Vanguard REIT ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $540k | 6.1k | 88.49 |
| 2025-09-30 | $501k | 5.5k | 91.43 |
| 2025-06-30 | $561k | 6.3k | 89.07 |
| 2025-03-31 | $598k | 6.6k | 90.54 |
| 2024-12-31 | $707k | 7.9k | 89.08 |
| 2024-09-30 | $876k | 8.9k | 98.23 |
| 2024-03-31 | $1.2M | 14k | 86.48 |
| 2023-12-31 | $1.1M | 12k | 88.36 |
| 2023-09-30 | $1.4M | 18k | 76.39 |
| 2023-06-30 | $866k | 10k | 84.48 |
| 2023-03-31 | $1.0M | 12k | 83.04 |
| 2022-12-31 | $1.3M | 16k | 82.48 |
| 2022-09-30 | $1.6M | 20k | 80.13 |
| 2022-06-30 | $1.5M | 17k | 91.11 |
| 2022-03-31 | $1.6M | 15k | 108.35 |
| 2021-12-31 | $1.8M | 15k | 115.97 |
| 2021-09-30 | $976k | 9.6k | 101.72 |
| 2021-06-30 | $984k | 9.7k | 101.77 |
| 2021-03-31 | $585k | 6.4k | 91.72 |
More positions owned by Robertson Stephens Wealth Management
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