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Disclosery

VNQ VANGUARD INDEX FDS

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SHS (fund)

1,659 managers (1,678 13F filers) reported a position in VNQ shares at 2025-06-30, 230,622,581 shares in all. 70 filers opened a position and 113 filers sold out during the quarter.

Managers
1,659
13F filers
1,678
New
70
Added
661
Reduced
688
Sold out
113
Shares held by filers
230,622,581

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38,798$3.46M0.1%-5513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC38,592$3.44M0.09%+6,95413F-HRTimeline
Compass Ion Advisors, LLC38,550$3.43M0.37%-75013F-HRTimeline
Matrix Trust Co38,513$3.43M0.55%+9713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,647$3.42M<0.01%+4,75813F-HRTimelineGroup
Tradition Wealth Management, LLC38,399$3.42M0.27%+2,62413F-HRTimeline
Summit Financial, LLC38,273$3.41M0.08%-2413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC38,092$3.39M2.41%-2,96613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …38,000$3.38M0.45%-3,93013F-HRTimelineGroup
UMB Bank, n.a.37,487$3.34M0.05%-6,31713F-HR/ATimeline
MGO ONE SEVEN LLC37,435$3.33M0.11%+33413F-HRTimeline
Freedom Investment Management, Inc.37,317$3.32M0.27%-89513F-HRTimeline
Frisco Financial Planning LLC37,151$3.31M3.01%+33213F-HRTimeline
ASPIRIANT, LLC37,013$3.3M0.1%-42313F-HRTimeline
Payne Capital Management, LLC37,003$3.3M1.27%+2,17913F-HRTimeline
Cascade Financial Partners, LLC36,628$3.26M0.39%-3,39813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS36,573$3.26M0.12%-3,00413F-HRTimelineGroup
Fort Point Capital Partners LLC36,519$3.25M0.33%+5,26213F-HRTimeline
Aspen Investment Management Inc36,434$3.25M1.36%+2,93413F-HRTimeline
Waldron Private Wealth LLC36,318$3.23M0.14%-2,70113F-HRTimeline
Physician Wealth Advisors, Inc.36,218$3.23M0.51%-70213F-HRTimeline
Houlihan Financial Resource Group, Ltd.35,993$3.21M1.33%-54713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC35,605$3.17M1.16%+1,76513F-HRTimeline
Intergy Private Wealth, LLC35,554$3.17M1.08%+61813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC35,364$3.15M1.12%+17813F-HRTimeline
PLIMOTH TRUST CO LLC35,023$3.12M0.75%-17,28613F-HRTimeline
World Investment Advisors34,873$3.11M0.07%+87313F-HRTimeline
Legacies Wealth LLC34,675$3.09M2.05%+5,00313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC34,660$3.09M0.98%+66313F-HRTimeline
PINNACLE ASSOCIATES LTD34,462$3.07M0.04%-1,96913F-HRTimeline
Wedmont Private Capital34,291$3.06M0.13%+11513F-HRTimeline
PATTON FUND MANAGEMENT, INC.34,338$3.06M0.67%+6,54613F-HRTimeline
ArchPoint Investors34,136$3.04M0.89%013F-HRTimeline
Logan Stone Capital, LLC34,135$3.04M1.43%-38,44213F-HRTimeline
Integrated Advisors Network LLC33,991$3.03M0.14%-25713F-HRTimeline
My Personal CFO, LLC33,953$3.02M1.37%+3,12713F-HRTimeline
Soltis Investment Advisors LLC33,848$3.01M0.24%+92813F-HRTimeline
Texas Yale Capital Corp.33,803$3.01M0.1%+54213F-HRTimeline
Pinnacle Financial Group, LLC / IL33,783$3.01M1.01%-1,63013F-HRTimeline
Copperwynd Financial, LLC33,624$2.99M0.75%new13F-HRTimeline
Frontier Asset Management, LLC33,458$2.98M0.81%-4,82713F-HRTimeline
SMART Wealth LLC33,402$2.97M0.93%+20,00913F-HRTimeline
Anchor Investment Management, LLC33,324$2.97M0.26%+1,61613F-HRTimeline
Creekside Partners33,206$2.96M1.4%+24013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC32,781$2.92M0.34%+70613F-HRTimeline
