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Disclosery

Marotta Asset Management: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on VNQ, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 44,378 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,378 shares
    Change vs previous 13F +451 shares

    0.68% of the 13F portfolio, value $3,977,596.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,927 shares
    Change vs previous 13F -3,245 shares

    0.71% of the 13F portfolio, value $4,253,008.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 47,172 shares
    Change vs previous 13F -1,267 shares

    0.77% of the 13F portfolio, value $4,199,247.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 48,439 shares
    Change vs previous 13F -3,728 shares

    0.79% of the 13F portfolio, value $4,286,363.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 52,167 shares
    Change vs previous 13F +2,765 shares

    0.9% of the 13F portfolio, value $4,776,406.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 49,402 shares
    Change vs previous 13F -4,846 shares

    0.88% of the 13F portfolio, value $4,399,738.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 54,248 shares
    Change vs previous 13F +2,398 shares

    1.04% of the 13F portfolio, value $5,284,837.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 51,850 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,577,833.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).