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Disclosery

VNQ VANGUARD INDEX FDS

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SHS (fund)

1,723 managers (1,743 13F filers) reported a position in VNQ shares at 2024-12-31, 216,246,924 shares in all. 92 filers opened a position and 118 filers sold out during the quarter.

Managers
1,723
13F filers
1,743
New
92
Added
690
Reduced
599
Sold out
118
Shares held by filers
216,246,924

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BCR Wealth Strategies, LLC114,592$10.2M4.77%+5,24213F-HRTimeline
Adaptive Financial Consulting, LLC114,106$10.2M4.22%-71313F-HRTimeline
Somnio Financial Group, LLC114,048$10.2M8.13%+4,18413F-HRTimeline
Cordant, Inc.113,036$10.1M5.3%-1,40713F-HRTimeline
FC Advisory LLC111,859$9.96M3.34%+3,36213F-HRTimeline
Wela Strategies, Inc.111,304$9.91M4.27%+5,29813F-HRTimeline
Riverpoint Wealth Management Holdings, …111,105$9.9M2.58%+2,39913F-HRTimeline
Kingsview Wealth Management, LLC110,904$9.88M0.19%+43,86213F-HRTimeline
Avior Wealth Management, LLC109,937$9.78M0.36%+44,47413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…109,809$9.78M0.97%-1,63213F-HRTimelineGroup
Foundation Wealth Management, LLC\PA109,404$9.75M4.72%13F-HRTimeline
Invst, LLC109,063$9.72M1.18%+91813F-HRTimeline
KCM INVESTMENT ADVISORS LLC108,759$9.69M0.33%-4,48013F-HRTimeline
Horizons Wealth Management107,646$9.59M7.44%+3,58613F-HRTimeline
Allodium Investment Consultants, LLC107,573$9.58M8%13F-HRTimeline
Magnolia Wealth Management, LLC105,263$9.38M6.52%+6,59313F-HRTimeline
CARDIFF PARK ADVISORS, LLC105,035$9.36M0.89%+1,86613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC102,162$9.1M0.38%+12,09813F-HRTimeline
Bear Mountain Capital, Inc.100,618$9.1M3.54%+1,54913F-HRTimeline
Peterson Wealth Advisors, LLC101,606$9.09M1.64%-5,89613F-HRTimeline
Strategic Wealth Investment Group, LLC101,652$9.06M1%-3,01613F-HR/ATimeline
BOKF, NAin group BOKF, NA104,928$8.98M0.15%+6,87613F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.99,800$8.89M0.04%-17,67013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management99,719$8.88M0.13%+1,78813F-HRTimelineGroup
Checchi Capital Advisers, LLC99,438$8.86M0.66%-16,53413F-HRTimeline
NewEdge Advisors, LLC98,710$8.79M0.05%+2,10413F-HRTimeline
NorthCoast Asset Management LLC96,065$8.57M0.04%+79,75413F-HR/ATimeline
Industrial Alliance Investment Manageme…94,190$8.39M6.52%013F-HRTimeline
Janney Montgomery Scott LLC93,890$8.36M0.02%+7,92013F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…93,985$8.34M9.16%+24,64813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources93,593$8.34M<0.01%-3,33013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC93,427$8.32M0.66%+6,73713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…93,392$8.32M0.47%+4,80513F-HRTimelineGroup
Man Group plcin group Man Group plc92,222$8.22M0.02%-270,30713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC92,200$8.21M0.01%-4,54413F-HRTimelineGroup
ATMOS ADVISORY, LLC91,785$8.18M5.68%+2,77713F-HRTimeline
Empowered Funds, LLC91,360$8.14M0.12%+14,88113F-HRTimeline
Blue Trust, Inc.90,896$8.1M0.1%-87,19613F-HR/ATimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …90,460$8.06M0.02%-4,10013F-HRTimelineGroup
Flagstone Financial Management90,030$8.02M2.66%+2,80613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…88,762$7.91M0.11%+1,56113F-HRTimelineGroup
