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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
SAX WEALTH ADVISORS, LLC21,638$1.93M0.15%-3213F-HRTimeline
CWM, LLCin group CWM, LLC21,573$1.92M0.01%-16813F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC21,500$1.92M0.11%-29513F-HRTimeline
Smithfield Trust Co21,489$1.91M0.1%+1,88713F-HRTimeline
Sharper & Granite LLC21,398$1.91M0.84%+1,88113F-HRTimeline
TCI Wealth Advisors, Inc.21,350$1.9M0.16%+20913F-HRTimeline
Waterford Advisors, LLC21,329$1.9M0.97%013F-HRTimeline
Noble Wealth Management PBC21,282$1.9M1.32%13F-HRTimeline
Inman Jager Wealth Management, LLC21,216$1.89M1.47%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC21,189$1.89M0.02%-5,17813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP20,467$1.88M0.29%+2,26513F-HRTimeline
Consolidated Portfolio Review Corp20,974$1.87M0.3%-36113F-HRTimeline
Montecito Bank & Trust20,956$1.87M0.32%+10,52313F-HRTimeline
Lutz Financial Services LLC20,891$1.86M0.15%-51413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT20,798$1.85M0.14%-2,89913F-HRTimeline
Truepoint, Inc.20,712$1.85M0.05%+313F-HRTimeline
INVESTMENT PARTNERS, LTD.20,463$1.82M0.75%+213F-HRTimeline
Geneos Wealth Management Inc.20,458$1.82M0.06%-2,47013F-HRTimeline
STOCK YARDS BANK & TRUST CO20,446$1.82M0.06%-2,21113F-HRTimeline
Family CFO Inc20,391$1.82M1%-1613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.20,391$1.82M0.13%-36013F-HRTimelineGroup
MONECO ADVISORS, LLC20,354$1.81M0.19%-27313F-HR/ATimeline
Prime Buchholz LLC20,213$1.8M0.59%13F-HRTimeline
OneDigital Investment Advisors LLC20,196$1.8M0.02%-92513F-HRTimeline
Capital Management Associates, Inc20,172$1.8M0.67%+9,69313F-HRTimeline
REGATTA CAPITAL GROUP, LLC20,056$1.79M0.35%+28013F-HRTimeline
Florida Trust Wealth Management Co20,016$1.78M0.06%-4,55813F-HRTimeline
Riverview Trust Co19,997$1.78M1.62%-313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC19,959$1.78M0.37%-3,98513F-HRTimeline
HB Wealth Management, LLC19,934$1.77M0.02%-1,32413F-HRTimeline
Full Sail Capital, LLC19,792$1.76M0.11%-44513F-HRTimeline
Simmons Bankin group Simmons Bank19,707$1.76M0.13%-67513F-HRTimelineGroup
Cornerstone Wealth Management, LLC19,701$1.75M0.12%-46013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.19,664$1.75M1.34%13F-HRTimeline
Covenant Asset Management, LLC19,644$1.75M0.39%+1,01613F-HRTimeline
Root Financial Partners, LLC19,612$1.75M0.22%+6,16313F-HRTimeline
Dogwood Wealth Management LLC19,413$1.73M0.91%+813F-HRTimeline
Callan Capital, LLC19,390$1.73M0.13%-12913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC19,346$1.72M0.64%+5,29413F-HRTimeline
Slow Capital, Inc.19,338$1.72M0.24%-15613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,260$1.72M0.04%+81313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC19,184$1.71M<0.01%+68513F-HRTimelineGroup
Austin Wealth Management, LLC19,021$1.71M0.35%-8313F-HRTimeline
Snowden Capital Advisors LLC19,122$1.7M0.05%-60613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC19,096$1.7M<0.01%+2,30913F-HRTimelineGroup
GC Wealth Management RIA, LLC19,018$1.69M0.3%-72413F-HRTimeline
Armbruster Capital Management, Inc.18,922$1.69M0.34%-5013F-HRTimeline
TWO SIGMA SECURITIES, LLC18,877$1.68M0.3%-5,69313F-HRTimeline
Burton Enright Welch18,784$1.67M0.35%-34413F-HRTimeline
