Vanguard REIT ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 14k | 91.42 |
| 2025-06-30 | $774k | 8.7k | 89.06 |
| 2025-03-31 | $906k | 10k | 90.54 |
| 2024-12-31 | $886k | 9.9k | 89.08 |
| 2024-09-30 | $1.0M | 11k | 97.42 |
| 2024-06-30 | $878k | 11k | 83.76 |
| 2024-03-31 | $1.1M | 13k | 86.48 |
| 2023-12-31 | $1.2M | 14k | 88.36 |
| 2023-09-30 | $1.1M | 15k | 75.66 |
| 2023-06-30 | $1.2M | 15k | 83.56 |
| 2023-03-31 | $1.2M | 14k | 83.04 |
| 2022-12-31 | $1.6M | 19k | 82.48 |
| 2022-09-30 | $1.6M | 19k | 80.18 |
| 2022-06-30 | $1.8M | 20k | 91.11 |
| 2022-03-31 | $2.1M | 19k | 108.36 |
| 2021-12-31 | $2.3M | 20k | 116.01 |
| 2021-09-30 | $2.1M | 21k | 101.77 |
| 2021-06-30 | $2.1M | 21k | 101.78 |
| 2021-03-31 | $2.5M | 28k | 91.85 |
| 2020-12-31 | $2.4M | 28k | 84.93 |
| 2020-09-30 | $1.7M | 22k | 78.98 |
| 2020-06-30 | $1.9M | 24k | 78.54 |
| 2020-03-31 | $1.4M | 21k | 69.84 |
| 2019-12-31 | $2.0M | 22k | 92.80 |
| 2019-09-30 | $2.1M | 22k | 93.27 |
| 2019-06-30 | $1.9M | 22k | 87.42 |
| 2019-03-31 | $2.1M | 25k | 86.93 |
| 2018-12-31 | $2.0M | 27k | 74.59 |
| 2018-09-30 | $2.5M | 31k | 80.68 |
| 2018-06-30 | $3.2M | 40k | 81.45 |
| 2018-03-31 | $3.2M | 42k | 75.48 |
| 2017-12-31 | $3.5M | 43k | 82.99 |
| 2017-09-30 | $3.4M | 41k | 83.08 |
| 2017-06-30 | $2.8M | 33k | 83.22 |
| 2017-03-31 | $2.4M | 29k | 82.52 |
| 2016-12-31 | $2.4M | 29k | 82.52 |
| 2016-09-30 | $2.5M | 29k | 86.75 |
| 2016-06-30 | $2.2M | 24k | 88.68 |
| 2016-03-31 | $1.8M | 22k | 83.82 |
| 2015-12-31 | $1.7M | 22k | 79.74 |
| 2015-09-30 | $1.6M | 21k | 75.56 |
| 2014-12-31 | $0 | 0 | 0.00 |
| 2014-09-30 | $0 | 0 | 0.00 |