Skip to content
Disclosery

VNQ VANGUARD INDEX FDS

Follow

SHS (fund)

1,661 managers (1,681 13F filers) reported a position in VNQ shares at 2025-09-30, 215,354,556 shares in all. 83 filers opened a position and 72 filers sold out during the quarter.

Managers
1,661
13F filers
1,681
New
83
Added
713
Reduced
615
Sold out
72
Shares held by filers
215,354,556

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC19,900$1.82M0.56%-1,26413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC19,888$1.82M<0.01%+1,97313F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding19,811$1.81M-240Timeline
HALL CAPITAL MANAGEMENT CO INC19,766$1.81M0.71%-61113F-HRTimeline
HARBOUR INVESTMENTS, INC.19,608$1.79M0.04%+2,30613F-HRTimeline
CWA Asset Management Group, LLC19,431$1.78M0.07%-1,23413F-HRTimeline
Gryphon Financial Partners LLC19,310$1.77M0.2%-1,27013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION19,210$1.76M0.15%-89413F-HRTimeline
Dorsey & Whitney Trust CO LLC19,208$1.76M0.09%-44013F-HRTimeline
TCI Wealth Advisors, Inc.19,130$1.75M0.1%013F-HRTimeline
Simmons Bankin group Simmons Bank19,114$1.75M0.12%-37513F-HRTimelineGroup
CGN Advisors LLC19,073$1.74M0.14%-1,82813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,726$1.74M0.12%-1,82213F-HRTimelineGroup
Cornerstone Wealth Management, LLC18,946$1.73M0.1%-55713F-HRTimeline
BOSTON FAMILY OFFICE LLC18,916$1.73M0.11%+11513F-HRTimeline
Field & Main Bank18,649$1.7M0.5%+21513F-HRTimeline
Covenant Asset Management, LLC18,644$1.7M0.32%-8513F-HRTimeline
Orion Capital Management LLC18,635$1.7M0.59%+55213F-HRTimeline
AlphaCore Capital LLC18,620$1.7M0.06%+41413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.18,615$1.7M1.06%-8113F-HRTimeline
Montecito Bank & Trust18,558$1.7M0.26%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,555$1.7M0.02%-1413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management18,535$1.69M0.24%013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding18,367$1.68M+5,842Timeline
Samalin Investment Counsel, LLC18,346$1.68M0.58%+4,55813F-HRTimeline
Flaharty Asset Management, LLC18,335$1.68M0.21%+75113F-HRTimeline
CITY HOLDING CO18,079$1.65M0.21%+1413F-HRTimeline
Nekton Capital Ltd.17,957$1.64M3.32%new13F-HRTimeline
Austin Wealth Management, LLC17,781$1.64M0.26%-3413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP17,914$1.64M0.23%-3,92013F-HRTimeline
Waterford Advisors, LLC17,832$1.63M0.56%+14,14413F-HRTimeline
Stokes Family Office, LLC17,737$1.62M0.15%+51313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…17,682$1.62M0.01%-70013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC17,671$1.62M<0.01%-14013F-HRTimelineGroup
Gradient Capital Advisors, LLC17,659$1.61M0.43%+38113F-HRTimeline
Burton Enright Welch17,658$1.61M0.24%-61113F-HRTimeline
Rockbridge Investment Management, LCC17,637$1.61M0.16%-1,42813F-HRTimeline
Westwind Capital17,580$1.61M0.34%-8,61213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,577$1.61M0.11%+40613F-HRTimeline
Vermillion Wealth Management, Inc.17,560$1.61M0.43%+1,71813F-HRTimeline
Novak & Powell Financial Services, Inc.17,433$1.59M0.84%+5,78913F-HRTimeline
Prospect Financial Group LLC17,395$1.59M1.55%+55513F-HRTimeline
Prospera Financial Services Inc17,293$1.58M0.03%+53013F-HRTimeline
Crews Bank & Trust17,262$1.58M0.23%-4,39513F-HRTimeline
Valeo Financial Advisors, LLC17,159$1.57M0.04%-1,73013F-HRTimeline