Sherman Asset Management, Inc.18,773$1.67M1.53%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/18,750$1.67M0.79%-1,70013F-HRTimelineGroup
Hershey Financial Advisers, LLC18,642$1.66M1.46%13F-HRTimeline
Larson Financial Group LLC18,508$1.65M0.09%-2,00413F-HRTimeline
BKM Wealth Management, LLC18,348$1.63M0.67%013F-HRTimeline
Haverford Trust Co18,289$1.63M0.02%-6413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC18,217$1.62M0.15%+3,77713F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…18,155$1.62M0.17%-1,73913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,063$1.61M0.17%-91013F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…18,000$1.6M0.71%new13F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN18,060$1.6M0.01%-13,14413F-HRTimeline
Field & Main Bank17,989$1.6M0.56%+43013F-HRTimeline
CGN Advisors LLC17,959$1.6M0.16%+60113F-HRTimeline
CWA Asset Management Group, LLC17,926$1.6M0.08%+1,80813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC17,853$1.59M0.02%013F-HRTimeline
BOSTON FAMILY OFFICE LLC17,809$1.59M0.11%+79113F-HRTimeline
Novak & Powell Financial Services, Inc.17,665$1.57M0.94%+5013F-HRTimeline
IEQ CAPITAL, LLC17,643$1.57M0.02%+2,95213F-HRTimeline
YANKCOM Partnership17,577$1.57M0.84%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,525$1.56M+2,922Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,522$1.56M0.81%-3113F-HRTimeline
Jacobi Capital Management LLC17,412$1.55M0.12%+6,03813F-HRTimeline
VSM Wealth Advisory, LLC17,365$1.55M0.55%13F-HRTimeline
Arkadios Wealth Advisors17,286$1.54M0.08%+1,07713F-HRTimeline
Palisades Hudson Asset Management, L.P.17,276$1.54M0.65%+2,24313F-HRTimeline
IFG Advisory, LLC17,148$1.53M0.09%+98813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…17,139$1.53M0.32%-70013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,132$1.53M0.11%+8,94513F-HRTimeline
Apeiron RIA LLC17,095$1.52M0.43%+3,62913F-HRTimeline
Gradient Capital Advisors, LLC17,038$1.52M0.49%-23413F-HRTimeline
United Community Bankin group United Community Bank16,973$1.51M0.59%+4313F-HRTimelineGroup
&PARTNERS16,651$1.49M0.02%+3,23013F-HRTimeline
1834 INVESTMENT ADVISORS CO16,766$1.49M0.19%013F-HRTimeline
F/m Investments LLC16,759$1.49M0.06%-20,93913F-HRTimeline
HARBOUR INVESTMENTS, INC.16,742$1.49M0.04%-80813F-HRTimeline
Sovran Advisors, LLC17,015$1.49M0.21%13F-HRTimeline
Mesirow Financial Investment Management…16,660$1.48M0.03%-16,18813F-HRTimeline
Main Street Financial Solutions, LLC16,526$1.47M0.15%+2,57713F-HRTimeline
Independence Bank of Kentucky16,508$1.47M0.23%-1,56613F-HRTimeline
Beaumont Financial Advisors, LLC16,435$1.46M0.11%-5013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,412$1.46M0.05%-43,09913F-HRTimelineGroup
Investment Advisory Group, LLC16,316$1.45M0.49%+1613F-HRTimeline
West Financial Advisors, LLC16,316$1.45M0.28%+37213F-HRTimeline
Fund Evaluation Group, LLC16,290$1.45M0.07%+1113F-HRTimeline
Roundview Capital LLC16,290$1.45M0.1%+1,10413F-HRTimeline
Prospect Financial Group LLC16,246$1.45M1.78%13F-HRTimeline
FUTURE YOU WEALTH LLC16,241$1.45M1.02%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI16,220$1.44M0.08%+70213F-HRTimeline
First Nebraska Trust Co16,139$1.44M0.14%-16413F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,133$1.44M0.04%new13F-HRTimeline
