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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
VeraBank, N.A.41,215$3.67M1.04%+3,32813F-HRTimeline
Compass Ion Advisors, LLC41,157$3.67M0.43%+4,29913F-HRTimeline
Alhambra Investment Management LLC40,960$3.65M1.87%+10,41013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC40,653$3.62M1.36%+26,24613F-HRTimeline
RFG Advisory, LLC40,580$3.61M0.1%+2,46613F-HRTimeline
WESCAP Management Group, Inc.40,504$3.61M0.88%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC40,373$3.6M1.25%+1,22713F-HRTimeline
Frontier Asset Management, LLC40,190$3.58M1.18%-14,58913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC40,159$3.58M0.47%-36813F-HRTimeline
Matrix Trust Co40,153$3.58M0.62%-1,92213F-HRTimeline
Physician Wealth Advisors, Inc.39,716$3.54M0.6%+2,37813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…39,622$3.53M0.11%-6713F-HRTimelineGroup
VPR Management LLC39,600$3.53M1.84%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC40,046$3.52M2.64%-3713F-HRTimeline
Crews Bank & Trust39,388$3.51M0.59%13F-HRTimeline
AA Financial Advisors, LLC39,240$3.5M0.93%+2,86513F-HRTimeline
Asset Management Group, Inc.39,230$3.49M0.62%-1,62113F-HRTimeline
MFA Wealth Services39,001$3.47M2.79%13F-HRTimeline
Sigma Planning Corp38,943$3.47M0.11%-2,81413F-HRTimeline
Freedom Investment Management, Inc.38,858$3.46M0.29%-1,44713F-HRTimeline
Everhart Financial Group, Inc.38,526$3.43M0.71%+2,69413F-HRTimeline
ASPIRIANT, LLC38,281$3.41M0.12%-1,61413F-HRTimeline
Cassaday & Co Wealth Management LLC38,142$3.4M0.09%+20,31613F-HRTimeline
IFG Advisors, LLC37,972$3.38M0.67%+2,04913F-HRTimeline
Integrated Advisors Network LLC37,760$3.36M0.16%-1,74813F-HRTimeline
SignalPoint Asset Management, LLC37,647$3.35M0.82%-83613F-HRTimeline
Biltmore Family Office, LLC37,445$3.34M0.56%-8513F-HRTimeline
D.A. DAVIDSON & CO.37,145$3.31M0.03%-10,23813F-HRTimeline
Sabal Trust CO37,061$3.3M0.19%+5,14813F-HRTimeline
Houlihan Financial Resource Group, Ltd.36,980$3.29M1.4%-91513F-HRTimeline
Note Advisors, LLC36,883$3.29M2.91%13F-HRTimeline
Narwhal Capital Management36,812$3.28M0.29%-10,18313F-HRTimeline
PINNACLE ASSOCIATES LTD36,688$3.27M0.04%-2,62713F-HRTimeline
Petix & Botte Co36,465$3.25M0.85%-13,73513F-HRTimeline
BOS Asset Management, LLC36,463$3.25M1.16%+1,73113F-HRTimeline
Kagan Cocozza Asset Management36,370$3.24M2.69%13F-HRTimeline
Pinnacle Financial Group, LLC / IL36,317$3.24M1.27%+92813F-HRTimeline
Retirement Planning Group, LLC36,312$3.23M0.16%-13,08113F-HRTimeline
Family Legacy, Inc.36,881$3.23M1.1%+31513F-HRTimeline
TUDOR INVESTMENT CORP ET AL36,302$3.23M0.03%-37,45213F-HRTimeline
Factor Wealth Management LTD36,289$3.23M1.07%13F-HRTimeline
MGO ONE SEVEN LLC36,168$3.22M0.12%+1,07413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,129$3.22M0.03%+2,13113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC36,117$3.22M0.04%+4,02813F-HRTimeline
KICKSTAND VENTURES, LLC.35,790$3.19M0.81%+1,57813F-HRTimeline
Soltis Investment Advisors LLC35,482$3.16M0.29%-5,48113F-HRTimeline
Perbak Capital Partners LLP35,428$3.16M1.69%new13F-HRTimeline
Prudent Man Advisors, LLC34,853$3.1M1.13%-5,70013F-HRTimeline
Intergy Private Wealth, LLC34,784$3.1M1.16%+60713F-HRTimeline
Frisco Financial Planning LLC34,768$3.1M3.06%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp34,763$3.1M0.2%+30,81813F-HRTimelineGroup
