Vanguard REIT ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 35k | 91.42 |
| 2025-06-30 | $3.1M | 35k | 89.06 |
| 2025-03-31 | $3.1M | 34k | 90.54 |
| 2024-12-31 | $3.0M | 34k | 89.08 |
| 2024-09-30 | $3.2M | 33k | 97.42 |
| 2024-06-30 | $2.5M | 30k | 83.76 |
| 2024-03-31 | $1.6M | 19k | 86.48 |
| 2023-12-31 | $2.6M | 30k | 88.36 |
| 2023-09-30 | $2.3M | 30k | 76.39 |
| 2023-06-30 | $2.5M | 30k | 84.49 |
| 2023-03-31 | $2.9M | 34k | 83.04 |
| 2022-12-31 | $2.2M | 27k | 82.48 |
| 2022-09-30 | $1.7M | 21k | 80.17 |
| 2022-06-30 | $2.1M | 21k | 97.22 |
| 2022-03-31 | $2.2M | 21k | 108.37 |
| 2021-12-31 | $2.2M | 21k | 104.22 |
| 2021-09-30 | $1.8M | 18k | 101.81 |
| 2021-06-30 | $1.8M | 18k | 101.81 |
| 2021-03-31 | $1.6M | 16k | 95.91 |
| 2020-12-31 | $1.5M | 17k | 89.57 |
| 2020-09-30 | $1.4M | 18k | 78.94 |
| 2020-06-30 | $1.5M | 18k | 82.17 |
| 2020-03-31 | $1.0M | 15k | 69.82 |
| 2019-12-31 | $1.5M | 16k | 92.80 |
| 2019-09-30 | $773k | 8.3k | 93.22 |
| 2019-06-30 | $737k | 8.3k | 88.81 |
| 2019-03-31 | $626k | 7.2k | 87.53 |
| 2018-12-31 | $1.2M | 16k | 73.58 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group