B. Riley Wealth Advisors, Inc.32,726$2.91M0.14%-23,64513F-HRTimeline
Liberty Capital Management, Inc.32,449$2.89M0.58%+2,54313F-HRTimeline
Impact Partnership Wealth, LLC32,325$2.88M0.53%+14,12013F-HRTimeline
Sterling Financial Planning, Inc.32,296$2.88M0.96%-613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC31,995$2.85M1.14%+3,93813F-HRTimeline
Manhattan West Asset Management, LLC31,895$2.84M0.66%+69413F-HRTimeline
SYNOVUS FINANCIAL CORP31,555$2.81M0.03%-11313F-HRTimeline
Global Retirement Partners, LLC31,479$2.8M0.07%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC31,180$2.78M0.34%-43713F-HRTimeline
BRIGHTON JONES LLC31,143$2.77M0.08%+1,89213F-HRTimeline
Sensible Financial Planning & Managemen…31,097$2.77M0.53%-99213F-HRTimeline
Callan Family Office, LLC31,031$2.76M0.09%+45113F-HRTimeline
Compound Planning, Inc.30,967$2.76M0.1%+1,02213F-HRTimeline
Keel Point, LLC30,862$2.75M0.18%-71013F-HRTimeline
Independence Asset Advisors, LLC30,549$2.72M1.69%-99213F-HRTimeline
Kure Advisory, LLC30,542$2.72M1.8%+2,74813F-HR/ATimeline
Praetorian Wealth Management, Inc.30,521$2.72M0.63%+2,70913F-HRTimeline
Family Legacy, Inc.30,431$2.71M0.88%+35913F-HRTimeline
Dynamic Advisor Solutions LLC30,295$2.7M0.08%-3,73613F-HRTimeline
Broadview Financial Management, LLC30,257$2.69M1.83%+15413F-HRTimeline
Petix & Botte Co30,218$2.69M0.66%-1,99113F-HRTimeline
Atlas Legacy Advisors, LLC29,913$2.66M0.59%-61913F-HRTimeline
RFG Advisory, LLC29,874$2.66M0.06%+51913F-HRTimeline
LBJ Family Wealth Advisors, Ltd.29,846$2.66M1.55%+913F-HRTimeline
Atria Investments, Inc29,691$2.64M0.03%-19,12213F-HRTimeline
Rialto Wealth Management, LLC29,636$2.64M0.74%+1,35413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC29,511$2.63M1.35%+4,31613F-HRTimeline
&PARTNERS29,466$2.62M0.02%+7,38213F-HRTimeline
FSC Wealth Advisors, LLC29,153$2.6M1.64%+1,60413F-HR/ATimeline
Carnegie Investment Counsel29,053$2.59M0.05%-2,09413F-HRTimeline
Destination Wealth Management28,873$2.57M0.08%+3,18813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO28,859$2.57M0.05%-11,05313F-HRTimeline
Decker Retirement Planning Inc.28,787$2.56M1.49%+28,38213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,757$2.56M0.02%+13,84713F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC28,862$2.55M0.26%+10,46113F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.28,609$2.55M0.21%013F-HRTimelineGroup
HORIZON BANCORP INC /IN/28,559$2.54M1.28%+89013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Infinity Wealth Counsel, LLC28,539$2.54M2.57%+18713F-HRTimeline
Unison Advisors LLC28,387$2.53M0.28%+41313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich28,318$2.52M0.01%+7913F-HR/ATimeline
AMI INVESTMENT MANAGEMENT INC28,266$2.52M0.65%+1,27713F-HRTimeline
SAX WEALTH ADVISORS, LLC28,201$2.51M0.15%+81213F-HRTimeline
Colorado Capital Management, Inc.28,046$2.5M1.07%-1,34213F-HRTimeline
D.A. DAVIDSON & CO.27,964$2.49M0.02%+72813F-HRTimeline
Perigon Wealth Management, LLC27,943$2.49M0.06%-1,14713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…27,803$2.48M0.02%+22413F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC27,456$2.47M0.44%+56113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,570$2.46M0.18%-36,91613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,674$2.46M0.01%-2,15313F-HRTimelineGroup
Man Group plcin group Man Group plc27,640$2.46M0.01%-125,28013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC27,608$2.46M0.42%+7,52113F-HRTimeline