Allianz SEgroup of 2 filers holding16,124$1.44M+13,118Timeline
Texas Bank & Trust Co16,107$1.43M0.59%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT16,096$1.43M0.66%+1,32413F-HRTimeline
Clayton Financial Group LLC16,044$1.43M0.51%+94013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC16,044$1.43M0.02%+2,93613F-HRTimeline
Walkner Condon Financial Advisors LLC16,025$1.43M0.29%-42613F-HRTimeline
Joel Isaacson & Co., LLC15,967$1.42M0.06%+2,51813F-HRTimeline
Integris Wealth Management, LLC15,889$1.42M0.4%-43213F-HRTimeline
TI-TRUST, INC15,855$1.41M0.95%-16213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC15,831$1.41M0.02%+10,94413F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT15,761$1.4M0.06%+2,02213F-HRTimeline
Stone Summit Wealth LLC15,758$1.4M0.47%+29113F-HRTimeline
Praetorian Wealth Management, Inc.15,756$1.4M0.34%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding15,753$1.4M+4,771Timeline
Southland Equity Partners LLC15,744$1.4M0.33%new13F-HRTimeline
Prospera Financial Services Inc15,490$1.38M0.03%+1,76513F-HRTimeline
Flaharty Asset Management, LLC15,453$1.38M0.2%+25813F-HRTimeline
BOK Financial Private Wealth, Inc.15,429$1.37M0.1%-1,04213F-HRTimeline
Bramshill Investments, LLC15,408$1.37M0.22%+7,90813F-HRTimeline
Lester Murray Antman dba SimplyRich15,344$1.37M0.39%013F-HRTimeline
Institute for Wealth Management, LLC.15,250$1.36M0.17%-6813F-HRTimeline
National Philanthropic Trust15,190$1.35M0.02%+1,52613F-HRTimeline
CITY HOLDING CO15,165$1.35M0.19%+5013F-HRTimeline
Mystic Asset Management, Inc.15,130$1.35M0.36%-35113F-HRTimeline
SageView Advisory Group, LLC15,032$1.34M0.06%+3,32413F-HRTimeline
Willis Johnson & Associates, Inc.14,956$1.33M0.1%-27213F-HRTimeline
Choate Investment Advisors14,836$1.32M0.03%-4,53213F-HRTimeline
Global Trust Asset Management, LLC14,675$1.31M0.5%-18513F-HRTimeline
OPTIMA CAPITAL LLC14,597$1.3M0.9%13F-HRTimeline
Jaffetilchin Investment Partners, LLC14,565$1.3M0.09%-11113F-HRTimeline
Independent Advisor Alliance14,552$1.3M0.02%new13F-HRTimeline
Rossmore Private Capital14,522$1.29M0.16%-26013F-HRTimeline
Sepio Capital, LP14,522$1.29M0.1%-39013F-HRTimeline
William Howard & Co Financial Advisors …14,457$1.29M1.16%+39213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,442$1.29M0.7%-17913F-HRTimeline
Galvin, Gaustad & Stein, LLC14,347$1.28M0.11%-62,48613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,339$1.28M0.24%-24213F-HRTimeline
Sincerus Advisory, LLC14,261$1.27M1.36%13F-HRTimeline
RWA WEALTH PARTNERS, LLC14,249$1.27M0.02%+31513F-HRTimeline
Meridian Wealth Management, LLC14,243$1.27M0.06%+1,60613F-HRTimeline
Tortoise Investment Management, LLC14,225$1.27M0.13%+2,46213F-HR/ATimeline
Mount Lucas Management LP14,185$1.26M0.44%+7313F-HRTimeline
DBK Financial Counsel, LLC14,160$1.26M1.27%-77813F-HRTimeline
Strategic Blueprint, LLC14,111$1.26M0.07%+16813F-HRTimeline
L.K. Benson & Company, P.C.14,088$1.25M0.88%13F-HRTimeline
Argyle Capital Partners, LLC14,014$1.25M1.07%13F-HRTimeline
Telos Capital Management, Inc.13,972$1.24M0.13%-10413F-HRTimeline
B&D White Capital Company, LLC13,931$1.24M0.21%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,923$1.24M0.01%+1,67613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.13,911$1.24M0.57%-4213F-HRTimeline
Prostatis Group LLC13,877$1.24M0.36%-1,05213F-HRTimeline
