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Disclosery

VNQ VANGUARD INDEX FDS

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SHS (fund)

1,701 managers (1,721 13F filers) reported a position in VNQ shares at 2025-03-31, 217,783,761 shares in all. 92 filers opened a position and 95 filers sold out during the quarter.

Managers
1,701
13F filers
1,721
New
92
Added
682
Reduced
693
Sold out
95
Shares held by filers
217,783,761

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Leeward Financial Partners, LLC40,053$3.63M1.35%+37,18913F-HRTimeline
Cascade Financial Partners, LLC40,026$3.62M0.46%-8,53513F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding67,000$3.62M+49,000Timeline1 member's value is left out of the sum: about 1,000 times or 1/1,000 of the price other filers imply.
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …39,920$3.61M0.47%+13,67113F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO39,912$3.61M0.09%-10,85313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.39,908$3.61M0.01%-258,62713F-HRTimelineGroup
MFA Wealth Services39,616$3.59M2.95%+61513F-HRTimeline
BOS Asset Management, LLC39,604$3.59M1.23%+3,14113F-HRTimeline
VPR Management LLC39,600$3.59M1.74%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS39,577$3.58M0.15%-9,00513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.39,549$3.58M0.11%-8,93013F-HRTimeline
Asset Management Group, Inc.39,547$3.58M0.66%+31713F-HRTimeline
Biltmore Family Office, LLC39,532$3.58M0.61%+2,08713F-HRTimeline
Note Advisors, LLC39,509$3.58M2.95%+2,62613F-HRTimeline
Compass Ion Advisors, LLC39,300$3.56M0.42%-1,85713F-HRTimeline
Waldron Private Wealth LLC39,019$3.53M0.17%-5,44313F-HRTimeline
Sigma Planning Corp38,932$3.52M0.11%-1113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38,853$3.52M0.11%-76913F-HRTimelineGroup
Factor Wealth Management LTD38,787$3.51M1.08%+2,49813F-HRTimeline
Matrix Trust Co38,416$3.48M0.59%-1,73713F-HRTimeline
Prudent Man Advisors, LLC38,327$3.47M1.26%+3,47413F-HRTimeline
Summit Financial, LLC38,297$3.47M0.1%+26,51413F-HRTimeline
Frontier Asset Management, LLC38,285$3.47M1.01%-1,90513F-HRTimeline
Freedom Investment Management, Inc.38,212$3.46M0.29%-64613F-HRTimeline
WEDBUSH SECURITIES INC37,649$3.41M0.13%-4,67413F-HRTimeline
ASPIRIANT, LLC37,436$3.39M0.12%-84513F-HRTimeline
MGO ONE SEVEN LLC37,101$3.36M0.13%+93313F-HRTimeline
Physician Wealth Advisors, Inc.36,920$3.34M0.58%-2,79613F-HRTimeline
Frisco Financial Planning LLC36,819$3.33M3.23%+2,05113F-HRTimeline
Advisor Resource Council37,102$3.31M0.27%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.36,540$3.31M1.49%-44013F-HRTimeline
PINNACLE ASSOCIATES LTD36,431$3.3M0.05%-25713F-HRTimeline
Tradition Wealth Management, LLC35,775$3.24M0.29%+3,71913F-HRTimeline
Pinnacle Financial Group, LLC / IL35,413$3.21M1.16%-90413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC35,186$3.19M1.24%+15,84013F-HRTimeline
Intergy Private Wealth, LLC34,936$3.16M1.2%+15213F-HRTimeline
Payne Capital Management, LLC34,824$3.15M1.34%+1,85613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC34,450$3.12M0.17%-237,40213F-HRTimelineGroup
Cassaday & Co Wealth Management LLC34,290$3.1M0.09%-3,85213F-HRTimeline
Integrated Advisors Network LLC34,248$3.1M0.16%-3,51213F-HRTimeline
ArchPoint Investors34,136$3.09M1.02%013F-HR/ATimeline
Dynamic Advisor Solutions LLC34,031$3.08M0.1%new13F-HRTimeline
