Truepoint »

Vanguard REIT ETF shares owned by Truepoint

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

Historical chart of Truepoint investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Truepoint

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 21k 97.42
2024-06-30 $1.7M 20k 83.76
2024-03-31 $2.2M 25k 86.48
2023-12-31 $4.3M 48k 88.36
2023-09-30 $3.8M 50k 75.66
2023-06-30 $4.0M 48k 83.56
2023-03-31 $5.1M 61k 83.04
2022-12-31 $5.3M 64k 82.48
2022-09-30 $6.0M 75k 80.18
2022-06-30 $6.9M 76k 91.11
2022-03-31 $8.7M 80k 108.37
2021-12-31 $15M 127k 116.01
2021-09-30 $16M 157k 101.78
2021-06-30 $109M 1.1M 101.79
2021-03-31 $132M 1.4M 91.86
2020-12-31 $116M 1.4M 84.93
2020-09-30 $102M 1.3M 78.96
2020-06-30 $98M 1.2M 78.53
2020-03-31 $83M 1.2M 69.85
2019-12-31 $109M 1.2M 92.79
2019-09-30 $109M 1.2M 93.25
2019-06-30 $102M 1.2M 87.40
2019-03-31 $100M 1.2M 86.91
2018-12-31 $87M 1.2M 74.57
2018-09-30 $96M 1.2M 80.68
2018-06-30 $96M 1.2M 81.45
2018-03-31 $1.1M 86k 13.25
2017-12-31 $90M 1.1M 82.98
2017-09-30 $86M 86M 1.00
2017-06-30 $84M 998k 83.87
2017-03-31 $78M 948k 82.59
2016-12-31 $76M 916k 83.02
2016-09-30 $75M 859k 86.74
2016-06-30 $76M 856k 88.67
2016-03-31 $72M 860k 83.80
2015-12-31 $68M 852k 79.73
2015-09-30 $62M 816k 75.54
2015-06-30 $61M 816k 74.69
2015-03-31 $63M 748k 84.31
2014-12-31 $63M 778k 81.00
2014-09-30 $57M 792k 71.85
2014-06-30 $58M 770k 74.84
2014-03-31 $53M 752k 70.62
2013-12-31 $47M 720k 64.56
2013-09-30 $44M 672k 66.14
2013-06-30 $45M 650k 68.72
2013-03-31 $44M 630k 70.53
2012-12-31 $39M 597k 65.80
2012-09-30 $37M 569k 64.97
2012-06-30 $36M 556k 65.43
2012-03-31 $36M 569k 63.65
2011-12-31 $28M 548k 50.87
2011-09-30 $28M 548k 50.87
2011-06-30 $33M 545k 60.10
2011-03-31 $33M 535k 61.83

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
Prudential Financial
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Vanguard REIT ETF