Vanguard REIT ETF shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Ascent Wealth Partners 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 Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 20k | 91.42 |
| 2025-06-30 | $1.7M | 20k | 89.06 |
| 2025-03-31 | $1.7M | 19k | 90.54 |
| 2023-12-31 | $1.6M | 18k | 88.36 |
| 2023-09-30 | $9.3M | 123k | 75.66 |
| 2023-06-30 | $10M | 123k | 83.56 |
| 2023-03-31 | $9.3M | 112k | 83.04 |
| 2022-12-31 | $8.8M | 107k | 82.45 |
| 2022-09-30 | $7.5M | 94k | 80.17 |
| 2022-06-30 | $10M | 110k | 91.15 |
| 2022-03-31 | $7.7M | 71k | 108.37 |
| 2020-03-31 | $5.2M | 75k | 69.85 |
| 2019-12-31 | $8.9M | 96k | 92.78 |
| 2019-09-30 | $2.0M | 21k | 93.23 |
| 2019-06-30 | $508k | 5.8k | 87.51 |
| 2019-03-31 | $512k | 5.9k | 86.93 |
| 2018-12-31 | $435k | 5.8k | 74.55 |
| 2018-09-30 | $496k | 6.2k | 80.57 |
| 2018-06-30 | $501k | 6.2k | 81.32 |
| 2018-03-31 | $465k | 6.2k | 75.47 |
| 2017-12-31 | $530k | 6.4k | 83.12 |
| 2017-09-30 | $533k | 6.4k | 83.14 |
| 2017-06-30 | $534k | 6.4k | 83.29 |
| 2017-03-31 | $530k | 6.4k | 82.67 |
| 2016-12-31 | $524k | 6.3k | 82.64 |
| 2016-09-30 | $557k | 6.4k | 86.81 |
| 2016-06-30 | $576k | 6.5k | 88.74 |
| 2016-03-31 | $653k | 7.8k | 83.81 |
| 2015-12-31 | $640k | 8.0k | 79.63 |
| 2015-09-30 | $607k | 8.0k | 75.53 |
| 2015-06-30 | $600k | 8.0k | 74.65 |
| 2015-03-31 | $688k | 8.2k | 84.34 |
| 2014-12-31 | $1.4M | 18k | 81.00 |
| 2014-09-30 | $1.1M | 16k | 71.86 |
| 2014-06-30 | $1.2M | 16k | 74.80 |
| 2014-03-31 | $948k | 13k | 70.61 |
| 2013-12-31 | $810k | 13k | 64.61 |