World Investment Advisors34,000$3.08M0.08%+47113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC33,997$3.08M1.05%+70413F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC33,840$3.06M1.25%+3,09013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,889$3.04M<0.01%+6,66113F-HR/ATimelineGroup
Aspen Investment Management Inc33,500$3.03M1.4%+44613F-HRTimeline
Texas Yale Capital Corp.33,261$3.01M0.12%-53513F-HRTimeline
Shepherd Financial Partners LLC33,245$3.01M0.35%-55,47013F-HRTimeline
Creekside Partners32,966$2.98M1.56%+21413F-HRTimeline
Soltis Investment Advisors LLC32,920$2.98M0.27%-2,56213F-HRTimeline
Sabal Trust CO32,882$2.98M0.17%-4,17913F-HRTimeline
Talon Private Wealth, LLC32,609$2.95M0.4%+1,52313F-HRTimeline
Tillman Hartley LLC32,314$2.93M0.85%-1,61013F-HRTimeline
Sterling Financial Planning, Inc.32,302$2.92M1.06%-89113F-HRTimeline
Petix & Botte Co32,209$2.92M0.77%-4,25613F-HRTimeline
Sensible Financial Planning & Managemen…32,089$2.91M0.58%-40713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC32,075$2.9M0.37%+1,71213F-HRTimeline
Anchor Investment Management, LLC31,708$2.87M0.27%+67513F-HRTimeline
SYNOVUS FINANCIAL CORP31,668$2.87M0.04%-26613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,638$2.86M0.1%+2,85713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC31,617$2.86M0.39%+46813F-HRTimeline
Crews Bank & Trust31,602$2.86M0.49%-7,78613F-HRTimeline
Keel Point, LLC31,572$2.86M0.22%+2,73413F-HRTimeline
Wedmont Private Capital34,176$2.86M0.15%+5,75613F-HRTimeline
Independence Asset Advisors, LLC31,541$2.86M9.26%+2,94313F-HRTimeline
Fort Point Capital Partners LLC31,257$2.83M0.32%-1,63813F-HRTimeline
Manhattan West Asset Management, LLC31,201$2.82M0.72%+1,55313F-HRTimeline
My Personal CFO, LLC30,826$2.79M1.41%+10213F-HRTimeline
HB Wealth Management, LLC30,781$2.79M0.02%+10,84713F-HRTimeline
Callan Family Office, LLC30,580$2.77M0.21%-3013F-HRTimeline
Atlas Legacy Advisors, LLC30,532$2.76M0.7%-16,36613F-HRTimeline
Broadview Financial Management, LLC30,103$2.73M2.03%+39713F-HRTimeline
Family Legacy, Inc.30,072$2.72M0.93%-6,80913F-HRTimeline
Compound Planning, Inc.29,945$2.71M0.12%-2,02213F-HRTimeline
Liberty Capital Management, Inc.29,906$2.71M0.6%-1813F-HRTimeline
LBJ Family Wealth Advisors, Ltd.29,837$2.7M1.72%+8813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…29,827$2.7M0.01%+3,23513F-HRTimelineGroup
Legacies Wealth LLC29,672$2.69M1.99%+59713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.29,537$2.67M0.07%-43,85313F-HRTimelineGroup
Colorado Capital Management, Inc.29,388$2.66M1.24%-1,84913F-HRTimeline
RFG Advisory, LLC29,355$2.66M0.07%-11,22513F-HRTimeline
BRIGHTON JONES LLC29,251$2.65M0.09%-1,51113F-HRTimeline
Perigon Wealth Management, LLC29,090$2.63M0.07%+39913F-HRTimeline
NWAM LLC29,058$2.63M0.23%-122,31113F-HRTimeline
Financial & Tax Architects, LLC28,918$2.62M0.66%+1,41813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.28,609$2.59M0.24%013F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC28,385$2.57M0.92%+14913F-HRTimeline
Infinity Wealth Counsel, LLC28,352$2.57M2.77%+49213F-HRTimeline
Hemington Wealth Management28,352$2.57M0.4%013F-HRTimeline
Rialto Wealth Management, LLC28,282$2.56M0.8%-22713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich28,239$2.56M0.01%+2,63313F-HR/ATimeline
Carnegie Investment Counsel31,147$2.55M0.06%-86913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC28,057$2.54M1.16%+2,63313F-HRTimeline
Unison Advisors LLC27,974$2.53M0.32%-17813F-HRTimeline