NewEdge Wealth, LLC27,309$2.45M0.04%+2,96313F-HRTimeline
WBH ADVISORY INC27,125$2.42M0.21%+1,17813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,073$2.41M0.01%+55513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding27,065$2.41M+1,451Timeline
Clarity Capital Advisors, LLC26,849$2.39M1.39%+42713F-HRTimeline
EP Wealth Advisors, LLC26,799$2.39M0.02%+96113F-HRTimeline
Americana Partners, LLC26,790$2.39M0.08%new13F-HRTimeline
SIMPLEX TRADING, LLC26,777$2.38M0.06%new13F-HRTimeline
WATERS PARKERSON & CO., LLC26,700$2.38M0.12%-30013F-HRTimeline
Frank, Rimerman Advisors LLC26,684$2.38M0.16%-1,14413F-HRTimeline
Shepherd Financial Partners LLC26,542$2.36M0.25%-6,70313F-HRTimeline
NorthLanding Financial Partners, LLC26,251$2.34M2.07%+1,55113F-HRTimeline
Westwind Capital26,192$2.33M0.48%+3,27213F-HRTimeline
Capital Management Associates, Inc26,109$2.33M0.74%-17,48013F-HRTimeline
Axos Invest Inc.26,100$2.32M1.75%-80613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,029$2.32M0.02%-1,45213F-HRTimelineGroup
Brooklyn FI, LLC26,019$2.32M0.59%+1,12213F-HRTimeline
NOVEM GROUP25,935$2.31M0.29%+1,78713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25,856$2.3M0.11%-19713F-HRTimeline
Sound Income Strategies, LLC25,838$2.3M0.13%-1,25813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,837$2.3M0.02%-1,82913F-HRTimelineGroup
Obsido Oy25,676$2.29M1.74%+1,10713F-HRTimeline
Bay Rivers Group25,629$2.28M1.04%-1,36513F-HRTimeline
Cabana LLC25,580$2.28M13.07%-1,53213F-HRTimeline
CORRADO ADVISORS, LLC25,501$2.27M1.39%+2,06813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC25,436$2.27M0.55%+10113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,396$2.26M0.05%+75413F-HRTimelineGroup
Symmetry Partners, LLC25,205$2.24M0.28%+8,81013F-HRTimeline
DAVENPORT & Co LLC25,173$2.24M0.01%+61113F-HRTimeline
Hemington Wealth Management25,012$2.23M0.32%-3,34013F-HRTimeline
Hardin Capital Partners, LLC24,747$2.22M1.3%+1,93313F-HRTimeline
Scott & Selber, Inc.24,902$2.22M0.62%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD24,675$2.2M<0.01%-16,36713F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC24,531$2.18M0.08%013F-HRTimeline
One Capital Management, LLC24,507$2.18M0.08%+82513F-HRTimeline
Continuum Advisory, LLC24,507$2.18M0.26%+44713F-HRTimeline
Stelac Advisory Services LLC24,187$2.15M0.82%+3613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.24,150$2.15M0.1%+36913F-HRTimeline
Etesian Wealth Advisors, Inc.23,974$2.14M0.8%+1,32613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC23,928$2.13M0.05%-1,60913F-HRTimeline
Palisades Hudson Asset Management, L.P.23,911$2.13M0.83%+6,98813F-HRTimeline
VERITY Wealth Advisors23,852$2.12M1.43%+1,65313F-HRTimeline
CENTRAL TRUST Co23,771$2.12M0.05%-1,27013F-HRTimeline
MONTAG A & ASSOCIATES INC23,607$2.1M0.1%-77813F-HRTimeline
Retirement Planning Co of New England, …23,482$2.09M0.93%-4213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC23,458$2.09M1.82%-1,97313F-HRTimelineGroup
Fund Evaluation Group, LLC23,269$2.07M0.08%+6,77613F-HRTimeline
GC Wealth Management RIA, LLC23,213$2.07M0.17%-4813F-HRTimeline
Truepoint, Inc.23,178$2.06M0.05%+1,46513F-HRTimeline
MANNING & NAPIER ADVISORS LLC23,175$2.06M0.02%+2,04813F-HRTimeline
Mesirow Financial Investment Management…23,124$2.06M0.04%+7,55313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC23,054$2.05M0.23%-85213F-HRTimeline
