Vanguard REIT ETF shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 18k | 91.42 |
| 2025-06-30 | $1.7M | 19k | 89.06 |
| 2025-03-31 | $1.7M | 19k | 90.54 |
| 2024-12-31 | $2.0M | 22k | 89.08 |
| 2024-09-30 | $2.9M | 30k | 97.42 |
| 2024-06-30 | $3.2M | 38k | 83.76 |
| 2024-03-31 | $4.1M | 48k | 86.48 |
| 2023-12-31 | $4.3M | 48k | 88.36 |
| 2023-09-30 | $3.8M | 50k | 75.66 |
| 2023-06-30 | $4.1M | 49k | 83.56 |
| 2023-03-31 | $4.1M | 49k | 83.04 |
| 2022-12-31 | $4.1M | 49k | 82.48 |
| 2022-09-30 | $3.9M | 49k | 80.17 |
| 2022-06-30 | $4.5M | 49k | 91.11 |
| 2022-03-31 | $8.9M | 81k | 110.48 |
| 2021-12-31 | $9.6M | 82k | 116.01 |
| 2021-09-30 | $6.5M | 64k | 101.79 |
| 2021-06-30 | $6.6M | 65k | 101.79 |
| 2021-03-31 | $5.9M | 64k | 91.86 |
| 2020-12-31 | $5.5M | 65k | 84.93 |
| 2020-09-30 | $5.2M | 65k | 78.96 |
| 2020-06-30 | $5.2M | 66k | 78.54 |
More positions owned by Rockbridge Investment Management, LCC
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