2020-03-31 | $3.7M | 53k | 69.85 |
| 2019-12-31 | $4.8M | 51k | 92.79 |
| 2019-09-30 | $4.9M | 53k | 93.25 |
| 2019-06-30 | $4.3M | 50k | 87.40 |
| 2019-03-31 | $4.2M | 49k | 86.91 |
| 2018-12-31 | $3.6M | 48k | 74.58 |
| 2018-09-30 | $4.0M | 50k | 80.68 |
| 2018-06-30 | $3.9M | 48k | 81.44 |
| 2018-03-31 | $3.6M | 48k | 75.47 |
| 2017-12-31 | $4.1M | 50k | 82.97 |
| 2017-09-30 | $4.1M | 49k | 83.10 |
| 2017-06-30 | $4.1M | 49k | 83.24 |
| 2017-03-31 | $4.1M | 49k | 82.59 |
| 2016-12-31 | $5.5M | 67k | 82.53 |
| 2016-09-30 | $3.9M | 45k | 86.73 |
| 2016-06-30 | $4.5M | 51k | 88.66 |
| 2016-03-31 | $3.4M | 41k | 83.79 |
| 2015-12-31 | $2.6M | 33k | 79.73 |
| 2015-09-30 | $2.8M | 37k | 75.55 |
| 2015-06-30 | $2.7M | 36k | 74.70 |
| 2015-03-31 | $3.0M | 36k | 84.30 |
| 2014-12-31 | $2.9M | 36k | 80.99 |
| 2014-09-30 | $2.6M | 36k | 71.86 |
| 2014-06-30 | $2.3M | 31k | 74.86 |
| 2014-03-31 | $2.2M | 31k | 70.61 |
| 2013-12-31 | $2.0M | 30k | 64.56 |
| 2013-09-30 | $2.0M | 30k | 66.13 |
| 2013-06-30 | $1.8M | 27k | 68.73 |
| 2013-03-31 | $1.9M | 27k | 70.54 |
| 2012-12-31 | $1.8M | 27k | 65.81 |
| 2012-09-30 | $1.8M | 27k | 64.97 |
| 2012-06-30 | $1.8M | 27k | 65.45 |
| 2012-03-31 | $1.9M | 29k | 63.65 |
| 2011-12-31 | $1.7M | 29k | 57.99 |
| 2011-09-30 | $1.5M | 29k | 50.86 |
| 2011-06-30 | $2.0M | 33k | 60.09 |
| 2011-03-31 | $1.9M | 33k | 58.46 |
More positions owned by A. Montag and Associates
Home Depot (HD)
View all positions for A. Montag and Associates