Vanguard REIT ETF shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 3.1k | 91.42 |
| 2025-06-30 | $272k | 3.0k | 89.70 |
| 2025-03-31 | $274k | 3.0k | 90.53 |
| 2024-12-31 | $267k | 3.0k | 89.09 |
| 2024-09-30 | $326k | 3.3k | 97.41 |
| 2024-06-30 | $277k | 3.3k | 83.76 |