Shepherd Financial Partners LLC88,715$7.9M0.94%-34413F-HRTimeline
Ted Buchan & Co88,637$7.9M3.73%-43013F-HRTimeline
Parallel Advisors, LLC86,907$7.74M0.18%-19113F-HRTimeline
WEALTH ALLIANCE, LLC86,088$7.67M0.92%-35,63113F-HRTimeline
FFT WEALTH MANAGEMENT LLC85,878$7.65M0.58%+22413F-HRTimeline
Parkside Advisors LLC85,822$7.65M1.8%+88513F-HRTimeline
REDW Wealth LLC85,775$7.64M2.65%-8,58013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP85,712$7.64M0.18%-3,58613F-HRTimeline
PACK Private Wealth, LLC84,393$7.52M4.41%+1,47213F-HRTimeline
Chicago Partners Investment Group LLC85,308$7.48M0.25%-11,19613F-HRTimeline
Integrated Wealth Concepts LLC83,720$7.46M0.09%+8,61813F-HRTimeline
Archvest Wealth Advisors, Inc.83,551$7.44M5.4%+10,74713F-HRTimeline
Tide Cove Capital Partners LLC84,786$7.41M6.38%13F-HR/ATimeline
Drystone LLC82,775$7.37M7.36%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,566$7.35M0.01%+65,09713F-HRTimelineGroup
PARK NATIONAL CORP /OH/82,434$7.34M0.27%-54,01313F-HRTimeline
UNITED BANK82,366$7.34M0.87%+7613F-HRTimeline
Quantitative Strategies, Inc.81,788$7.29M3.9%+30213F-HRTimeline
FIDELIS iM, LLC801,855$7.2M3.54%+720,01013F-HRTimeline
Richmond Brothers, Inc.80,750$7.19M4.61%+9,19513F-HRTimeline
Manchester Capital Management LLC80,113$7.14M0.83%+1,22913F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding80,074$7.13M+6,076Timeline
Fairway Wealth LLC79,846$7.11M3.2%+3,88713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…79,236$7.06M0.24%-1,52213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC78,987$7.04M0.66%-2613F-HRTimeline
Diversified Portfolios, Inc.78,733$7.01M0.76%+2,99313F-HRTimeline
Silver Coast Investments LLC78,625$7M2.65%+4,41013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding78,380$6.98M+3,949Timeline
Farther Finance Advisors, LLC78,196$6.97M0.25%-20,14213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC77,913$6.94M0.54%-28213F-HRTimeline
David Kennon Inc77,908$6.94M2.74%+87313F-HRTimeline
Gray Private Wealth, LLC76,649$6.83M4.07%-69013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC76,642$6.83M3.14%-713F-HRTimeline
Grey Fox Wealth Advisors, LLC76,314$6.8M1.86%+2,21113F-HRTimeline
Financial Futures Ltd Liability Co.76,266$6.79M3.86%-17613F-HRTimeline
Ariston Services Group76,025$6.77M5.87%-14213F-HRTimeline
CW Advisors, LLC75,793$6.75M0.09%+16,02813F-HRTimeline
Campion Asset Management74,692$6.65M5.02%+1,84113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…74,369$6.62M0.34%+84513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co73,880$6.58M0.09%-2,19913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…73,554$6.55M0.13%-94,62813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.73,390$6.54M0.16%-15,65113F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…72,543$6.46M1.47%+46413F-HRTimeline
Willow Creek Wealth Management Inc.71,467$6.37M0.65%-31113F-HRTimeline
COUNTRY TRUST BANK71,431$6.36M0.16%+1,11813F-HRTimeline
Hardy Reed LLC71,199$6.34M0.56%-22713F-HRTimeline
Latigo Investments, LLC70,972$6.32M3.22%013F-HRTimeline
Essential Planning, LLC.66,886$6.32M0.04%+64,62813F-HRTimeline
Silver Oak Advisory Group, Inc.70,615$6.29M3.33%+21913F-HRTimeline
Cambridge Advisors Inc.70,553$6.28M1.4%-5,19413F-HRTimeline
American Investment Services, Inc.70,199$6.25M1.11%-1,33613F-HR/ATimeline
PLIMOTH TRUST CO LLC69,989$6.23M1.6%+1,13513F-HRTimeline
Cliffwater LLC69,923$6.23M1.52%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC69,857$6.22M0.13%+5,91013F-HRTimeline