ArchPoint Investors34,136$3.04M1%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…33,779$3.03M0.17%+68213F-HRTimeline
Tillman Hartley LLC33,924$3.02M0.87%+1,02613F-HRTimeline
Texas Yale Capital Corp.33,796$3.01M0.12%+3,37013F-HRTimeline
FIRST AMERICAN TRUST, FSB33,654$3M0.3%+1,53613F-HRTimeline
World Investment Advisors33,529$2.99M0.08%+97913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC33,293$2.97M1.03%+33013F-HRTimeline
Sterling Financial Planning, Inc.33,193$2.96M1.09%+1,52213F-HRTimeline
Merit Financial Group, LLC33,078$2.95M0.05%+3,67113F-HRTimeline
Aspen Investment Management Inc33,054$2.94M1.37%+2,47013F-HRTimeline
Payne Capital Management, LLC32,968$2.94M1.27%13F-HRTimeline
Fort Point Capital Partners LLC32,895$2.93M0.33%+3,22613F-HRTimeline
Creekside Partners32,752$2.92M1.51%+22713F-HRTimeline
Sensible Financial Planning & Managemen…32,496$2.89M0.6%-37513F-HRTimeline
Gilbert & Cook, Inc.32,456$2.89M0.41%-16,47813F-HRTimeline
One Degree Advisors Inc31,139$2.86M1.16%-4,17213F-HRTimeline
Tradition Wealth Management, LLC32,056$2.86M0.25%+1,05513F-HRTimeline
Carnegie Investment Counsel32,016$2.85M0.08%+6,66913F-HRTimeline
Compound Planning, Inc.31,967$2.85M0.14%+1,67913F-HRTimeline
SYNOVUS FINANCIAL CORP31,934$2.85M0.04%-8,88313F-HRTimeline
Colorado Capital Management, Inc.31,237$2.78M1.35%-6,50713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC31,149$2.77M0.38%-4513F-HRTimeline
Talon Private Wealth, LLC31,086$2.77M0.58%+18,67813F-HR/ATimeline
Anchor Investment Management, LLC31,033$2.76M0.26%+1,05213F-HRTimeline
BRIGHTON JONES LLC30,762$2.74M0.08%+11,46913F-HR/ATimeline
ENCOMPASS WEALTH ADVISORS, LLC30,750$2.74M1.11%+2,03813F-HRTimeline
My Personal CFO, LLC30,724$2.74M1.4%+64313F-HRTimeline
GREAT LAKES ADVISORS, LLC30,703$2.74M0.02%-94313F-HRTimeline
Callan Family Office, LLC30,610$2.73M0.17%+63513F-HRTimeline
HORIZON BANCORP INC /IN/30,487$2.72M1.28%-1,29913F-HRTimeline
Global Retirement Partners, LLC30,471$2.71M0.08%+99413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC30,363$2.7M0.34%+1,43613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …30,216$2.69M0.23%new13F-HRTimelineGroup
Quantitative Investment Management, LLC29,935$2.67M0.2%new13F-HRTimeline
Liberty Capital Management, Inc.29,924$2.67M0.59%+29013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.29,749$2.65M1.58%+7713F-HR/ATimeline
Broadview Financial Management, LLC29,706$2.65M1.89%-7013F-HRTimeline
Manhattan West Asset Management, LLC29,648$2.64M0.71%+1,38513F-HRTimeline
Frank, Rimerman Advisors LLC29,323$2.61M0.19%+1,60913F-HRTimeline
EP Wealth Advisors, LLC29,163$2.6M0.02%-1,02413F-HRTimeline
Legacies Wealth LLC29,075$2.59M2.01%+1,59313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC28,949$2.58M0.14%+1,09513F-HRTimeline
Perigon Wealth Management, LLC28,691$2.57M0.06%-71513F-HRTimeline
Copperwynd Financial, LLC28,844$2.57M0.71%+2,17513F-HRTimeline
Keel Point, LLC28,838$2.57M0.21%+2,33113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,781$2.56M0.09%-6,67613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.28,609$2.55M0.24%013F-HRTimelineGroup
Allworth Financial LP28,369$2.55M0.01%+2,52513F-HRTimeline
Axos Invest Inc.28,540$2.54M1.85%+68713F-HRTimeline
Rialto Wealth Management, LLC28,509$2.54M0.84%13F-HRTimeline
