Vanguard REIT ETF shares owned by Charter Trust
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Charter Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard REIT ETF by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $222k | 2.3k | 96.43 |
| 2025-03-31 | $248k | 2.7k | 90.54 |
| 2024-12-31 | $288k | 3.2k | 89.08 |
| 2024-09-30 | $296k | 3.0k | 97.42 |
| 2024-06-30 | $245k | 2.9k | 83.76 |
| 2024-03-31 | $273k | 3.2k | 86.48 |
| 2023-12-31 | $278k | 3.2k | 88.36 |
| 2023-09-30 | $246k | 3.3k | 75.66 |
| 2023-06-30 | $272k | 3.3k | 83.56 |
| 2023-03-31 | $278k | 3.3k | 83.04 |
| 2022-12-31 | $339k | 4.1k | 82.48 |
| 2022-09-30 | $345k | 4.3k | 80.23 |
| 2022-06-30 | $434k | 4.8k | 91.14 |
| 2015-06-30 | $344k | 4.6k | 74.71 |
| 2015-03-31 | $346k | 4.1k | 84.28 |
| 2014-12-31 | $333k | 4.1k | 81.06 |