Total Wealth Planning, LLC69,076$6.15M0.96%-1,42713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV68,962$6.14M1.39%+2,78913F-HRTimeline
Allie Family Office LLC68,941$6.14M3.41%+3,35913F-HRTimeline
Prairiewood Capital, LLC68,863$6.13M2.62%+2,47613F-HRTimeline
Red Wave Investments LLC68,630$6.11M2.14%-2413F-HRTimeline
Rainwater Charitable Foundation68,428$6.1M4.08%013F-HRTimeline
Krilogy Financial LLC67,521$6.01M0.4%+2,67813F-HRTimeline
Pinnacle Financial Partners Inc66,477$5.98M0.12%+43913F-HRTimeline
Financial Advisors Network, Inc.67,017$5.97M0.99%13F-HRTimeline
Family Firm, Inc.299,075$5.94M1.32%+1,37513F-HRTimeline
WestHill Financial Advisors, Inc.66,648$5.94M1.33%+1,24613F-HRTimeline
Capital Advisors Wealth Management, LLC65,834$5.86M1.04%+1,47413F-HRTimeline
SVB WEALTH LLC65,622$5.85M0.11%+51,99213F-HRTimeline
Neumann Capital Management, LLC65,503$5.84M1.94%-2,09213F-HRTimeline
JDM Financial Group LLC65,236$5.81M3.02%+5,34613F-HRTimeline
LMG Wealth Partners, LLC64,702$5.76M1.26%+76213F-HRTimeline
AGILIS PARTNERS LLC64,137$5.71M1.72%+2,23813F-HRTimeline
WHITTIER TRUST CO64,003$5.7M0.08%+2,74213F-HRTimeline
Regal Investment Advisors LLC63,832$5.69M0.43%-9,12813F-HRTimeline
Dodds Wealth, LLC63,309$5.68M1.83%-5,21413F-HRTimeline
Cresset Asset Management, LLC62,911$5.6M0.03%-22,49113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV62,903$5.6M0.18%-23,02913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.63,711$5.59M0.01%+84213F-HRTimelineGroup
United Bank62,553$5.57M2.35%+15,24813F-HRTimeline
Waverly Advisors, LLC61,533$5.48M0.08%+3,97413F-HRTimeline
Clearstead Advisors, LLC60,541$5.39M0.08%-8113F-HRTimeline
PDS Planning, Inc60,280$5.37M0.48%+1,59413F-HRTimeline
BALANCED WEALTH GROUP LLC60,572$5.37M2.41%-51,46113F-HRTimeline
Fonville Wealth Management LLC59,665$5.31M1.76%+8,10813F-HRTimeline
BlueSky Wealth Advisors, LLC59,656$5.31M0.83%+4,50113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC59,242$5.28M0.01%-206,26113F-HRTimelineGroup
Baron Financial Group, LLC58,681$5.23M3.24%-513F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC58,254$5.19M0.61%-2,57013F-HRTimeline
LPWM LLC57,479$5.12M1.64%+4,83413F-HRTimeline
Thrive Capital Management, LLC57,243$5.1M2.34%+23,46913F-HRTimeline
Financial Alternatives, Inc57,115$5.09M3.59%+13313F-HRTimeline
White Lighthouse Investment Management …56,995$5.08M0.89%+2,47313F-HRTimeline
Zhang Financial LLC56,728$5.05M0.29%+1,01513F-HRTimeline
Aletheian Wealth Advisors LLC55,883$4.98M2.94%+1,36913F-HRTimeline
River Street Advisors LLC55,486$4.94M2.53%+3,83913F-HRTimeline
Idaho Trust Co55,203$4.92M2.48%+1,19313F-HRTimeline
SG Americas Securities, LLC55,033$4.9M0.02%-2513F-HRTimeline
Crewe Advisors LLC54,625$4.87M0.67%+2613F-HRTimeline
JFG Wealth Management, LLC54,092$4.82M1.1%+2,61013F-HRTimeline
Sanctuary Advisors, LLC52,840$4.8M0.03%-2,05113F-HRTimeline
B. Riley Wealth Advisors, Inc.53,271$4.75M0.16%-3,94713F-HRTimeline
Peak Retirement Planning, Inc.53,129$4.73M3.2%13F-HRTimeline
UMB Bank, n.a.53,047$4.73M0.07%-4,45713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Traveka Wealth, LLC52,985$4.72M2.6%+1,69513F-HRTimeline
WealthCollab, LLC52,845$4.71M3.02%-13913F-HRTimeline
Klingman & Associates, LLC52,828$4.71M0.29%-94613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…52,589$4.69M0.01%+25,18013F-HR/ATimeline