Quantbot Technologies LP28,485$2.54M0.09%new13F-HRTimeline
Independence Asset Advisors, LLC28,598$2.54M11.73%new13F-HRTimeline
First Horizon Advisors, Inc.28,448$2.53M0.07%-7,23213F-HRTimeline
Retireful, LLC28,382$2.53M1.42%new13F-HRTimeline
Hemington Wealth Management28,352$2.52M0.64%+29213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich25,606$2.52M0.01%+1,75213F-HRTimeline
Beirne Wealth Consulting Services, LLC28,236$2.52M0.91%+44513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION28,175$2.51M0.23%-56513F-HRTimeline
Unison Advisors LLC28,152$2.51M0.3%+22713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28,112$2.5M0.07%-1,86113F-HRTimeline
Drucker Wealth 3.0, LLC28,044$2.5M0.58%+4,69413F-HR/ATimeline
Infinity Wealth Counsel, LLC27,860$2.48M2.65%13F-HRTimeline
Mill Creek Capital Advisors, LLC27,846$2.48M0.06%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …26,249$2.47M0.32%+7313F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…27,526$2.45M0.02%+53913F-HRTimelineGroup
Financial & Tax Architects, LLC27,500$2.45M0.62%+1,97913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC27,232$2.44M0.51%-3313F-HRTimeline
MONTAG A & ASSOCIATES INC27,337$2.44M0.12%-2,43413F-HRTimeline
Consilium Wealth Advisory, LLC27,330$2.43M1.16%-8,04313F-HRTimeline
Wedmont Private Capital28,420$2.43M0.13%+1,45213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,228$2.43M<0.01%+10,56313F-HRTimelineGroup
WBH ADVISORY INC27,086$2.41M0.22%-1,37213F-HRTimeline
WATERS PARKERSON & CO., LLC27,000$2.41M0.13%+20013F-HRTimeline
CENTRAL TRUST Co26,986$2.4M0.06%-3,54013F-HRTimeline
Bay Rivers Group26,947$2.4M1.16%+8313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC26,923$2.4M2%-1,33013F-HRTimelineGroup
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…26,874$2.39M0.27%+24,35613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB26,817$2.39M0.04%-103,01813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …26,783$2.39M0.04%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…26,592$2.37M0.01%-25213F-HRTimelineGroup
ROCKLAND TRUST CO26,548$2.36M0.12%+22713F-HRTimeline
CROBAN26,535$2.36M2.32%13F-HRTimeline
Sound Income Strategies, LLC26,429$2.35M0.15%+53213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,085$2.32M0.02%-4,88213F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC26,035$2.32M0.75%+1,35813F-HRTimeline
Destination Wealth Management25,910$2.31M0.07%+1,04313F-HRTimeline
Clarity Capital Advisors, LLC25,763$2.29M1.54%+4,69513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.25,629$2.28M1.06%-1,91813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC25,629$2.28M0.63%-1,60513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC25,424$2.26M1.08%+1,38013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC25,356$2.26M1.05%13F-HRTimeline
NewEdge Wealth, LLC25,350$2.26M0.04%-1,98613F-HRTimeline
Arete Wealth Advisors, LLC25,105$2.23M0.16%+26213F-HRTimeline
Monterey Private Wealth, Inc.24,944$2.22M0.73%+43413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,576$2.21M<0.01%+3713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,791$2.21M<0.01%-20,20913F-HRTimelineGroup
Continuum Advisory, LLC24,734$2.2M0.28%+24513F-HRTimeline
QUADRANT CAPITAL GROUP LLC24,652$2.2M0.15%-30213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC24,522$2.18M1.51%-1,47313F-HRTimeline
