Vanguard REIT ETF shares owned by Calton & Associates
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 5.8k | 91.42 |
| 2025-06-30 | $392k | 4.4k | 89.07 |
| 2025-03-31 | $220k | 12k | 19.07 |
| 2023-12-31 | $997k | 11k | 88.36 |
| 2023-06-30 | $903k | 11k | 83.56 |
| 2023-03-31 | $781k | 9.4k | 83.04 |
| 2022-12-31 | $775k | 9.4k | 82.48 |
| 2022-09-30 | $675k | 8.4k | 80.18 |
| 2022-06-30 | $774k | 8.5k | 91.08 |
| 2022-03-31 | $998k | 9.2k | 108.34 |
| 2021-12-31 | $1.1M | 9.4k | 116.00 |
| 2021-09-30 | $1.2M | 12k | 101.78 |
| 2021-06-30 | $1.3M | 13k | 101.83 |
| 2021-03-31 | $1.3M | 14k | 91.85 |
| 2020-12-31 | $1.3M | 15k | 84.90 |
| 2020-09-30 | $1.2M | 15k | 78.97 |
| 2020-06-30 | $1.1M | 14k | 78.56 |
| 2020-03-31 | $1.0M | 15k | 69.87 |
| 2019-12-31 | $1.3M | 14k | 92.76 |
| 2019-09-30 | $708k | 7.6k | 93.27 |
| 2019-06-30 | $588k | 6.7k | 87.40 |
| 2019-03-31 | $507k | 5.8k | 86.93 |
| 2018-12-31 | $428k | 5.7k | 74.60 |
| 2018-09-30 | $462k | 5.7k | 80.61 |
| 2018-06-30 | $364k | 4.4k | 82.37 |
| 2018-03-31 | $272k | 3.6k | 75.56 |
| 2017-12-31 | $415k | 5.2k | 80.35 |