CHOREO, LLC52,301$4.65M0.07%-43,14713F-HRTimeline
Human Investing LLC52,014$4.63M0.82%+2,53913F-HRTimeline
Sterling Wealth Management, Inc.51,936$4.63M1.71%-4,25913F-HRTimeline
Tranquilli Financial Advisor LLC51,913$4.62M2.93%+5513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC51,769$4.61M0.11%+1,02813F-HRTimeline
Marotta Asset Management51,850$4.58M0.96%-2,39813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…51,262$4.57M1.11%+11,27813F-HRTimeline
Unconventional Investor, LLC51,021$4.54M2.75%+3,82613F-HRTimeline
Atria Investments, Inc50,952$4.54M0.06%-10,97013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO50,765$4.52M0.08%-617,00113F-HRTimeline
MBL Wealth, LLC50,634$4.51M0.45%+2,67013F-HRTimeline
Betterment LLC50,502$4.5M0.01%-7,62113F-HRTimeline
Evanson Asset Management, LLC50,144$4.47M0.31%-90613F-HRTimeline
Cherry Tree Wealth Management, LLC50,002$4.45M1.1%-55613F-HRTimeline
Pine Ridge Advisers LLC49,678$4.43M0.39%+88213F-HRTimeline
Grove Bank & Trust48,727$4.34M0.6%+3,22113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS48,582$4.33M0.16%+3,49613F-HRTimelineGroup
Cascade Financial Partners, LLC48,561$4.33M0.56%-70213F-HRTimeline
J.W. COLE ADVISORS, INC.48,479$4.32M0.17%-3,63913F-HRTimeline
CMH Wealth Management LLC48,410$4.31M0.99%+1,13313F-HRTimeline
Zeit Capital LLC46,756$4.3M3.3%+16,17813F-HRTimeline
Schechter Investment Advisors, LLC48,219$4.3M0.33%+2,04913F-HRTimeline
HTLF Bank48,211$4.29M0.49%+1,27013F-HRTimeline
Disciplined Investments, LLC47,959$4.27M2.11%-41913F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC47,087$4.19M1.62%+2,30413F-HRTimeline
Atlas Legacy Advisors, LLC46,898$4.18M1.01%13F-HRTimeline
CONNING INC.in group CONNING INC.46,835$4.17M0.15%013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…46,606$4.15M0.41%-2,26913F-HRTimelineGroup
COUNTRY CLUB BANK46,603$4.12M0.28%-92013F-HRTimeline
HANCOCK WHITNEY CORP45,924$4.09M0.13%+8,88513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.45,806$4.08M1.31%-12213F-HRTimeline
LM Advisors LLC45,790$4.08M0.73%-91613F-HR/ATimeline
Running Point Capital Advisors, LLC45,741$4.07M1.4%-13513F-HRTimeline
Whitegate Investment Counselors, Inc.45,691$4.07M1.4%-14,17813F-HRTimeline
Stokes Family Office, LLC45,667$4.07M0.43%-11713F-HRTimeline
Advisory Services Network, LLC45,268$4.03M0.08%-72313F-HRTimeline
Black Diamond Financial, LLC44,957$4M0.6%+3,48513F-HRTimeline
WOLFF WIESE MAGANA LLC44,755$3.99M2.64%+4913F-HRTimeline
Beaird Harris Wealth Management, LLC44,670$3.98M0.34%-26913F-HRTimeline
Waldron Private Wealth LLC44,462$3.96M0.16%-1,40313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC44,390$3.95M1%-1,71513F-HRTimeline
Dakota Wealth Management43,878$3.91M0.09%-42413F-HRTimeline
Marathon Strategic Advisors, LLC43,781$3.9M4.22%+1,17313F-HRTimeline
Abound Wealth Management43,474$3.87M1.24%+1,72013F-HRTimeline
Forefront Analytics, LLC43,422$3.87M1.8%+14,93713F-HRTimeline
FLOW TRADERS U.S. LLC43,186$3.85M0.15%new13F-HRTimeline
Arax Advisory Partners43,097$3.84M0.24%+1,18913F-HRTimeline
St. Louis Trust Co43,053$3.84M0.55%013F-HRTimeline
Verdence Capital Advisors LLC42,587$3.79M0.31%+2,90113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC42,484$3.78M0.03%-7,60113F-HRTimelineGroup
WEDBUSH SECURITIES INC42,323$3.77M0.13%+2,06613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …41,930$3.74M0.48%-118,16313F-HRTimelineGroup
EVOKE WEALTH, LLC41,726$3.72M0.1%-15,52013F-HRTimeline