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Vanguard REIT ETF shares owned by Willow Creek Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Willow Creek Wealth Management from 13F filings

Historical chart of Willow Creek Wealth Management investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Willow Creek Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Willow Creek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 74k 91.42
2025-06-30 $6.4M 72k 89.06
2025-03-31 $6.3M 69k 90.54
2024-12-31 $6.4M 72k 89.08
2024-09-30 $7.0M 72k 97.42
2024-06-30 $6.0M 72k 83.76
2024-03-31 $6.2M 72k 86.48
2023-12-31 $6.1M 69k 88.36
2023-09-30 $5.2M 69k 75.66
2023-06-30 $5.0M 60k 83.56
2023-03-31 $4.9M 59k 83.04
2022-12-31 $3.9M 47k 82.49
2022-09-30 $3.0M 37k 80.16
2022-06-30 $2.8M 31k 91.11
2022-03-31 $3.5M 32k 108.37
2021-12-31 $3.6M 31k 116.00
2021-09-30 $3.3M 32k 101.79
2021-06-30 $3.3M 33k 101.80
2021-03-31 $3.0M 33k 91.85
2020-12-31 $2.8M 33k 84.93
2020-09-30 $2.6M 33k 78.94
2020-06-30 $2.5M 32k 78.53
2020-03-31 $2.3M 33k 69.84
2019-12-31 $3.9M 42k 92.79
2019-09-30 $4.1M 44k 93.26
2019-06-30 $4.1M 47k 87.40
2019-03-31 $4.1M 48k 86.92
2018-12-31 $3.5M 47k 74.57
2018-09-30 $3.6M 44k 80.68
2018-06-30 $3.4M 42k 81.46
2018-03-31 $3.4M 45k 75.48
2017-12-31 $2.0M 24k 82.98
2017-09-30 $1.9M 23k 83.09
2017-06-30 $1.9M 23k 83.24
2017-03-31 $1.9M 23k 82.58
2016-12-31 $1.8M 22k 82.53
2016-09-30 $1.8M 21k 86.72
2016-06-30 $1.7M 20k 88.65
2016-03-31 $1.6M 19k 83.80
2015-12-31 $1.2M 15k 79.74
2015-09-30 $1.0M 14k 75.57
2015-06-30 $773k 10k 74.66

More positions owned by Willow Creek Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust Portfolio Short (SPSB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Willow Creek Wealth Management

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
Morgan Stanley
Wealthfront Advisers
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Us Bancorp
Prudential Financial
Wells Fargo & Company
Financial Engines Advisors L.L.C
Goldman Sachs Group
Bank of New York Mellon
State of Tennessee, Treasury Department
LPL Financial

View all funds holding Vanguard REIT ETF