Skip to content
Disclosery

VNQ VANGUARD INDEX FDS

Follow

SHS (fund)

1,791 managers (1,812 13F filers) reported a position in VNQ shares at 2026-06-30, 227,659,422 shares in all. 121 filers opened a position and 92 filers sold out during the quarter.

Managers
1,791
13F filers
1,812
New
121
Added
763
Reduced
623
Sold out
92
Shares held by filers
227,659,422

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SWS Partners2,766$267K0.06%+613F-HRTimeline
Texas Capital Bank Wealth Management Se…2,765$267K0.01%013F-HRTimeline
American State Bank (Iowa)2,760$266K0.11%+33213F-HRTimeline
ETF Store, Inc.2,748$265K0.22%+1713F-HRTimeline
TrustBankin group TrustBank2,726$263K0.09%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,718$262K0.04%013F-HRTimelineGroup
Sovereign Financial Group, Inc.2,711$261K0.04%-91313F-HRTimeline
Haverford Trust Co2,710$261K<0.01%-6913F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,705$261K0.03%013F-HRTimelineGroup
BALLAST ADVISORS LLC2,698$260K0.06%+44513F-HRTimeline
1015 Capital Partners, LLC2,697$260K0.22%-57113F-HRTimeline
Anchor Bay Capital, Inc.2,667$259K0.14%13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,683$259K0.06%013F-HRTimelineGroup
Alpine Global Management, LLC2,681$259K0.04%new13F-HRTimeline
Crestwood Advisors Group, LLC2,679$258K<0.01%-11113F-HRTimeline
Columbia River Financial Group, LLC2,682$258K0.14%+513F-HRTimeline
Integrity Advisory Solutions, LLC2,655$256K0.03%new13F-HRTimeline
Zinnia Wealth Advisory, LLC2,644$255K0.26%-2,23313F-HRTimeline
Scarborough Advisors, LLC2,585$255K0.03%+2,58413F-HRTimeline
Compass Financial Group, INC/SD2,637$254K0.03%-13613F-HRTimeline
Davis Capital Management2,636$254K0.15%-2413F-HRTimeline
Procyon Advisors, LLC2,636$254K0.01%013F-HRTimeline
Bath Savings Trust Co2,614$252K0.03%-4,15713F-HRTimeline
VESTOR CAPITAL, LLC833$252K0.02%-120,72313F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC2,601$251K<0.01%013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.2,594$250K0.13%-25513F-HRTimeline
RCW Management, LLC2,586$249K0.22%013F-HRTimeline
AlphaCentric Advisors LLC2,583$249K0.21%+1,50813F-HRTimeline
Disciplina Capital Management LLC2,582$249K0.03%-4313F-HRTimeline
ENTREWEALTH, LLC2,525$248K0.09%new13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,564$247K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC2,560$247K0.02%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,560$247K0.04%013F-HRTimeline
TRUST POINT INC.2,554$246K0.02%013F-HRTimeline
RBA Wealth Management, LLC2,544$245K0.09%-23813F-HRTimeline
Smith & Howard Wealth Management, LLC2,537$245K0.05%-1113F-HRTimeline
LEE DANNER & BASS INC2,534$244K0.01%013F-HRTimeline
Finward Bancorp2,532$244K0.19%-28013F-HRTimeline
Level Financial Advisors2,531$244K0.05%-25013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,530$244K0.08%-44913F-HRTimeline
Ignite Planners, LLC2,529$244K0.03%-12513F-HRTimeline
HORIZON BANCORP INC /IN/2,519$243K0.11%013F-HRTimeline
Indivisible Partners2,499$241K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,495$241K<0.01%-44513F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd2,488$240K<0.01%-1,99813F-HRTimelineGroup
Luminvest Wealth Management LLC2,488$240K0.06%+1613F-HRTimeline
Curtis Advisory Group, LLC2,487$240K0.05%013F-HRTimeline
Strengthening Families & Communities, L…2,487$240K0.05%-6413F-HRTimeline
Gilbert & Cook, Inc.2,480$239K0.03%+10213F-HRTimeline
Kingdom Financial Group LLC.2,474$239K0.06%+1,98613F-HRTimeline
Pekin Hardy Strauss, Inc.2,463$237K0.02%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,462$237K0.01%+5913F-HRTimeline
Patten Group, Inc.2,460$237K0.04%-2913F-HRTimeline
Orin Green Financial, LLC2,459$237K0.09%013F-HRTimeline
TCP Asset Management, LLC2,453$237K0.03%-1313F-HRTimeline
Waterloo Capital, L.P.2,445$236K0.01%+10713F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,445$236K0.12%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,438$235K0.01%-54513F-HRTimeline