Vernal Point Advisors, LLC13,805$1.23M0.84%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC13,791$1.23M0.08%+28013F-HRTimeline
WARNER FINANCIAL, INC13,790$1.23M0.53%+1,29013F-HRTimeline
ROTHSCHILD INVESTMENT LLC13,641$1.22M0.08%-4513F-HRTimeline
Visionary Wealth Advisors13,557$1.21M0.07%+88213F-HRTimeline
Sanctuary Wealth Management, L.L.C.13,504$1.2M0.8%-5,12913F-HRTimeline
Robinson Value Management, Ltd.13,498$1.2M0.79%new13F-HRTimeline
SeaCrest Wealth Management, LLC13,487$1.2M0.13%-72513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…13,471$1.2M0.3%+2,28513F-HRTimeline
M Holdings Securities, Inc.13,432$1.2M0.19%new13F-HR/ATimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …13,470$1.19M0.06%+73213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,462$1.19M<0.01%-103,44513F-HRTimelineGroup
Trinity Legacy Partners, LLC13,323$1.19M0.31%+113F-HRTimeline
Bragg Financial Advisors, Inc13,303$1.19M0.05%+15613F-HRTimeline
Cambridge Financial Group, LLC13,256$1.18M0.5%+28313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC13,226$1.18M0.34%13F-HRTimeline
Madden Advisory Services, Inc.13,213$1.18M0.55%+9213F-HRTimeline
Private Portfolio Partners LLC13,191$1.18M0.22%+11513F-HRTimeline
Windsor Capital Management, LLC13,115$1.17M0.35%-6513F-HRTimeline
Coordinated Financial Services, Inc.13,086$1.17M0.91%13F-HRTimeline
CURIO WEALTH, LLC13,075$1.16M0.63%13F-HRTimeline
Wealth Dimensions Group, Ltd.13,075$1.16M0.29%+31013F-HRTimeline
Laidlaw Wealth Management LLC13,056$1.16M0.51%+53413F-HRTimeline
Schneider Downs Wealth Management Advis…13,053$1.16M0.22%+5313F-HRTimeline
Orion Capital Management LLC13,044$1.16M0.51%+1,63413F-HRTimeline
CRA Financial Services, LLC13,017$1.16M0.2%+7313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC12,971$1.16M0.24%-99113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV12,966$1.15M0.34%-20013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.12,955$1.15M0.34%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.12,937$1.15M<0.01%-49013F-HRTimelineGroup
Magnus Financial Group LLC12,865$1.15M0.11%+1,11213F-HRTimeline
Woodward Financial Advisors, Inc.12,859$1.15M0.57%+513F-HRTimeline
Sierra Capital LLC12,833$1.14M0.14%+813F-HRTimeline
MATHER GROUP, LLC.12,828$1.14M0.01%+1,75413F-HRTimeline
Asset Allocation Strategies LLC12,511$1.14M0.27%+1,24013F-HRTimeline
First Western Trust Bank12,778$1.14M0.05%013F-HRTimeline
Verde Capital Management12,771$1.14M0.32%+1,00913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC13,291$1.14M0.1%+1,42813F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC12,721$1.13M0.09%-14513F-HRTimeline
Roof Eidam Maycock Peralta, LLC12,709$1.13M0.29%+713F-HRTimeline
General Partner, Inc.12,632$1.13M0.68%013F-HRTimeline
American Trust12,583$1.12M0.09%new13F-HRTimeline
TAP Consulting, LLC12,582$1.12M0.23%+48013F-HRTimeline
SMART Wealth LLC12,542$1.12M0.4%+2,78313F-HRTimeline
Endowment Wealth Management, Inc.12,529$1.12M0.75%+32113F-HRTimeline
WMS Partners, LLC12,518$1.12M0.06%-4013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC12,429$1.11M0.56%+10,20513F-HRTimeline
Ellis Investment Partners, LLC12,414$1.11M0.22%+56813F-HRTimeline
SAXON INTERESTS, INC.12,370$1.1M0.49%+31813F-HRTimeline
One Wealth Map LLC12,015$1.1M0.67%+26713F-HRTimeline