Vanguard REIT ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 91.42 |
| 2025-06-30 | $1.7M | 19k | 89.06 |
| 2025-03-31 | $357k | 3.9k | 90.54 |
| 2024-12-31 | $275k | 3.1k | 89.07 |
| 2024-09-30 | $346k | 3.6k | 97.42 |
| 2024-06-30 | $318k | 3.8k | 83.75 |
| 2024-03-31 | $324k | 4.0k | 80.57 |
| 2023-12-31 | $382k | 4.3k | 88.36 |
| 2023-09-30 | $345k | 4.6k | 75.65 |
| 2023-06-30 | $471k | 5.6k | 83.56 |
| 2023-03-31 | $2.9M | 35k | 83.04 |
| 2022-12-31 | $404k | 4.9k | 82.48 |
| 2022-09-30 | $354k | 4.4k | 80.27 |
| 2022-06-30 | $391k | 4.3k | 91.16 |
| 2022-03-31 | $699k | 6.4k | 108.41 |
| 2021-12-31 | $750k | 6.5k | 116.01 |
| 2021-09-30 | $606k | 6.0k | 101.83 |
| 2021-06-30 | $599k | 5.9k | 101.75 |
| 2021-03-31 | $299k | 3.3k | 91.77 |
| 2020-12-31 | $286k | 3.4k | 84.89 |
| 2020-09-30 | $239k | 3.0k | 79.01 |
| 2020-06-30 | $219k | 2.8k | 78.66 |
| 2020-03-31 | $264k | 3.4k | 78.59 |
| 2019-12-31 | $285k | 3.1k | 92.71 |
| 2019-09-30 | $259k | 2.8k | 93.20 |
| 2019-06-30 | $239k | 2.7k | 87.32 |
| 2019-03-31 | $234k | 2.7k | 86.76 |
| 2018-12-31 | $291k | 3.9k | 74.52 |
| 2018-09-30 | $240k | 3.1k | 78.33 |
| 2018-06-30 | $415k | 5.1k | 81.55 |
| 2018-03-31 | $104k | 1.4k | 75.53 |
| 2017-12-31 | $144k | 1.7k | 82.90 |
| 2017-09-30 | $104k | 1.3k | 82.74 |