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Vanguard REIT ETF shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $101k 11k 8.93
2025-06-30 $195k 10k 18.67
2025-03-31 $236k 11k 21.76
2024-12-31 $258k 9.2k 28.01

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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
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Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Northwestern Mutual Wealth Management Company
Creative Planning
Bank of America Corporation
Wealthfront Advisers
Morgan Stanley
State of New Jersey Common Pension Fund D
Gallagher Fiduciary Advisors
Us Bancorp
Prudential Financial
Wells Fargo & Company
Two Sigma Investments
Bank of New York Mellon
Financial Engines Advisors L.L.C
Cetera Investment Advisers

View all funds holding Vanguard REIT ETF