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Vanguard REIT ETF shares owned by Betterment

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 34k 88.36
2023-09-30 $3.0M 39k 75.65
2023-06-30 $3.0M 36k 83.56
2023-03-31 $2.8M 34k 83.03
2022-12-31 $2.4M 30k 82.47
2022-09-30 $2.1M 24k 91.13
2022-06-30 $2.1M 24k 91.13
2022-03-31 $2.3M 21k 108.38
2021-12-31 $1.3M 12k 115.98
2021-09-30 $871k 8.6k 101.75
2021-06-30 $578k 5.7k 101.85
2021-03-31 $474k 5.2k 91.93
2020-12-31 $1.3M 15k 84.93
2020-09-30 $1.2M 15k 78.95
2020-06-30 $1.3M 17k 78.55
2020-03-31 $1.3M 18k 69.87
2019-12-31 $2.1M 23k 92.80
2019-09-30 $3.1M 36k 87.40
2019-06-30 $3.1M 36k 87.40
2019-03-31 $3.0M 35k 86.92
2018-12-31 $2.4M 32k 74.56
2018-09-30 $2.5M 32k 80.67
2018-06-30 $2.4M 30k 81.44
2018-03-31 $2.2M 28k 76.09
2017-12-31 $1.7M 20k 83.00
2017-09-30 $1.3M 15k 83.08
2017-06-30 $1.1M 13k 83.24
2017-03-31 $951k 12k 82.55
2016-12-31 $655k 7.9k 82.47
2016-09-30 $470k 5.4k 86.73
2016-06-30 $477k 5.4k 88.73
2016-03-31 $335k 4.0k 83.79
2015-12-31 $237k 3.0k 79.69