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Vanguard REIT ETF shares owned by Independent Financial Group

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 37k 88.70
2025-09-30 $3.7M 40k 91.42
2025-06-30 $3.4M 39k 89.06
2025-03-31 $2.9M 32k 90.54
2024-12-31 $2.6M 29k 89.08
2024-09-30 $3.5M 36k 97.43
2024-06-30 $1.8M 22k 83.77
2024-03-31 $1.9M 22k 86.48
2023-12-31 $2.2M 25k 88.36
2023-09-30 $1.7M 22k 75.66
2023-06-30 $2.0M 24k 83.56
2023-03-31 $1.8M 22k 83.04
2022-12-31 $1.7M 21k 82.48
2022-09-30 $1.7M 21k 80.17
2022-06-30 $2.1M 23k 91.11
2022-03-31 $2.7M 25k 108.37
2021-12-31 $3.9M 33k 116.01
2021-09-30 $3.0M 30k 101.78
2021-06-30 $2.1M 20k 101.79
2021-03-31 $1.1M 13k 91.86
2020-12-31 $1.1M 13k 84.93
2020-09-30 $1.1M 13k 78.96
2020-06-30 $851k 11k 78.53
2020-03-31 $789k 11k 69.85