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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
NESTEGG ADVISORS, INC.11,937$1.1M1.11%13F-HRTimeline
Kovack Advisors, Inc.12,282$1.09M0.11%+74913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,195$1.09M0.03%+22813F-HRTimelineGroup
Washington Trust Bank12,180$1.08M0.1%+3,30013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARKANSAS FINANCIAL GROUP, INC.12,176$1.08M0.18%013F-HRTimeline
HANOVER ADVISORS INC12,101$1.08M0.45%+1,36013F-HRTimeline
Blue Barn Wealth, LLC12,088$1.08M0.57%+10213F-HRTimeline
Foster Group, Inc.12,080$1.08M0.04%-3,54213F-HRTimeline
KOM Wealth Management Group, LLC12,038$1.07M0.79%-15713F-HRTimeline
WASHINGTON TRUST Co12,035$1.07M0.04%-70113F-HRTimeline
Intellectus Partners, LLC12,014$1.07M0.24%+1,68913F-HRTimeline
Pinnacle Bancorp, Inc.11,972$1.07M0.35%+1,39313F-HRTimeline
North Berkeley Wealth Management, LLC11,944$1.06M1.08%13F-HRTimeline
Accretive Wealth Partners, LLC11,943$1.06M0.45%-2,07313F-HRTimeline
Valley Financial Group, Inc.11,939$1.06M0.74%-57513F-HRTimeline
Transcendent Capital Group LLC11,923$1.06M0.55%+49913F-HRTimeline
Vermillion Wealth Management, Inc.11,885$1.06M0.54%13F-HRTimeline
Verisail Partners, LLC11,847$1.06M0.49%13F-HRTimeline
Martel Wealth Advisors LLC11,796$1.05M0.21%-57013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC11,793$1.05M0.21%+17413F-HRTimeline
Summit Financial, LLC11,783$1.05M0.04%+1,60213F-HRTimeline
Litman Gregory Wealth Management LLC11,765$1.05M0.09%+60613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,757$1.05M0.02%+2,43013F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC11,590$1.05M0.2%+4,03513F-HRTimeline
WESBANCO BANK INC11,743$1.05M0.04%-1,45313F-HRTimeline
MAS Advisors LLC11,692$1.04M1.75%-5,56213F-HRTimeline
Argent Trust Co11,610$1.03M0.04%+91513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,588$1.03M0.03%-81413F-HRTimeline
New Republic Capital, LLC11,586$1.03M0.67%-9,26313F-HRTimeline
OLD NATIONAL BANCORP /IN/11,538$1.03M0.02%-6,68213F-HRTimeline
Parkside Financial Bank & Trust11,490$1.02M0.14%-3,58313F-HRTimeline
Benchmark Investment Advisors LLC11,410$1.02M0.66%-51013F-HRTimeline
Causey Wealth LLC11,349$1.01M0.59%13F-HRTimeline
BANK OZK11,311$1.01M0.42%-35713F-HRTimeline
Brio Consultants, LLC11,293$1.01M0.16%+74713F-HRTimeline
Integrity Wealth Solutions LLC11,287$1.01M0.56%+35013F-HRTimeline
CoreCap Advisors, LLC11,287$1.01M0.05%+4,01513F-HRTimeline
Composition Wealth, LLC11,272$1M0.02%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC11,204$998K0.57%013F-HRTimeline
Orion Porfolio Solutions, LLC11,186$996K0.01%-6,06313F-HRTimeline
Orion Portfolio Solutions, LLC11,186$996K0.01%-6,06313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding11,249$993K-77,345Timeline
Curbstone Financial Management Corp11,070$986K0.21%-30013F-HRTimeline
Piedmont Capital Management, LLC11,093$979K0.59%-16813F-HRTimeline
ABLE Financial Group, LLC10,990$979K0.29%-33,54513F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,987$979K0.73%-1,54213F-HRTimeline
Newman Dignan & Sheerar, Inc.10,972$977K0.25%-20813F-HRTimeline
IHT Wealth Management, LLC10,879$969K0.03%-3,85813F-HRTimeline
Acropolis Investment Management, LLC10,871$968K0.06%-72613F-HRTimeline