Frank, Rimerman Advisors LLC27,828$2.52M0.2%-1,49513F-HRTimeline
Praetorian Wealth Management, Inc.27,812$2.52M0.61%+12,05613F-HRTimeline
Kure Advisory, LLC27,794$2.52M1.9%13F-HRTimeline
PATTON FUND MANAGEMENT, INC.27,792$2.52M0.61%+4,60613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC27,668$2.51M1.02%-12,98513F-HRTimeline
HORIZON BANCORP INC /IN/27,669$2.5M1.42%-2,81813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,666$2.5M0.02%-8,46313F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…27,579$2.5M0.02%+5313F-HRTimelineGroup
FSC Wealth Advisors, LLC27,549$2.49M1.64%+5,30613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,481$2.49M0.03%+1,39613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC27,389$2.48M0.18%+5,75113F-HRTimeline
D.A. DAVIDSON & CO.27,236$2.47M0.02%-9,90913F-HRTimeline
Cabana LLC27,112$2.45M15.29%new13F-HRTimeline
Sound Income Strategies, LLC27,096$2.45M0.14%+66713F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…27,051$2.45M0.27%+17713F-HRTimelineGroup
WATERS PARKERSON & CO., LLC27,000$2.44M0.13%013F-HRTimeline
Bay Rivers Group26,994$2.44M1.28%+4713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC26,989$2.44M0.79%+95413F-HRTimeline
Axos Invest Inc.26,906$2.44M1.89%-1,63413F-HRTimeline
Allworth Financial LP27,590$2.4M0.01%-77913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26,518$2.4M0.01%-26,07113F-HRTimeline
Clarity Capital Advisors, LLC26,422$2.39M1.57%+65913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,262$2.36M0.07%-47,29213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC26,053$2.36M0.12%-2,89613F-HRTimeline
WBH ADVISORY INC25,947$2.35M0.22%-1,13913F-HRTimeline
EP Wealth Advisors, LLC25,838$2.34M0.02%-3,32513F-HRTimeline
ROCKLAND TRUST CO25,702$2.33M0.12%-84613F-HRTimeline
Destination Wealth Management25,685$2.33M0.07%-22513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC25,537$2.31M0.06%-2,57513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC25,431$2.3M1.97%-1,49213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC25,335$2.29M0.64%-29413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION25,260$2.29M0.22%-2,91513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC25,195$2.28M1.55%+67313F-HRTimeline
CENTRAL TRUST Co25,041$2.27M0.06%-1,94513F-HRTimeline
Scott & Selber, Inc.24,902$2.25M0.72%+66113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding25,614$2.25M+665Timeline
Brooklyn FI, LLC24,897$2.25M0.7%+3,06713F-HRTimeline
Perbak Capital Partners LLP24,897$2.25M1.67%-10,53113F-HRTimeline
Monterey Private Wealth, Inc.24,736$2.24M0.66%-20813F-HRTimeline
NorthLanding Financial Partners, LLC24,700$2.24M2.2%+1,14613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,642$2.23M0.06%+46013F-HRTimelineGroup
Obsido Oy24,569$2.22M1.91%+60513F-HRTimeline
DAVENPORT & Co LLC24,562$2.22M0.01%+31113F-HRTimeline
QUADRANT CAPITAL GROUP LLC24,531$2.22M0.08%-12113F-HRTimeline
MONTAG A & ASSOCIATES INC24,385$2.21M0.11%-2,95213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC26,895$2.21M0.5%-33713F-HRTimeline
NewEdge Wealth, LLC24,346$2.2M0.04%-1,00413F-HRTimeline
Stelac Advisory Services LLC24,151$2.19M0.9%+2,36113F-HRTimeline
NOVEM GROUP24,148$2.19M0.31%+38913F-HRTimeline
Continuum Advisory, LLC24,060$2.18M0.28%-67413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP23,957$2.17M0.02%-7213F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC23,906$2.16M0.26%-41213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,781$2.15M0.11%+16713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.23,769$2.15M0.95%-1,86013F-HRTimeline
