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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
Elevation Capital Advisory, LLC4,164$371K0.16%new13F-HRTimeline
Busey Bank4,157$370K0.01%-6613F-HRTimeline
Wick Capital Partners, LLC4,153$370K0.11%-5013F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC4,141$369K0.03%-97513F-HRTimelineGroup
Alpine Global Management, LLC4,134$368K0.11%new13F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,122$367K+297Timeline
B.O.S.S. Retirement Advisors, LLC4,121$367K0.1%new13F-HRTimeline
SWS Partners4,096$365K0.11%-3,72713F-HRTimeline
SkyOak Wealth, LLC4,091$364K0.08%013F-HRTimeline
Regent Peak Wealth Advisors LLC4,074$363K0.08%-14613F-HR/ATimeline
Roger Wittlin Investment Advisory, LLC4,072$363K0.2%+7213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,057$362K0.07%+1,76013F-HRTimeline
Future Financial Wealth Managment LLC4,027$359K0.26%+9313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,024$358K0.08%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,014$358K0.01%-7413F-HRTimeline
UNIONVIEW, LLC4,013$358K0.26%+2813F-HRTimeline
Logan Stone Capital, LLC4,002$356K0.12%-56,24113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,000$356K<0.01%-113,70013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…4,001$356K0.14%13F-HRTimeline
Jackson Creek Investment Advisors LLC3,986$355K0.11%-21013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,850$354K0.2%-27513F-HRTimeline
Greykasell Wealth Strategies, Inc.3,956$352K0.2%13F-HRTimeline
Eagle Bluffs Wealth Management LLC3,947$352K0.19%-48713F-HRTimeline
Essex LLC3,939$351K0.07%-1,50613F-HRTimeline
Moloney Securities Asset Management, LLC3,903$348K0.05%+213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,896$347K0.04%-1,25313F-HRTimeline
Seascape Capital Management3,862$344K0.12%013F-HRTimeline
Northwest Financial Advisors3,857$344K0.28%+3,00213F-HRTimeline
RiverGlades Family Offices LLC3,856$343K0.25%+34013F-HRTimeline
Madison Wealth Partners, Inc3,853$343K0.1%+513F-HRTimeline
Mainsail Financial Group, LLC3,843$342K0.2%-1,75513F-HRTimeline
Objective Capital Management, LLC3,834$341K0.23%+1213F-HRTimeline
Beckerman Institutional, LLC3,818$340K0.27%+60013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,815$340K0.04%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,784$337K<0.01%013F-HR/ATimelineGroup
Oak Wealth Advisors LLC3,770$336K0.26%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC3,765$335K0.04%-813F-HRTimeline
Sage Mountain Advisors LLC3,754$334K0.02%+3,50913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,750$334K0.14%-1,41213F-HRTimeline
Perissos Private Wealth Management, LLC3,722$332K0.25%+513F-HRTimeline
Faithward Advisors, LLC3,706$330K0.06%-67713F-HRTimeline
DIVERSIFIED TRUST CO3,706$330K0.01%013F-HRTimeline
TD Capital Management LLC3,701$330K0.03%+6513F-HRTimeline
GWN SECURITIES INC.3,634$330K0.09%13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,698$329K0.1%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,689$329K0.03%-25413F-HRTimeline
Wealthstream Advisors, Inc.3,677$328K0.06%+2213F-HRTimeline
Windward Private Wealth Management Inc.3,676$327K0.13%-14513F-HRTimeline
Marcum Wealth, LLC3,652$325K0.03%-49,85413F-HRTimeline
Ballast, Inc.3,650$325K0.09%013F-HRTimeline
Forza Wealth Management, LLC3,643$325K0.15%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,644$324K0.01%-80313F-HRTimelineGroup
Duncan Williams Asset Management, LLC3,628$323K0.13%+34713F-HRTimeline
Burk Holdings LLC3,628$323K0.26%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,610$322K0.05%+82713F-HRTimeline
Prosperity Planning, Inc.3,608$321K0.1%013F-HRTimeline
Strategic Financial Partners, Ltd.3,597$320K0.16%+613F-HRTimeline
Stockman Wealth Management, Inc.3,591$320K0.05%+10913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,589$320K0.12%+13413F-HRTimeline
Poehling Capital Management, INC.3,589$320K0.08%+6413F-HRTimeline
FAS Wealth Partners, Inc.3,586$319K0.03%-4,76413F-HRTimeline
Fee-Only Financial Planning, L.C.3,586$319K0.21%-40013F-HRTimeline
Atwater Malick LLC3,555$317K0.11%013F-HRTimeline
Guidance Point Advisors, LLC3,550$316K0.09%+58213F-HRTimeline
LaSalle St. Investment Advisors, LLC3,553$316K0.1%+31113F-HRTimeline