Onyx Bridge Wealth Group LLC2,428$234K0.02%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2,428$234K0.05%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC2,428$234K0.13%new13F-HRTimeline
Navis Wealth Advisors, LLC2,425$234K0.09%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,423$234K0.03%013F-HRTimeline
CGC Financial Services, LLC2,405$232K0.05%013F-HRTimeline
BlueStem Wealth Partners, LLC2,403$232K0.02%+2113F-HRTimeline
Capital Asset Advisory Services LLC2,401$232K0.01%-6513F-HRTimeline
Oak Asset Management, LLC2,393$231K0.07%+4513F-HRTimeline
Paladin Advisory Group, LLC2,387$230K0.15%-17313F-HRTimeline
LM Advisors LLC2,389$230K0.03%+2,16113F-HRTimeline
WorthPointe, LLC2,374$229K0.06%new13F-HRTimeline
Ledyard National Bank2,369$228K0.02%013F-HRTimeline
Brickley Wealth Management2,352$227K0.03%013F-HRTimeline
Eagle Bluffs Wealth Management LLC2,348$226K0.08%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,344$226K0.01%+1213F-HRTimeline
Duncan Williams Asset Management, LLC2,335$225K0.05%-44613F-HRTimeline
Townsend Financial Planning, LLC2,312$223K0.19%+113F-HRTimeline
Mine & Arao Wealth Creation & Managemen…2,309$223K0.08%new13F-HRTimeline
Members Trust Co2,307$222K0.01%new13F-HRTimeline
Sensible Money, LLC2,304$222K0.06%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,304$222K0.02%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,300$222K0.01%new13F-HRTimelineGroup
Independent Advisor Alliance2,288$221K0.01%-10,39313F-HRTimeline
HighPoint Advisor Group LLC2,286$220K0.01%-29713F-HRTimeline
CHAPIN DAVIS, INC.2,272$219K0.04%-5,34413F-HRTimeline
USA FINANCIAL FORMULAS2,265$218K0.04%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,264$218K0.1%+713F-HRTimeline
Nicholas Hoffman & Company, LLC.2,262$218K<0.01%+113F-HRTimeline
Fortis Capital Management LLC2,258$218K0.02%013F-HRTimeline
Prospera Capital Management, LLC2,232$217K0.07%new13F-HRTimeline
Paulson Wealth Management Inc.2,250$217K0.05%new13F-HRTimeline
Old Mission Investment Co LLC2,250$217K0.05%new13F-HRTimeline
First Citizens Asset Management, Inc.2,245$216K0.07%new13F-HRTimeline
OBSIDIAN CIO, LLC2,241$216K0.16%+1213F-HRTimeline
Berger Financial Group, Inc2,219$214K0.01%-50013F-HRTimeline
Tempo Wealth, LLC2,218$214K0.03%new13F-HRTimeline
ASL Financial, LLC2,216$214K0.15%new13F-HRTimeline
Wood Tarver Financial Group, LLC2,218$213K0.05%new13F-HRTimeline
Lauterbach Financial Advisors, LLC2,204$213K0.09%new13F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,200$212K0.04%013F-HRTimeline
Drucker Wealth 3.0, LLC2,197$212K0.03%-31413F-HRTimeline
Legacy Private Trust Co.2,190$211K0.01%new13F-HRTimeline
W.H. Cornerstone Investments Inc.2,186$211K0.12%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,179$210K0.02%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC2,367$210K0.01%013F-HRTimeline
Ironwood Financial, llc2,146$210K0.03%new13F-HRTimeline
Greenline Partners, LLC2,166$209K0.02%new13F-HRTimeline
Heartland Bank & Trust Co2,163$209K0.04%new13F-HRTimeline
Hilltop National Bank2,160$208K0.04%013F-HRTimeline
Carolina Wealth Management Inc2,160$208K0.1%13F-HRTimeline
Lodestone Wealth Management LLC2,160$208K0.07%-10213F-HRTimeline
Element Wealth, LLC2,152$208K0.08%new13F-HRTimeline
Triad Wealth Partners, LLC2,094$207K0.01%new13F-HRTimeline
Legacy Financial Strategies, LLC2,149$207K0.03%new13F-HRTimeline
3 FACTOR INDEXING, LLC2,143$207K0.17%-47913F-HRTimeline
Dynamic Wealth Strategies, LLC2,143$207K0.11%-7213F-HRTimeline
TOWER TRUST & INVESTMENT Co2,141$206K0.13%-73913F-HRTimeline
Approach Retirement Advisors, LLC2,137$206K0.15%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,137$206K0.06%new13F-HRTimeline
Cottage Street Advisors LLC2,132$206K0.08%new13F-HRTimeline
GW&K Investment Management, LLC2,125$205K<0.01%013F-HRTimeline