St. Louis Trust Co17,133$1.57M0.2%013F-HRTimeline
Sierra Capital LLC17,058$1.56M0.17%+813F-HRTimeline
TI-TRUST, INC16,892$1.54M0.97%-4713F-HRTimeline
Houlihan Financial Resource Group, Ltd.16,892$1.54M1.36%-19,10113F-HRTimeline
Lutz Financial Services LLC16,848$1.54M0.11%-913F-HRTimeline
IFG Advisory, LLC16,835$1.54M0.07%+37313F-HRTimeline
F/m Investments LLC16,759$1.53M0.06%013F-HRTimeline
GLOBALT Investments LLC / GA16,750$1.53M0.06%-1,35013F-HRTimeline
1834 INVESTMENT ADVISORS CO16,723$1.53M0.19%013F-HRTimeline
NerdWallet Wealth Partners, LLC16,707$1.53M0.75%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,695$1.53M0.1%-31313F-HRTimeline
HANOVER ADVISORS INC16,649$1.52M0.59%-42513F-HRTimeline
FSA WEALTH PARTNERS, INC.16,617$1.52M0.59%+7,17413F-HRTimeline
Tortoise Investment Management, LLC16,551$1.51M0.13%+73513F-HRTimeline
STOCK YARDS BANK & TRUST CO16,489$1.51M0.05%+3,58913F-HRTimeline
Root Financial Partners, LLC16,456$1.5M0.09%+6,69513F-HRTimeline
North Berkeley Wealth Management, LLC16,447$1.5M1.19%-3613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…16,415$1.5M0.28%-30913F-HRTimeline
Slow Capital, Inc.16,331$1.49M0.18%+34313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…16,288$1.49M0.32%+33113F-HRTimeline
First Nebraska Trust Co16,241$1.48M0.13%-24913F-HRTimeline
Litman Gregory Wealth Management LLC16,120$1.47M0.11%+15513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/16,042$1.47M0.58%-18313F-HRTimelineGroup
Joel Isaacson & Co., LLC16,031$1.47M0.05%+8313F-HRTimeline
FIRST MERCHANTS CORP16,015$1.46M0.06%-1,02613F-HRTimeline
Beaumont Financial Advisors, LLC15,970$1.46M0.1%-28013F-HRTimeline
IMC-Chicago, LLC15,942$1.46M0.03%new13F-HRTimeline
Snowden Capital Advisors LLC15,910$1.45M0.04%-3,31313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,889$1.45M0.03%+44913F-HRTimelineGroup
Roundview Capital LLC15,852$1.45M0.09%-23313F-HRTimeline
Institute for Wealth Management, LLC.15,792$1.44M0.15%+6,24213F-HRTimeline
DT Investment Partners, LLC15,773$1.44M0.12%-1,22613F-HRTimeline
Dunhill Financial, LLC15,780$1.44M0.38%+88113F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…15,713$1.44M0.15%-12613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC15,631$1.43M0.71%-59113F-HRTimeline
FINANCIAL COUNSELORS INC15,592$1.43M1.9%+513F-HRTimeline
Mount Lucas Management LP15,575$1.42M0.64%+7,62613F-HRTimeline
Integris Wealth Management, LLC15,345$1.4M0.34%-1013F-HRTimeline
CRA Financial Services, LLC15,295$1.4M0.19%-2713F-HRTimeline
Main Street Financial Solutions, LLC15,276$1.4M0.09%-79913F-HRTimeline
Oak Wealth Advisors LLC15,254$1.39M0.81%+2213F-HRTimeline
Precision Wealth Strategies, LLC15,239$1.39M0.45%-1,20313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC15,155$1.39M0.02%+13013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,146$1.38M0.08%-21813F-HRTimeline
Lester Murray Antman dba SimplyRich15,082$1.38M0.37%-26213F-HRTimeline
Verde Capital Management15,038$1.37M0.3%+1,04113F-HRTimeline
William Howard & Co Financial Advisors …14,996$1.37M1.17%-9013F-HRTimeline
Mystic Asset Management, Inc.14,980$1.37M0.31%-14813F-HRTimeline
BFSG, LLC14,783$1.35M0.13%+8,10613F-HRTimeline
Medallion Wealth Advisors, LLC14,778$1.35M0.48%+1,58813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC14,719$1.35M0.32%-17513F-HRTimeline
Jaffetilchin Investment Partners, LLC14,683$1.34M0.08%-50913F-HRTimeline
