Vanguard REIT ETF shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 3.4k | 91.42 |
| 2025-06-30 | $288k | 3.2k | 89.07 |
| 2025-03-31 | $280k | 3.1k | 90.55 |
| 2024-12-31 | $293k | 3.3k | 89.09 |
| 2024-09-30 | $350k | 3.6k | 97.43 |
| 2024-06-30 | $272k | 3.2k | 83.75 |
| 2024-03-31 | $322k | 3.7k | 86.48 |
| 2023-12-31 | $254k | 2.9k | 88.35 |
| 2023-09-30 | $350k | 4.6k | 75.67 |
| 2023-06-30 | $413k | 4.9k | 83.57 |
| 2023-03-31 | $354k | 4.3k | 83.05 |
| 2022-12-31 | $341k | 4.1k | 82.48 |
| 2022-09-30 | $330k | 4.1k | 80.12 |
| 2022-06-30 | $432k | 4.7k | 91.00 |
| 2022-03-31 | $411k | 3.8k | 108.44 |
| 2021-12-31 | $419k | 3.6k | 115.94 |
| 2021-09-30 | $363k | 3.6k | 101.74 |
| 2021-06-30 | $340k | 3.3k | 101.67 |
| 2021-03-31 | $328k | 3.6k | 91.83 |
| 2020-12-31 | $292k | 3.4k | 84.96 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management