Vanguard REIT ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486k | 5.3k | 91.42 |
| 2025-06-30 | $553k | 6.2k | 89.06 |
| 2025-03-31 | $552k | 6.1k | 90.54 |
| 2024-12-31 | $579k | 6.5k | 89.08 |
| 2024-09-30 | $606k | 6.2k | 97.43 |
| 2024-06-30 | $610k | 7.3k | 83.76 |
| 2024-03-31 | $682k | 7.9k | 86.48 |
| 2023-12-31 | $624k | 7.1k | 88.36 |
| 2023-09-30 | $422k | 5.6k | 75.66 |
| 2023-06-30 | $519k | 6.2k | 83.56 |
| 2023-03-31 | $704k | 8.5k | 83.04 |
| 2022-12-31 | $977k | 12k | 82.48 |
| 2022-09-30 | $964k | 12k | 80.19 |
| 2022-06-30 | $1.1M | 13k | 91.12 |
| 2022-03-31 | $1.4M | 13k | 108.36 |
| 2021-12-31 | $1.6M | 14k | 116.00 |
| 2021-09-30 | $1.4M | 14k | 101.79 |
| 2021-06-30 | $1.6M | 18k | 91.89 |
| 2021-03-31 | $1.6M | 18k | 91.89 |
| 2020-12-31 | $1.6M | 19k | 84.93 |