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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

Tip: Access up to 7 years of quarterly data

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
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)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfli Tips Etf (SPIP)

View all positions for Willow Creek Wealth Management

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