Vanguard REIT ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Caldwell Trust 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 Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $638k | 7.0k | 91.42 |
| 2021-12-31 | $357k | 3.1k | 116.01 |
| 2021-09-30 | $324k | 3.2k | 101.78 |
| 2021-06-30 | $302k | 3.0k | 101.79 |
| 2021-03-31 | $250k | 2.7k | 91.86 |
| 2020-12-31 | $234k | 2.8k | 84.93 |
| 2020-09-30 | $413k | 5.2k | 78.96 |
| 2020-06-30 | $743k | 9.5k | 78.53 |
| 2020-03-31 | $683k | 9.8k | 69.85 |
| 2019-12-31 | $903k | 9.7k | 92.79 |