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Vanguard REIT ETF shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 200k 86.48
2023-12-31 $17M 197k 88.36
2023-09-30 $15M 194k 75.66
2023-06-30 $17M 198k 83.56
2023-03-31 $16M 191k 83.04
2022-12-31 $15M 187k 82.48
2022-09-30 $17M 207k 80.17
2022-06-30 $19M 211k 91.11
2022-03-31 $24M 217k 108.40
2021-12-31 $25M 215k 116.01
2021-09-30 $22M 218k 101.78
2021-06-30 $23M 224k 101.79
2021-03-31 $21M 232k 91.86
2020-12-31 $19M 227k 84.93
2020-09-30 $18M 233k 78.96
2020-06-30 $18M 229k 78.53
2020-03-31 $16M 241k 65.26
2019-12-31 $24M 262k 92.79
2019-09-30 $25M 264k 93.25
2019-06-30 $24M 270k 87.36
2019-03-31 $24M 279k 86.86
2018-12-31 $21M 287k 74.57
2018-09-30 $24M 295k 79.93
2018-06-30 $25M 302k 81.00
2018-03-31 $23M 301k 75.27
2017-12-31 $23M 282k 81.05
2017-09-30 $22M 260k 83.09
2017-06-30 $20M 240k 83.70
2017-03-31 $19M 223k 84.27
2016-12-31 $17M 206k 82.31
2016-09-30 $16M 193k 83.08
2016-06-30 $17M 191k 90.79
2016-03-31 $17M 200k 83.69
2015-12-31 $15M 198k 76.27
2015-09-30 $15M 193k 77.57
2015-06-30 $15M 192k 78.60
2015-03-31 $15M 185k 81.92
2014-12-31 $16M 187k 84.77
2014-09-30 $14M 184k 73.49
2014-06-30 $13M 178k 75.53
2014-03-31 $12M 168k 71.77
2013-12-31 $10M 155k 64.93
2013-09-30 $9.1M 138k 65.90
2013-06-30 $9.2M 128k 71.77
2012-09-30 $6.9M 107k 64.49
2012-06-30 $7.1M 108k 66.05
2012-03-31 $6.7M 106k 63.13
2011-09-30 $4.9M 97k 50.87
2011-06-30 $6.1M 98k 61.92
2011-03-31 $5.7M 97k 58.47

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

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View all funds holding Vanguard REIT ETF