Vanguard REIT ETF shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 3.9k | 91.41 |
| 2025-06-30 | $414k | 4.7k | 89.05 |
| 2025-03-31 | $486k | 5.4k | 90.55 |
| 2024-12-31 | $469k | 5.3k | 89.09 |
| 2024-09-30 | $1.2M | 13k | 97.42 |
| 2024-06-30 | $1.1M | 13k | 83.76 |
| 2024-03-31 | $1.2M | 14k | 86.48 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors