A. Montag and Associates »

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

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All positions including Vanguard REIT ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 22k 91.42
2025-06-30 $2.1M 24k 89.06
2025-03-31 $2.2M 24k 90.54
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

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

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