Rossmore Private Capital14,551$1.33M0.14%+1013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,527$1.33M0.08%-1,11013F-HRTimeline
Orion Porfolio Solutions, LLC14,515$1.33M0.01%-2,99513F-HRTimeline
Coordinated Financial Services, Inc.14,381$1.31M0.84%+9913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,286$1.31M0.03%+17313F-HRTimeline
Telos Capital Management, Inc.14,265$1.3M0.12%-62613F-HRTimeline
WESBANCO BANK INC14,248$1.3M0.04%+28513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,196$1.3M0.6%+14013F-HRTimeline
Foundations Investment Advisors, LLC14,135$1.29M0.02%-1,73213F-HRTimeline
Physician Wealth Advisors, Inc.14,054$1.28M0.18%-22,16413F-HRTimeline
Financial Advocates Investment Manageme…14,009$1.28M0.72%+3,80513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,959$1.28M<0.01%+4,09813F-HRTimelineGroup
Acropolis Investment Management, LLC14,310$1.27M0.06%+5,14413F-HRTimeline
Nordwand Advisors, LLC13,933$1.27M0.2%013F-HRTimeline
Willis Johnson & Associates, Inc.13,904$1.27M0.08%-1,38013F-HRTimeline
Sincerus Advisory, LLC13,886$1.27M1.09%+24413F-HRTimeline
North Star Investment Management Corp.13,860$1.27M0.08%+1,24713F-HRTimeline
L.K. Benson & Company, P.C.13,860$1.27M0.68%-2913F-HRTimeline
Sovran Advisors, LLC14,213$1.26M0.11%-52713F-HRTimeline
Vernal Point Advisors, LLC13,805$1.26M0.54%013F-HRTimeline
Magnus Financial Group LLC13,691$1.25M0.1%-11713F-HRTimeline
Hershey Financial Advisers, LLC13,586$1.24M1.06%+31613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,584$1.24M0.42%-3,40713F-HRTimeline
Roof Eidam Maycock Peralta, LLC13,578$1.24M0.3%+72213F-HRTimeline
JFS WEALTH ADVISORS, LLC13,568$1.24M0.07%+4,88313F-HRTimeline
Robinson Value Management, Ltd.13,567$1.24M0.72%-7013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,565$1.24M0.08%+3,54713F-HRTimeline
Woodward Financial Advisors, Inc.13,562$1.24M0.47%+5413F-HRTimeline
Visionary Wealth Advisors13,293$1.22M0.06%+25213F-HRTimeline
Five Pine Wealth Management13,150$1.2M0.81%+1,87013F-HRTimeline
Composition Wealth, LLC13,077$1.2M0.02%-1,09413F-HRTimeline
Kovack Advisors, Inc.13,068$1.19M0.11%+11213F-HRTimeline
FIDUCIENT ADVISORS LLC13,060$1.19M0.14%+7,72513F-HRTimeline
Texas Bank & Trust Co12,964$1.19M0.45%+813F-HRTimeline
Vise Technologies, Inc.12,959$1.18M0.04%-2,17113F-HRTimeline
Wealth Dimensions Group, Ltd.12,955$1.18M0.24%+13013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC12,933$1.18M0.37%-7813F-HR/ATimeline
Argent Trust Co12,921$1.18M0.04%+3813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,902$1.18M0.07%+4,84813F-HRTimeline
Apella Capital, LLC13,021$1.18M0.03%+2,25713F-HRTimeline
Walkner Condon Financial Advisors LLC12,906$1.18M0.19%-1,55513F-HRTimeline
Meridian Wealth Management, LLC12,858$1.18M0.05%+90813F-HRTimeline
Bleakley Financial Group, LLC12,850$1.17M0.03%-6,57813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP12,752$1.17M0.06%new13F-HRTimeline
Windsor Capital Management, LLC12,720$1.16M0.32%+2513F-HRTimeline
Global Trust Asset Management, LLC12,640$1.16M0.52%-86513F-HRTimeline
General Partner, Inc.12,632$1.15M0.64%013F-HRTimeline
One Wealth Map LLC12,802$1.15M0.61%-25413F-HRTimeline
Madden Advisory Services, Inc.12,586$1.15M0.45%-72913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,522$1.14M0.14%-15,04813F-HR/ATimelineGroup
KMG FIDUCIARY PARTNERS, LLC12,507$1.14M0.08%013F-HRTimeline
