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Vanguard REIT ETF shares owned by Roxbury Financial

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 388 91.48
2025-06-30 $34k 387 88.95
2025-03-31 $36k 383 93.88
2024-12-31 $37k 381 98.22

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Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
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Wealthfront Advisers
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Us Bancorp
Prudential Financial
Wells Fargo & Company
Financial Engines Advisors L.L.C
Goldman Sachs Group
Bank of New York Mellon
State of Tennessee, Treasury Department
LPL Financial

View all funds holding Vanguard REIT ETF