One Capital Management, LLC23,682$2.14M0.07%+1,66413F-HRTimeline
Retirement Planning Co of New England, …23,524$2.13M1.06%-4913F-HR/ATimeline
CORRADO ADVISORS, LLC23,433$2.12M1.42%+1,68313F-HRTimeline
GC Wealth Management RIA, LLC23,261$2.11M0.39%+4,24313F-HRTimeline
Sharper & Granite LLC23,100$2.09M0.86%+1,70213F-HRTimeline
FDx Advisors, Inc.23,060$2.09M0.68%-1,12113F-HRTimeline
First PREMIER Bank23,051$2.09M0.53%-5013F-HRTimeline
Aquire Wealth Advisors, LLC22,959$2.08M0.64%-22513F-HRTimeline
Noble Wealth Management PBC22,957$2.08M1.42%+1,67513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.22,928$2.08M1.92%+15413F-HRTimeline
TOWNSQUARE CAPITAL LLC22,923$2.08M0.02%-13,19413F-HRTimeline
Westwind Capital22,920$2.08M0.52%-1,16213F-HRTimeline
Focus Financial Network, Inc.22,856$2.07M0.08%+6913F-HRTimeline
Hardin Capital Partners, LLC22,814$2.07M1.27%+46713F-HRTimeline
Michael A. Dubis Financial Planning, LLC22,747$2.06M2%+35013F-HRTimeline
Safe Harbor Fiduciary, LLC22,723$2.06M2.13%-48813F-HRTimeline
Breakwater Investment Management22,677$2.05M0.88%+2413F-HRTimeline
Arete Wealth Advisors, LLC22,670$2.05M0.16%-2,43513F-HRTimeline
Etesian Wealth Advisors, Inc.22,648$2.05M0.88%+1813F-HRTimeline
NorthCrest Asset Manangement, LLC22,481$2.04M0.06%-1,10513F-HRTimeline
AE Wealth Management LLC22,447$2.03M0.02%+43813F-HRTimeline
Narwhal Capital Management22,320$2.02M0.18%-14,49213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …22,278$2.02M<0.01%+8,81613F-HRTimelineGroup
VERITY Wealth Advisors22,199$2.01M1.49%-1,37713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP22,007$1.99M0.32%+1,54013F-HRTimeline
Bordeaux Wealth Advisors LLC21,980$1.99M0.37%-2,30513F-HRTimeline
Mill Creek Capital Advisors, LLC21,936$1.99M0.05%-5,91013F-HRTimeline
Marble Harbor Investment Counsel, LLC21,900$1.98M0.22%013F-HRTimeline
&PARTNERS22,084$1.98M0.02%+5,43313F-HRTimeline
HANCOCK WHITNEY CORP21,747$1.97M0.06%-24,17713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC21,743$1.97M0.5%-2,08513F-HRTimelineGroup
Truepoint, Inc.21,713$1.97M0.05%+1,00113F-HRTimeline
Inman Jager Wealth Management, LLC21,686$1.96M1.47%+47013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC21,490$1.95M0.12%-1013F-HRTimeline
Smithfield Trust Co21,483$1.94M0.1%-613F-HRTimeline
Orion Porfolio Solutions, LLC21,291$1.93M0.02%+10,10513F-HRTimeline
Orion Portfolio Solutions, LLC21,291$1.93M0.02%+10,10513F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC21,127$1.91M0.02%-6213F-HRTimeline
Adero Partners, LLC21,019$1.9M0.12%-1,22213F-HRTimeline
CWA Asset Management Group, LLC21,008$1.9M0.09%+3,08213F-HRTimeline
Consolidated Portfolio Review Corp20,930$1.9M0.3%-4413F-HRTimeline
Waterford Advisors, LLC20,907$1.89M0.79%-42213F-HRTimeline
GLOBALT Investments LLC / GA20,775$1.88M0.08%-2,12513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding20,721$1.88M-2,595Timeline
Jacobi Capital Management LLC20,640$1.87M0.14%+3,22813F-HRTimeline
Pioneer Wealth Management Group20,637$1.87M0.8%13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC20,472$1.85M0.86%-4,88413F-HRTimeline
INVESTMENT PARTNERS, LTD.20,464$1.85M0.77%+113F-HRTimeline
FIRST MERCHANTS CORP20,438$1.85M0.07%-3,04113F-HRTimeline
First Horizon Advisors, Inc.20,388$1.85M0.05%-8,06013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC20,294$1.84M0.38%+33513F-HRTimeline