Vanguard REIT ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 16k | 91.42 |
| 2025-06-30 | $851k | 9.6k | 89.06 |
| 2025-03-31 | $1.3M | 15k | 90.54 |
| 2024-12-31 | $1.4M | 15k | 89.08 |
| 2024-09-30 | $1.5M | 15k | 97.42 |
| 2024-06-30 | $1.3M | 16k | 83.76 |
| 2024-03-31 | $1.4M | 16k | 86.48 |
| 2023-12-31 | $1.5M | 17k | 88.36 |
| 2023-09-30 | $912k | 12k | 75.66 |
| 2023-06-30 | $972k | 12k | 83.56 |
| 2023-03-31 | $1.2M | 14k | 83.04 |
| 2022-12-31 | $926k | 11k | 82.48 |
| 2022-09-30 | $960k | 12k | 80.13 |
| 2022-06-30 | $1.3M | 15k | 91.09 |
| 2022-03-31 | $1.4M | 13k | 108.35 |
| 2021-12-31 | $2.0M | 17k | 116.00 |
| 2021-09-30 | $1.9M | 19k | 101.76 |
| 2021-06-30 | $1.9M | 18k | 101.79 |
| 2021-03-31 | $1.6M | 17k | 91.84 |
| 2020-12-31 | $1.2M | 14k | 84.96 |
| 2020-09-30 | $1.6M | 21k | 78.95 |
| 2020-06-30 | $1.8M | 23k | 78.52 |
| 2020-03-31 | $1.7M | 24k | 69.87 |
| 2019-12-31 | $2.6M | 2.6k | 1000.00 |
| 2019-09-30 | $2.6M | 28k | 93.26 |
| 2019-06-30 | $2.5M | 29k | 87.40 |
| 2019-03-31 | $2.1M | 25k | 87.01 |
| 2017-06-30 | $253k | 3.0k | 83.11 |
| 2015-03-31 | $4.4M | 52k | 84.32 |
| 2014-12-31 | $4.7M | 58k | 81.00 |
| 2014-09-30 | $5.6M | 78k | 72.21 |
| 2014-06-30 | $6.5M | 87k | 74.84 |
| 2014-03-31 | $161k | 2.3k | 70.52 |
| 2013-12-31 | $116k | 1.8k | 64.34 |
| 2013-09-30 | $83k | 1.3k | 65.82 |
More positions owned by Institute For Wealth Management
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