VIAWEALTH, LLC10,839$966K0.58%+16313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC10,767$959K0.36%+1,01013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,666$950K0.14%-1,78813F-HRTimeline
SIMON QUICK ADVISORS, LLC10,658$949K0.06%-42113F-HRTimeline
North Star Investment Management Corp.10,597$944K0.07%+2,75413F-HRTimeline
Fingerlakes Wealth Management, Inc.10,585$943K0.76%+4813F-HRTimeline
Financial Advocates Investment Manageme…10,582$943K0.05%+2,21013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC10,546$939K0.51%-5,83613F-HRTimeline
Sowell Financial Services LLC10,496$935K0.05%-37,93213F-HRTimeline
Bouchey Financial Group, Ltd.10,434$929K0.08%+413F-HRTimeline
TPG Advisors LLC10,355$922K0.72%+60613F-HRTimeline
Independent Wealth Network Inc.10,328$920K0.37%+59813F-HRTimeline
GUIDANCE CAPITAL, INC10,117$918K0.28%+96813F-HRTimeline
Bluesphere Advisors LLC10,293$917K0.45%+18313F-HRTimeline
Newport Capital Group, LLC10,287$916K0.68%+1,29813F-HRTimeline
Centered Wealth LLC dba Miller Equity C…10,255$914K0.35%013F-HRTimeline
Mustard Seed Financial, LLC10,199$909K0.74%-10013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,196$908K0.02%+4,29913F-HRTimeline
WEBSTER BANK, N. A.10,097$899K0.1%-5,84413F-HRTimeline
Five Pine Wealth Management10,018$892K0.75%13F-HRTimeline
FSA WEALTH PARTNERS, INC.9,976$889K0.21%+13413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,975$889K0.01%+13913F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC9,940$885K0.06%-67613F-HRTimeline
Onyx Bridge Wealth Group LLC9,939$885K0.13%-21113F-HRTimeline
NWF Advisory Services Inc.9,924$884K0.13%-1,77913F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,881$880K0.33%-1,95613F-HRTimeline
Almanack Investment Partners, LLC.9,775$871K0.13%-1,05413F-HRTimeline
CHAPIN DAVIS, INC.8,906$868K0.28%013F-HRTimeline
L.M. KOHN & COMPANY9,663$861K0.22%-1,45613F-HRTimeline
Financial Perspectives, Inc9,501$846K0.28%+37713F-HRTimeline
Medallion Wealth Advisors, LLC9,475$844K0.42%13F-HRTimeline
American Financial Advisors, LLC9,473$844K0.12%-10213F-HRTimeline
Bedel Financial Consulting, Inc.9,199$844K0.12%+2513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,464$843K<0.01%+3,77313F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/9,341$832K0.39%+73913F-HRTimeline
Gladstone Institutional Advisory LLC9,323$830K0.04%-39513F-HRTimeline
HARBOR ADVISORY CORP /MA/9,309$829K0.27%-1,03513F-HRTimeline
PFG Investments, LLC9,305$829K0.05%+1,51813F-HRTimeline
Chesapeake Wealth Management9,300$828K0.28%+17313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,368$827K0.08%+2,21713F-HRTimeline
Index Fund Advisors, Inc.9,272$826K0.04%-47813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,252$824K0.08%-41613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,201$820K0.06%-1,99113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV9,191$819K0.47%-11113F-HRTimeline
Glass Jacobson Investment Advisors llc9,161$816K0.27%+17713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Raab & Moskowitz Asset Management LLC9,141$814K0.2%-21313F-HRTimeline
Hudock, Inc.9,084$809K0.14%-7313F-HRTimeline
Dunhill Financial, LLC9,070$808K0.38%+2,83613F-HRTimeline
Allegiance Financial Group Advisory Ser…9,030$804K0.26%+13913F-HRTimeline
