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Vanguard REIT ETF shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 91.42
2025-06-30 $1.4M 16k 89.06
2025-03-31 $1.3M 15k 90.54
2024-12-31 $1.0M 12k 89.08
2024-09-30 $1.1M 11k 97.42
2024-06-30 $923k 11k 83.76
2024-03-31 $1.1M 13k 86.48
2023-12-31 $839k 9.5k 88.36
2023-09-30 $703k 9.3k 75.66
2023-06-30 $768k 9.2k 83.56
2022-12-31 $661k 8.0k 82.48
2022-09-30 $615k 7.7k 80.18
2022-06-30 $2.2M 25k 91.09
2022-03-31 $3.2M 29k 108.36
2021-12-31 $3.3M 29k 116.01
2021-09-30 $2.8M 28k 101.77
2021-06-30 $2.6M 2.6k 1000.00
2021-03-31 $3.0M 33k 91.86
2020-12-31 $2.8M 32k 84.94
2020-09-30 $2.3M 30k 78.94
2020-06-30 $2.2M 28k 78.53
2020-03-31 $1.9M 27k 69.85
2019-12-31 $2.3M 25k 92.78
2019-09-30 $2.3M 24k 93.24
2019-06-30 $2.2M 25k 87.41
2019-03-31 $2.2M 26k 86.90
2018-12-31 $2.1M 28k 74.57
2018-09-30 $2.2M 27k 80.67
2018-06-30 $2.5M 31k 81.46
2018-03-31 $2.5M 33k 75.46
2017-12-31 $2.1M 25k 83.00
2017-09-30 $2.5M 30k 83.08
2017-06-30 $1.4M 17k 83.21
2017-03-31 $1.5M 19k 82.57
2016-12-31 $1.6M 19k 82.55
2016-09-30 $1.5M 17k 86.73
2016-06-30 $1.4M 16k 88.70
2016-03-31 $985k 12k 83.79
2015-12-31 $1.0M 13k 79.71
2014-09-30 $918k 13k 71.88
2014-06-30 $916k 12k 74.81
2014-03-31 $927k 13k 70.66

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Meta Platforms Cl A (META)

View all positions for Litman Gregory Asset Management

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