Vanguard REIT ETF shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 385k | 91.42 |
| 2025-06-30 | $35M | 393k | 89.06 |
| 2025-03-31 | $37M | 409k | 90.54 |
| 2024-12-31 | $11M | 122k | 89.08 |
| 2024-09-30 | $3.3M | 34k | 97.60 |
| 2024-06-30 | $1.4M | 17k | 84.20 |
| 2024-03-31 | $1.3M | 16k | 86.48 |
| 2023-12-31 | $1.5M | 17k | 88.36 |
| 2023-09-30 | $1.2M | 15k | 75.98 |
| 2023-06-30 | $1.3M | 15k | 84.00 |
| 2023-03-31 | $666k | 8.0k | 83.04 |
| 2022-12-31 | $845k | 10k | 82.48 |
| 2022-09-30 | $774k | 9.7k | 80.12 |
| 2022-06-30 | $2.2M | 25k | 91.13 |
| 2022-03-31 | $2.7M | 25k | 108.38 |
| 2021-12-31 | $2.8M | 24k | 116.01 |
| 2021-09-30 | $550k | 5.4k | 101.76 |
| 2021-06-30 | $940k | 9.2k | 101.80 |
| 2021-03-31 | $992k | 11k | 91.84 |
| 2020-12-31 | $1.3M | 15k | 84.91 |
| 2020-09-30 | $945k | 12k | 78.98 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2019-12-31 | $225k | 2.4k | 92.82 |
| 2019-09-30 | $214k | 2.3k | 93.16 |
| 2019-03-31 | $234k | 2.7k | 87.09 |
| 2018-09-30 | $380k | 4.7k | 80.59 |
| 2018-06-30 | $393k | 4.8k | 81.54 |
| 2018-03-31 | $371k | 4.9k | 75.54 |
| 2017-12-31 | $419k | 5.1k | 82.97 |
| 2017-09-30 | $396k | 4.8k | 83.11 |
| 2017-06-30 | $409k | 4.9k | 83.13 |
| 2017-03-31 | $366k | 4.4k | 82.60 |
| 2016-12-31 | $410k | 5.0k | 82.56 |
| 2016-09-30 | $376k | 4.3k | 86.84 |
| 2016-06-30 | $368k | 4.1k | 88.78 |
| 2016-03-31 | $4.0k | 337 | 11.94 |
| 2015-12-31 | $225k | 2.8k | 79.82 |
| 2015-09-30 | $213k | 2.8k | 75.56 |
| 2015-06-30 | $225k | 3.0k | 74.68 |
| 2015-03-31 | $213k | 2.5k | 84.22 |
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