Legacy PCG, LLC9,001$802K0.57%+1,43113F-HRTimeline
SMITH, MOORE & CO.8,968$799K0.07%+30113F-HRTimeline
Fairhaven Wealth Management, LLC8,951$797K0.25%013F-HRTimeline
City Center Advisors, LLC8,925$795K0.89%-2,45113F-HRTimeline
McLean Asset Management Corp8,919$795K0.24%+69313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,808$785K0.05%-9,27113F-HRTimelineGroup
Abacus Planning Group, Inc.8,707$776K0.14%+44113F-HRTimeline
Hirtle & Co., LLC8,683$773K0.03%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,640$770K0.01%+5713F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…8,595$766K0.21%013F-HRTimeline
Strata Wealth Advisors, LLC8,557$762K0.24%-53713F-HRTimeline
Mayflower Financial Advisors, LLC8,549$762K0.11%-2113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,535$760K0.03%-1013F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV8,529$760K0.34%013F-HRTimeline
Westfuller Advisors, LLC8,515$759K0.48%+1,43313F-HRTimeline
San Luis Wealth Advisors LLC8,504$758K0.14%+1,36713F-HRTimeline
Sara-Bay Financial8,569$757K0.28%+1913F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP8,475$755K<0.01%+14213F-HRTimeline
Ruedi Wealth Management, Inc.8,461$754K0.24%-2713F-HRTimeline
Avantax Planning Partners, Inc.8,456$753K0.03%+5,83513F-HRTimeline
Topel & Distasi Wealth Management, LLC8,414$750K0.32%013F-HRTimeline
Comprehensive Money Management Services…8,348$744K0.61%13F-HRTimeline
GRIES FINANCIAL LLC8,320$741K0.13%-63413F-HRTimeline
Quantinno Capital Management LP8,318$741K0.01%-9213F-HRTimeline
First Bancorp, Inc /ME/8,313$741K0.51%-62313F-HRTimeline
Koshinski Asset Management, Inc.7,011$739K0.07%-8713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,283$738K0.12%+51313F-HRTimeline
Aptus Capital Advisors, LLC8,275$737K0.01%+7,78413F-HRTimeline
Fidato Wealth LLC8,274$737K0.55%+6413F-HRTimeline
Carrera Capital Advisors8,229$733K0.17%+59913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8,211$731K0.17%+83413F-HRTimeline
Pinnacle Family Advisors, LLC8,208$731K0.35%+41013F-HRTimeline
Carson Advisory Inc.8,207$731K0.51%-10013F-HRTimeline
MCDANIEL TERRY & CO8,200$730K0.06%-7513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,173$728K0.1%-26313F-HRTimeline
SOL Capital Management CO8,151$726K0.08%-1513F-HRTimeline
Upper Left Wealth Management, LLC8,136$725K0.62%+1,82513F-HRTimeline
Godshalk Welsh Capital Management, Inc.8,085$720K0.46%-25013F-HRTimeline
Gryphon Financial Partners LLC8,059$718K0.1%+54113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC8,016$714K0.11%new13F-HRTimeline
Robertson Stephens Wealth Management, L…7,936$707K0.03%-97713F-HRTimeline
CVA Family Office, LLC7,935$707K0.11%+1113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,928$706K0.3%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,920$706K0.18%013F-HRTimeline
BIP Wealth, LLC7,919$705K0.05%-4313F-HRTimeline
Annex Advisory Services, LLC7,906$704K0.02%-1,02913F-HRTimeline
Ameraudi Asset Management, Inc.7,879$702K0.39%+4,02913F-HRTimeline
O'ROURKE & COMPANY, Inc7,873$701K0.34%+26713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,852$699K0.03%-37913F-HR/ATimeline
TD Waterhouse Canada Inc.7,841$698K0.01%+2,77913F-HRTimeline
YHB Investment Advisors, Inc.7,840$698K0.06%+10113F-HRTimeline