Gilman Hill Asset Management, LLC24,370$2.17M0.38%+3513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC24,318$2.17M0.27%+3,26213F-HRTimeline
Bordeaux Wealth Advisors LLC24,285$2.16M0.35%-50413F-HR/ATimeline
DAVENPORT & Co LLC24,251$2.16M0.01%+1,24813F-HRTimeline
Scott & Selber, Inc.24,241$2.16M0.65%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC24,219$2.16M0.21%-22613F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,182$2.15M0.05%-1,07213F-HRTimelineGroup
FDx Advisors, Inc.24,181$2.15M0.63%-73713F-HRTimeline
Westwind Capital24,082$2.15M0.47%-1,76613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP24,029$2.14M0.02%-15,87513F-HRTimelineGroup
Obsido Oy23,964$2.13M1.92%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding24,949$2.13M+2,283Timeline
DT Investment Partners, LLC23,930$2.13M0.18%+1,83613F-HRTimeline
DELTEC ASSET MANAGEMENT LLC23,900$2.13M0.42%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,828$2.12M0.53%+31513F-HRTimelineGroup
NOVEM GROUP23,759$2.12M0.31%13F-HRTimeline
Bleakley Financial Group, LLC23,634$2.11M0.06%+3,93013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,614$2.1M0.1%+28713F-HRTimeline
NorthCrest Asset Manangement, LLC23,586$2.1M0.06%-1,94413F-HR/ATimeline
VERITY Wealth Advisors23,576$2.1M1.52%+13113F-HRTimeline
Retirement Planning Co of New England, …23,573$2.1M1.02%+8613F-HRTimeline
NorthLanding Financial Partners, LLC23,554$2.1M2.12%+31713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD23,500$2.09M0.01%-13,70013F-HRTimelineGroup
FIRST MERCHANTS CORP23,479$2.09M0.08%-2213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding23,316$2.08M+1,642Timeline
Safe Harbor Fiduciary, LLC23,211$2.07M2.11%013F-HRTimeline
Hansen & Associates Financial Group, In…23,293$2.07M1.05%-72,15513F-HRTimeline
PATTON FUND MANAGEMENT, INC.23,186$2.07M0.4%+7613F-HRTimeline
Aquire Wealth Advisors, LLC23,184$2.07M0.64%-1,46613F-HRTimeline
First PREMIER Bank23,101$2.06M0.52%-73413F-HRTimeline
GLOBALT Investments LLC / GA22,900$2.04M0.08%-2,20013F-HRTimeline
Focus Financial Network, Inc.22,787$2.03M0.08%+19513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.22,774$2.03M1.85%+71813F-HRTimeline
Impact Partnership Wealth, LLC22,724$2.02M0.41%+1,03313F-HRTimeline
Breakwater Investment Management22,653$2.02M0.86%-24613F-HR/ATimeline
Etesian Wealth Advisors, Inc.22,630$2.02M0.89%+65913F-HRTimeline
Michael A. Dubis Financial Planning, LLC22,397$2M1.93%13F-HRTimeline
Hardin Capital Partners, LLC22,347$1.99M1.2%+85513F-HRTimeline
FSC Wealth Advisors, LLC22,243$1.98M1.28%+3,48613F-HRTimeline
Rockbridge Investment Management, LCC22,243$1.98M0.25%-7,50413F-HRTimeline
Adero Partners, LLC22,241$1.98M0.13%-96213F-HRTimeline
Ifrah Financial Services, Inc.22,240$1.98M0.55%+5413F-HRTimeline
Dorsey & Whitney Trust CO LLC22,171$1.97M0.11%+11,79913F-HRTimeline
One Capital Management, LLC22,018$1.96M0.06%-5,68213F-HRTimeline
AE Wealth Management LLC22,009$1.96M0.02%-9,50513F-HRTimeline
Bangor Savings Bank21,930$1.95M0.18%-2,24113F-HRTimeline
Marble Harbor Investment Counsel, LLC21,900$1.95M0.22%-72513F-HRTimeline
Brooklyn FI, LLC21,830$1.94M0.65%+1,52913F-HR/ATimeline
Stelac Advisory Services LLC21,790$1.94M0.76%+45813F-HRTimeline
CORRADO ADVISORS, LLC21,750$1.94M1.26%+55913F-HRTimeline