Independence Bank of Kentucky12,456$1.14M0.15%-37513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC12,450$1.14M0.19%013F-HRTimeline
LANARK FINANCIAL, INC.12,441$1.14M0.09%+7,51913F-HRTimeline
NorthRock Partners, LLC12,439$1.14M0.02%+1,10313F-HRTimeline
MAS Advisors LLC12,429$1.14M1.8%-10613F-HRTimeline
Dogwood Wealth Management LLC12,420$1.14M0.52%+10113F-HRTimeline
Larson Financial Group LLC12,410$1.13M0.04%-2,02713F-HRTimeline
United Community Bankin group United Community Bank12,406$1.13M0.35%-53313F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.12,388$1.13M0.51%-11713F-HRTimeline
Total Clarity Wealth Management, Inc.12,323$1.13M0.3%+7,35713F-HRTimeline
NWF Advisory Services Inc.12,319$1.13M0.12%-1,56713F-HRTimeline
Tranquilli Financial Advisor LLC12,304$1.12M0.66%-4,99313F-HRTimeline
PFG Private Wealth Management, LLC12,203$1.12M0.5%new13F-HRTimeline
Integrity Wealth Solutions LLC12,203$1.12M0.5%+66913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV12,200$1.12M0.2%+51013F-HRTimeline
FIRST HORIZON CORP12,200$1.12M0.05%13F-HRTimeline
SWEENEY & MICHEL, LLC12,607$1.11M0.37%+12013F-HRTimeline
Curran Financial Partners, LLC12,142$1.11M0.22%-37913F-HRTimeline
WARNER FINANCIAL, INC12,129$1.11M0.41%-39013F-HRTimeline
Parkside Financial Bank & Trust12,126$1.11M0.09%-23213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,121$1.11M0.27%-6713F-HRTimeline
Endowment Wealth Management, Inc.12,105$1.11M0.5%+31713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC12,102$1.11M0.18%-89013F-HRTimeline
Independent Wealth Network Inc.12,052$1.1M0.35%+44213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.12,011$1.1M0.16%+813F-HR/ATimeline
DBK Financial Counsel, LLC12,005$1.1M0.92%+40513F-HRTimeline
SeaCrest Wealth Management, LLC12,199$1.09M0.12%-78813F-HRTimeline
NESTEGG ADVISORS, INC.11,954$1.09M0.97%+1313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,944$1.09M0.02%-50913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,942$1.09M0.04%+71213F-HRTimelineGroup
Valley Financial Group, Inc.11,921$1.09M0.62%-1113F-HRTimeline
Argyle Capital Partners, LLC11,863$1.08M0.78%+14413F-HRTimeline
Causey Wealth LLC11,859$1.08M0.53%+8113F-HRTimeline
KOM Wealth Management Group, LLC11,826$1.08M0.82%-6613F-HRTimeline
SageView Advisory Group, LLC11,785$1.08M0.04%-83513F-HRTimeline
Newport Capital Group, LLC11,739$1.07M0.67%+36413F-HRTimeline
PRIVATE TRUST CO NA11,732$1.07M0.09%+3,62313F-HRTimeline
Blue Barn Wealth, LLC11,678$1.07M0.47%-32013F-HRTimeline
GUIDANCE CAPITAL, INC11,545$1.07M0.28%+1,71113F-HRTimeline
Bragg Financial Advisors, Inc11,646$1.06M0.04%-56513F-HRTimeline
Legacy PCG, LLC11,609$1.06M0.64%+30013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC11,572$1.06M0.45%+59013F-HRTimeline
Schneider Downs Wealth Management Advis…11,568$1.06M0.13%+3013F-HRTimeline
Hutchens & Kramer Investment Management…11,554$1.06M0.42%+4,90013F-HRTimeline
NorthCoast Asset Management LLC11,543$1.06M<0.01%+1,91213F-HRTimeline
American Financial Advisors, LLC11,401$1.04M0.13%+1,58913F-HRTimeline
CURIO WEALTH, LLC11,322$1.04M0.42%-9813F-HRTimeline
Ellis Investment Partners, LLC11,281$1.03M0.19%-63913F-HRTimeline
Westside Investment Management, Inc.11,264$1.03M0.16%+55413F-HRTimeline
Florida Trust Wealth Management Co11,208$1.02M0.03%-1,19013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC11,137$1.02M0.17%-24413F-HRTimeline
IFP Advisors, Inc11,126$1.02M0.03%-4,26813F-HR/ATimeline