Evercore Wealth Management, LLC7,826$697K0.01%013F-HRTimeline
Apella Capital, LLC7,799$695K0.03%-47513F-HRTimeline
Wealthspire Retirement, LLC7,777$693K0.05%+28813F-HRTimeline
Capital Asset Advisory Services LLC7,740$692K0.03%-3,02113F-HRTimeline
McElhenny Sheffield Capital Management,…7,762$691K0.23%new13F-HRTimeline
IFP Advisors, Inc7,740$690K0.02%+2,10813F-HRTimeline
Sage Investment Counsel LLC7,733$689K0.9%13F-HRTimeline
DUNCKER STREETT & CO INC7,680$684K0.13%-38013F-HRTimeline
Werba Rubin Papier Wealth Management7,676$684K0.16%-15213F-HRTimeline
Key Financial Inc7,674$684K0.16%-29613F-HRTimeline
Mechanics Bank Trust Department7,619$679K0.09%-40013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…7,600$677K<0.01%-3,50013F-HRTimelineGroup
Revolve Wealth Partners, LLC7,599$677K0.1%+5,53213F-HR/ATimeline
Rockingstone Advisors LLC7,587$676K0.3%-88513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,556$673K0.02%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC7,507$669K0.06%-10013F-HRTimeline
WealthShield Partners, LLC7,500$668K0.09%+57413F-HRTimeline
KG Capital Management7,496$668K0.21%+10313F-HRTimeline
Trust Co7,489$667K0.08%-17213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,440$663K0.02%-6,44113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clifford Group, LLC7,430$662K0.5%+44813F-HRTimeline
Cadent Capital Advisors, LLC7,415$661K0.23%-1,53113F-HRTimeline
Westside Investment Management, Inc.7,408$660K0.14%+12013F-HRTimeline
Vise Technologies, Inc.7,358$655K0.05%+1,05813F-HRTimeline
TRUST CO OF VERMONT7,355$655K0.03%+2,33613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,332$653K<0.01%+78713F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…7,310$651K0.04%+43013F-HRTimeline
Loudon Investment Management, LLC7,295$650K0.37%013F-HRTimeline
Towerpoint Wealth, LLC7,295$650K0.32%-1313F-HRTimeline
Caldwell Trust Co7,281$649K0.07%-1,29113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC7,268$647K0.11%-27013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,265$647K0.03%+37013F-HRTimelineGroup
Kennebec Savings Bank7,461$646K0.65%-313F-HRTimeline
AMG National Trust Bank7,305$645K0.02%-1,02313F-HRTimeline
Wiser Advisor Group LLC7,223$643K0.94%+32713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,280$643K0.45%-31613F-HRTimeline
Uptown Financial Advisors LLC7,192$641K0.69%13F-HRTimeline
Mason Investment Advisory Services, Inc.7,177$639K0.04%+31613F-HRTimeline
CENTRAL BANK & TRUST CO7,156$637K0.1%013F-HRTimeline
CERTUITY, LLC7,153$637K0.07%-3313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,147$637K0.12%-26613F-HRTimelineGroup
PRIVATE TRUST CO NA7,146$637K0.07%-1313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,205$636K0.05%-3,567,75213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,095$632K0.06%-80113F-HRTimeline
Symmetry Partners, LLC7,068$630K0.09%new13F-HRTimeline
BFSG, LLC7,065$629K0.07%-37613F-HRTimeline
Advisors Capital Management, LLC7,047$628K0.01%+18413F-HRTimeline
Western Wealth Management, LLC7,014$625K0.04%+61213F-HR/ATimeline
FARMERS TRUST CO6,979$622K0.12%+1,71513F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,964$620K0.04%-1,25013F-HRTimeline
WEALTH EFFECTS LLC6,960$620K0.22%+8013F-HRTimeline