Olde Wealth Management, LLC3,551$316K0.11%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,427$314K0.3%-3,60113F-HRTimeline
Resolute Advisors LLC3,524$314K0.06%-97913F-HRTimeline
First County Bank /CT/3,505$312K0.17%+1,04813F-HRTimeline
PKS Advisory Services, LLC3,500$312K0.08%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,499$312K0.05%+12213F-HRTimeline
Linscomb Wealth, Inc.3,497$312K0.02%-3013F-HRTimeline
Gold Investment Management Ltd.3,489$311K0.13%+2513F-HRTimeline
Coppell Advisory Solutions LLC3,519$311K0.04%+53213F-HRTimeline
Wood Tarver Financial Group, LLC3,480$309K0.1%13F-HRTimeline
RFP Financial Group LLC3,465$309K0.12%-3,36713F-HRTimeline
IFC Advisors LLC3,461$308K0.07%13F-HRTimeline
CAPITAL CITY TRUST CO/FL3,449$307K0.08%013F-HRTimeline
Elite Financial, Inc.3,446$307K0.17%13F-HRTimeline
McNamara Financial Services, Inc.3,440$306K0.07%-3013F-HRTimeline
Blossom Wealth Management3,432$306K0.59%+23213F-HRTimeline
Ironwood Financial, llc3,423$305K0.06%-24813F-HRTimeline
Financial Freedom, LLC3,397$303K0.16%+3013F-HRTimeline
Embree Financial Group3,395$302K0.05%+3513F-HRTimeline
IVC Wealth Advisors LLC3,380$301K0.17%-4213F-HRTimeline
Evolution Wealth Advisors, LLC3,360$299K0.05%+58513F-HRTimeline
Synergy Financial Group, LTD3,345$298K0.25%013F-HRTimeline
HEADINVEST, LLC3,332$297K0.06%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,307$295K0.02%+1,03513F-HRTimeline
Arrowroot Family Office, LLC3,303$294K0.15%+13113F-HRTimeline
AssuredPartners Investment Advisors, LLC3,294$293K0.06%13F-HRTimeline
Charter Oak Capital Management, LLC3,292$293K0.03%-29513F-HRTimeline
PINNEY & SCOFIELD, INC.3,278$292K0.22%13F-HRTimeline
Keystone Financial Group3,275$292K0.03%-7713F-HRTimeline
Life Planning Partners, Inc3,274$292K0.27%+313F-HR/ATimeline
Financial Insights, Inc.3,272$291K0.11%-1,00013F-HRTimeline
Anson Capital, Inc.3,273$291K0.25%-29613F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,260$290K0.06%13F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,255$290K<0.01%013F-HRTimelineGroup
M1 Capital Management LLC3,255$290K0.16%13F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC3,244$289K0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC3,233$288K0.12%+78113F-HRTimeline
Cannon Financial Strategists, Inc.3,231$288K0.05%+41513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,229$288K0.02%+19513F-HRTimelineGroup
Insight Advisors, LLC/ PA3,245$287K0.05%-15413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,204$286K<0.01%-1,30013F-HRTimeline
Wealth Architects, LLC3,209$286K0.03%-13613F-HRTimeline
Equita Financial Network, Inc.3,199$285K0.1%-10613F-HRTimeline
Horan Capital Advisors, LLC.3,198$285K0.1%013F-HRTimeline
Stegent Equity Advisors, Inc.3,188$284K0.29%+50713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,163$282K0.16%013F-HRTimeline
Colony Family Offices, LLC3,159$281K0.09%013F-HRTimeline
Stonebridge Financial Group, LLC3,159$281K0.03%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,146$280K0.02%+96813F-HR/ATimelineGroup
Fortis Capital Management LLC3,145$280K0.05%new13F-HRTimeline
SAGE RHINO CAPITAL LLC3,123$278K0.06%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,120$278K0.01%013F-HRTimeline
PBMares Wealth Management LLC3,116$278K0.06%-2213F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV3,110$277K0.15%-28013F-HRTimeline
AllSquare Wealth Management LLC3,107$277K0.16%-2013F-HRTimeline
BARD ASSOCIATES INC3,107$277K0.09%new13F-HRTimeline
Oceanside Advisors LLC3,098$276K0.21%+49813F-HRTimeline
Cassady Schiller Wealth Management, LLC3,092$275K0.1%-33713F-HRTimeline
Valeo Financial Advisors, LLC3,090$275K0.01%-46413F-HRTimeline
Tyler-Stone Wealth Management3,084$275K0.05%+813F-HRTimeline
Birchcreek Wealth Management, LLC3,042$271K0.17%+213F-HRTimeline
Paulson Wealth Management Inc.3,039$271K0.07%-48813F-HRTimeline
Axis Wealth Partners, LLC3,031$270K0.23%13F-HRTimeline
Hoxton Planning & Management, LLC3,028$270K0.1%+15513F-HRTimeline
Columbia Bank3,085$270K0.09%+6413F-HRTimeline
Paladin Advisory Group, LLC3,023$269K0.21%-6813F-HRTimeline
Harbour Capital Advisors, LLC3,000$268K0.06%013F-HRTimeline
Lincoln Capital LLC3,000$267K0.06%013F-HRTimeline
