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Disclosery

Marotta Asset Management: VNQI position timeline

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

Marotta Asset Management held 124,829 VNQI 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 124,829 shares
    Change vs previous 13F +7,366 shares

    0.9% of the 13F portfolio, value $5,307,746.

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

  2. period ended2026-06-30
    13F 117,463 shares
    Change vs previous 13F +14,251 shares

    0.88% of the 13F portfolio, value $5,264,709.

    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 103,212 shares
    Change vs previous 13F +4,375 shares

    0.85% of the 13F portfolio, value $4,639,397.

    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 98,837 shares
    Change vs previous 13F +5,099 shares

    0.84% of the 13F portfolio, value $4,530,706.

    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 93,738 shares
    Change vs previous 13F -2,257 shares

    0.84% of the 13F portfolio, value $4,482,570.

    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 95,995 shares
    Change vs previous 13F +1,745 shares

    0.89% of the 13F portfolio, value $4,430,187.

    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 94,250 shares
    Change vs previous 13F -2,248 shares

    0.87% of the 13F portfolio, value $4,421,286.

    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 96,498 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,791,422.

    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).