Vanguard REIT ETF shares owned by Capital Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $238k | 2.4k | 97.42 |
| 2024-06-30 | $218k | 2.6k | 83.76 |
| 2024-03-31 | $10M | 119k | 86.48 |
| 2023-12-31 | $11M | 126k | 88.36 |
| 2023-09-30 | $10M | 133k | 75.66 |
| 2023-06-30 | $11M | 130k | 83.56 |
| 2023-03-31 | $11M | 131k | 83.04 |
| 2022-12-31 | $27M | 327k | 82.48 |
| 2022-09-30 | $29M | 386k | 76.14 |
| 2022-06-30 | $35M | 385k | 91.11 |
| 2022-03-31 | $42M | 385k | 108.37 |
| 2021-12-31 | $48M | 410k | 116.01 |
| 2021-09-30 | $40M | 395k | 101.78 |
| 2021-06-30 | $12M | 121k | 101.79 |
| 2021-03-31 | $10M | 112k | 91.86 |
| 2020-12-31 | $8.0M | 94k | 84.93 |
| 2020-09-30 | $6.3M | 80k | 78.95 |
| 2020-06-30 | $6.0M | 74k | 81.23 |
| 2020-03-31 | $14M | 203k | 69.85 |
| 2019-12-31 | $19M | 205k | 92.79 |
| 2019-09-30 | $14M | 157k | 87.40 |
| 2019-06-30 | $14M | 157k | 87.40 |
| 2019-03-31 | $1.7M | 19k | 86.92 |
| 2018-12-31 | $6.3M | 85k | 74.57 |
| 2018-09-30 | $1.7M | 21k | 80.68 |
| 2018-06-30 | $1.5M | 19k | 81.47 |
| 2018-03-31 | $1.4M | 19k | 75.48 |
| 2017-12-31 | $1.6M | 19k | 83.00 |
| 2017-09-30 | $1.6M | 19k | 83.11 |
| 2017-06-30 | $1.6M | 20k | 83.22 |
| 2017-03-31 | $1.7M | 21k | 82.59 |
| 2016-12-31 | $5.5M | 67k | 82.53 |