SFG Wealth Management, LLC.3,000$267K0.14%+93813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,000$267K0.1%013F-HR/ATimeline
Heritage Family Offices, LLP2,998$267K0.13%-34813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$267K0.15%new13F-HRTimeline
American Money Management, LLC2,994$267K0.05%+8213F-HRTimeline
TCP Asset Management, LLC2,993$267K0.06%-85,06413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,992$267K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC2,984$266K0.09%013F-HRTimeline
Bristlecone Advisors, LLC2,972$265K0.02%-70013F-HRTimeline
Seneschal Advisors, LLC2,966$264K0.22%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,963$264K0.03%-51313F-HRTimeline
FreeGulliver LLC2,937$262K0.14%-8013F-HRTimeline
Murphy & Mullick Capital Management Corp2,933$261K0.24%13F-HRTimeline
Moors & Cabot, Inc.2,930$261K0.01%-60013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,929$261K0.1%013F-HRTimeline
Perennial Investment Advisors, LLC2,929$261K0.03%+47013F-HRTimeline
Granite FO LLC2,924$260K0.15%013F-HRTimeline
Iron Horse Wealth Management, LLC2,915$260K0.09%-31913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,914$260K0.03%-10013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…2,900$258K0.05%-25013F-HRTimelineGroup
Hopwood Financial Services, Inc.2,895$258K0.2%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC9,201$258K0.14%13F-HRTimeline
Sprinkle Financial Consultants LLC2,886$257K0.17%+5113F-HRTimeline
Knollwood Investment Advisory, LLC2,877$256K0.03%013F-HRTimeline
Affiance Financial, LLC2,874$256K0.06%-76813F-HRTimeline
Jupiter Wealth Management LLC2,874$256K0.13%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,923$256K0.04%-73413F-HRTimeline
Davis Capital Management2,870$256K0.21%+1713F-HRTimeline
Cranbrook Wealth Management, LLC2,868$255K0.06%-4913F-HRTimeline
Leeward Financial Partners, LLC2,864$255K0.09%-1,28713F-HRTimeline
PROFFITT & GOODSON INC2,861$255K0.04%013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC2,845$253K0.16%013F-HRTimeline
ADE, LLC2,842$253K0.16%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC2,837$253K0.01%-7413F-HRTimeline
Ignite Planners, LLC2,823$253K0.06%-6513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,825$252K0.05%new13F-HRTimeline
Alexander Randolph Advisory, Inc.2,821$251K0.23%013F-HRTimeline
Quad-Cities Investment Group, LLC2,817$251K0.12%+65413F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,813$251K0.18%-3313F-HRTimeline
ETF Store, Inc.2,811$250K0.31%+6813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,819$250K<0.01%new13F-HRTimelineGroup
McAdam, LLC2,795$249K0.01%-20113F-HRTimeline
RBA Wealth Management, LLC2,791$249K0.09%+33113F-HRTimeline
Compass Financial Group, INC/SD2,790$249K0.05%-13213F-HRTimeline
Bensler, LLC2,790$249K0.03%+5813F-HRTimeline
Landmark Wealth Management, LLC2,782$248K0.11%+213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,777$247K<0.01%013F-HRTimeline
Safeguard Financial, LLC2,758$246K0.05%-1,49513F-HRTimeline
Joseph P. Lucia & Associates, LLC2,753$245K0.11%+17313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,739$244K0.16%+8613F-HRTimeline
RDA Financial Network2,738$244K0.07%-38913F-HRTimeline
MorganRosel Wealth Management, LLC2,735$244K0.08%+3113F-HRTimeline
W.H. Cornerstone Investments Inc.2,721$242K0.16%+4513F-HRTimeline
Ledyard National Bank2,719$242K0.02%-10013F-HRTimeline
Van Hulzen Asset Management, LLC2,715$242K0.02%+29513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,701$241K0.18%13F-HR/ATimelineGroup
BEACON FINANCIAL GROUP2,677$238K0.03%013F-HRTimeline
Center for Financial Planning, Inc.2,671$238K0.03%013F-HRTimeline
CAPITAL ADVISORS INC/OK2,670$238K<0.01%+23013F-HRTimeline
Keudell/Morrison Wealth Management2,652$236K0.06%new13F-HRTimeline
Old North State Trust, LLC2,645$236K0.15%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,570$236K0.09%013F-HRTimeline
PFG Advisors2,640$235K0.01%-28713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,636$235K<0.01%new13F-HRTimelineGroup
SC&H Financial Advisors, Inc.2,635$235K0.05%+3813F-HRTimeline
Brickley Wealth Management2,630$234K0.05%+21813F-HRTimeline
Gemmer Asset Management LLC2,629$234K0.02%+4613F-HRTimeline