Vanguard REIT ETF shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 4.0k | 91.42 |
| 2025-06-30 | $334k | 3.8k | 89.06 |
| 2025-03-31 | $340k | 3.8k | 90.54 |
| 2024-12-31 | $334k | 3.8k | 89.08 |
| 2024-09-30 | $24k | 245 | 97.42 |
| 2024-06-30 | $40k | 475 | 83.76 |
| 2024-03-31 | $1.2M | 14k | 86.48 |
| 2023-12-31 | $17k | 195 | 88.36 |
| 2023-09-30 | $156k | 2.1k | 75.67 |
| 2023-06-30 | $171k | 2.0k | 83.57 |
| 2023-03-31 | $208k | 2.5k | 83.05 |
| 2022-12-31 | $823k | 10k | 82.48 |
| 2022-09-30 | $146k | 1.8k | 80.22 |
| 2022-06-30 | $44k | 482 | 91.29 |
| 2022-03-31 | $295k | 2.7k | 108.26 |
| 2021-12-31 | $268k | 2.3k | 115.97 |
| 2021-09-30 | $235k | 2.3k | 101.69 |
| 2021-06-30 | $235k | 2.3k | 101.69 |