Vanguard REIT ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Root Financial Partners 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 Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 17k | 91.42 |
| 2025-06-30 | $869k | 9.8k | 89.06 |
| 2025-03-31 | $1.4M | 15k | 90.54 |
| 2024-12-31 | $1.7M | 20k | 89.08 |
| 2024-09-30 | $1.3M | 13k | 97.42 |
| 2024-06-30 | $677k | 8.1k | 83.76 |
| 2024-03-31 | $570k | 6.6k | 86.48 |
| 2023-12-31 | $581k | 6.6k | 88.36 |
| 2023-09-30 | $510k | 6.7k | 75.65 |
| 2023-06-30 | $526k | 6.3k | 83.57 |
| 2023-03-31 | $1.1M | 14k | 83.04 |