Vanguard REIT ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard REIT ETF by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $128k | 1.4k | 89.09 |
| 2025-03-31 | $197k | 2.2k | 90.55 |
| 2024-12-31 | $193k | 2.2k | 89.08 |
| 2024-09-30 | $138k | 1.4k | 97.42 |
| 2024-06-30 | $118k | 1.4k | 83.76 |
| 2024-03-31 | $122k | 1.4k | 86.48 |
| 2023-12-31 | $43k | 482 | 88.36 |
| 2023-09-30 | $131k | 1.7k | 75.66 |
| 2023-06-30 | $28k | 330 | 83.56 |
| 2023-03-31 | $27k | 330 | 83.04 |