Bordeaux Wealth Advisors LLC23,031$2.05M0.26%+1,05113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.22,963$2.05M0.8%-80613F-HRTimeline
First PREMIER Bank22,907$2.04M0.49%-14413F-HRTimeline
FDx Advisors, Inc.22,901$2.04M0.62%-15913F-HRTimeline
Smithfield Trust Co22,872$2.03M0.1%+1,38913F-HRTimeline
Jacobi Capital Management LLC22,798$2.03M0.13%+2,15813F-HRTimeline
Breakwater Investment Management22,666$2.02M0.78%-1113F-HRTimeline
Aquire Wealth Advisors, LLC22,472$2M0.54%-48713F-HRTimeline
Dakota Wealth Management22,459$2M0.04%-20,54613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP22,411$2M0.01%-1,54613F-HRTimelineGroup
Pioneer Wealth Management Group22,344$1.99M0.74%+1,70713F-HRTimeline
FIRST AMERICAN TRUST, FSB22,177$1.98M0.16%-20,29013F-HRTimeline
HB Wealth Management, LLC22,062$1.96M0.02%-8,71913F-HRTimeline
Arete Wealth Advisors, LLC22,024$1.96M0.14%-64613F-HRTimeline
Focus Financial Network, Inc.21,990$1.96M0.08%-86613F-HRTimeline
Mill Creek Capital Advisors, LLC21,949$1.95M0.04%+1313F-HRTimeline
ROCKLAND TRUST CO21,928$1.95M0.1%-3,77413F-HRTimeline
Marble Harbor Investment Counsel, LLC21,900$1.95M0.21%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP21,834$1.94M0.29%-17313F-HRTimeline
GROUP ONE TRADING LLC21,690$1.93M0.06%+13,54213F-HRTimeline
Crews Bank & Trust21,657$1.93M0.3%-9,94513F-HRTimeline
NorthCrest Asset Manangement, LLC21,257$1.91M0.05%-1,22413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,467$1.91M<0.01%+4,38813F-HR/ATimelineGroup
AE Wealth Management LLC21,421$1.91M0.01%-1,02613F-HRTimeline
Sherman Asset Management, Inc.21,322$1.9M1.68%+3,33013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC21,261$1.89M0.64%+9,32413F-HRTimeline
Inman Jager Wealth Management, LLC21,240$1.89M1.28%-44613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC21,164$1.88M0.52%-57913F-HRTimelineGroup
Sharper & Granite LLC20,953$1.88M0.72%-2,14713F-HRTimeline
Waterford Advisors, LLC3,688$1.86M0.75%-17,21913F-HRTimeline
CGN Advisors LLC20,901$1.86M0.17%+2,96013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA20,883$1.86M0.12%+16213F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC20,740$1.85M0.1%-75013F-HRTimeline
Full Sail Capital, LLC20,739$1.85M0.11%+1,57513F-HRTimeline
Safe Harbor Fiduciary, LLC20,699$1.84M1.73%-2,02413F-HRTimeline
CWA Asset Management Group, LLC20,665$1.84M0.08%-34313F-HRTimeline
Gryphon Financial Partners LLC20,580$1.83M0.24%+13,10913F-HRTimeline
Consolidated Portfolio Review Corp20,561$1.83M0.25%-36913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC20,556$1.83M0.34%+26213F-HRTimeline
INVESTMENT PARTNERS, LTD.20,465$1.82M0.69%+113F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC20,377$1.81M0.77%-9513F-HRTimeline
Ifrah Financial Services, Inc.20,241$1.8M0.49%-3713F-HRTimeline
Prime Buchholz LLC20,240$1.8M0.58%+1313F-HRTimeline
Family CFO Inc20,180$1.8M0.9%+5813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,104$1.79M0.16%-5,15613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding20,051$1.79M+240Timeline
Talon Private Wealth, LLC19,713$1.76M0.24%-12,89613F-HRTimeline
Dorsey & Whitney Trust CO LLC19,648$1.75M0.09%-62013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC19,640$1.75M0.16%+2,13113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT19,626$1.75M0.63%+1,89313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,548$1.74M0.12%-18613F-HRTimelineGroup
Cornerstone Wealth Management, LLC19,503$1.74M0.11%-14813F-HRTimeline