Vanguard REIT ETF shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 442k | 91.42 |
| 2025-06-30 | $40M | 446k | 89.06 |
| 2025-03-31 | $42M | 462k | 90.54 |
| 2024-12-31 | $42M | 475k | 89.08 |
| 2024-09-30 | $47M | 485k | 97.42 |
| 2024-06-30 | $42M | 502k | 83.76 |
| 2024-03-31 | $61M | 699k | 86.48 |
| 2023-12-31 | $56M | 628k | 88.36 |
| 2023-09-30 | $58M | 767k | 75.66 |
| 2023-06-30 | $66M | 786k | 83.56 |
| 2023-03-31 | $83M | 996k | 83.04 |
| 2022-12-31 | $88B | 1.1B | 82.48 |
| 2022-09-30 | $74M | 922k | 80.17 |
| 2022-06-30 | $87M | 955k | 91.11 |
| 2022-03-31 | $80M | 739k | 108.37 |
| 2021-12-31 | $80M | 687k | 116.01 |
| 2021-09-30 | $60M | 591k | 101.78 |
| 2021-06-30 | $51M | 503k | 101.79 |
| 2021-03-31 | $41M | 449k | 91.86 |
| 2020-12-31 | $29M | 340k | 84.93 |
| 2020-09-30 | $25M | 321k | 78.96 |
| 2020-06-30 | $24M | 307k | 78.53 |
| 2020-03-31 | $17M | 239k | 69.85 |
| 2019-12-31 | $7.8M | 84k | 92.79 |
| 2019-09-30 | $4.9M | 53k | 93.25 |
| 2019-06-30 | $3.1M | 27k | 114.25 |
| 2019-03-31 | $2.3M | 27k | 86.91 |
| 2018-12-31 | $2.0M | 27k | 74.57 |
| 2018-09-30 | $2.5M | 32k | 80.67 |
| 2018-06-30 | $2.3M | 87k | 26.02 |
| 2018-03-31 | $1.2M | 31k | 39.48 |
| 2017-12-31 | $957k | 12k | 83.02 |
| 2017-09-30 | $860k | 10k | 83.11 |
| 2017-06-30 | $685k | 8.2k | 83.20 |
More positions owned by Moneta Group Investment Advisors
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