Hegarty Advisors, LLC2,123$205K0.14%new13F-HRTimeline
United Advisor Group, LLC2,119$204K0.02%-27513F-HRTimeline
Moss Adams Wealth Advisors LLC2,118$204K0.01%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$204K0.05%new13F-HRTimelineAmount filed as zero, left out of ratios.
CIDEL ASSET MANAGEMENT INC2,112$204K0.01%new13F-HRTimeline
Chicago Wealth Management, Inc.2,105$203K0.07%new13F-HRTimeline
PFG Advisors2,100$203K0.01%-1,23013F-HRTimeline
Ballast Rock Private Wealth LLC2,097$202K0.09%-31713F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…2,083$201K0.02%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC2,080$201K0.05%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,056$198K0.01%-2313F-HRTimelineGroup
Citizens National Bank Trust Department1,960$189K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,876$181K0.02%-15013F-HRTimeline
Center for Financial Planning, Inc.1,869$180K0.02%-13513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,827$176K0.02%+1,79113F-HRTimeline
N.E.W. Advisory Services LLC1,795$173K0.01%013F-HRTimeline
MidFirst Bank1,700$164K0.01%013F-HRTimeline
EFG International AGin group EFG International AG1,640$158K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,606$155K0.01%-47213F-HRTimeline
Valued Wealth Advisors LLC1,598$154K0.06%-9613F-HRTimeline
Keystone Financial Group, Inc.1,538$148K0.08%+1313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,522$147K<0.01%+77013F-HRTimelineGroup
Cornerstone Planning Group LLC1,486$147K0.02%-213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,517$146K0.01%+213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,508$145K0.1%013F-HRTimeline
Glassman Wealth Services1,507$145K0.02%+58613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,500$145K<0.01%013F-HRTimelineGroup
Pingora Partners LLC1,500$145K0.08%013F-HRTimeline
Activest Wealth Management1,494$144K0.03%+1,33413F-HRTimeline
Rossby Financial, LCC1,491$144K0.03%-1,25713F-HRTimeline
OAKWORTH CAPITAL, INC.1,483$143K0.01%-1113F-HRTimeline
CX Institutional1,481$143K<0.01%+1,12713F-HRTimeline
Paladin Partners, LLC1,481$143K0.09%-1313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,455$140K<0.01%-1,63313F-HRTimelineGroup
Bare Financial Services, Inc1,434$138K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.1,434$138K0.04%new13F-HRTimeline
Elevated Capital Advisors, LLC1,415$136K0.04%+1013F-HRTimeline
First Pacific Financial1,370$132K0.02%+1113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,331$128K0.01%-69213F-HRTimeline
Downshift Financial, LLC1,327$128K0.06%-7213F-HRTimeline
Atlatl Advisers LLC1,320$127K0.03%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,317$127K0.1%+1,02813F-HRTimeline
Caitlin John, LLC1,302$126K0.07%+1,01113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,297$125K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,275$123K0.01%+91613F-HRTimeline
LOM Asset Management Ltd1,272$123K0.03%013F-HRTimeline
Urban Financial Advisory Corp1,266$122K0.03%013F-HRTimeline
Topsail Wealth Management, LLC1,260$122K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,254$121K0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,251$121K0.01%-3013F-HRTimeline
Marquette Asset Management, LLC1,250$121K0.02%013F-HRTimeline
Sachetta, LLC1,249$120K0.06%+3613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1,205$118K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,218$117K-13,273Timeline
Basepoint Wealth LLC1,210$117K0.07%+2413F-HRTimeline
Miller Global Investments, LLC1,203$116K0.1%013F-HRTimeline
Archer Investment Corp1,175$113K0.02%+19713F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,159$112K0.01%+5313F-HRTimeline
Owl Creek Wealth Partners LLC1,144$110K0.03%+12913F-HRTimeline
Roehl & Yi Investment Advisors, LLC11,334$109K0.04%013F-HRTimeline
NBH Bank1,121$108K0.05%13F-HRTimeline
ATWOOD & PALMER INC1,112$107K0.01%013F-HRTimeline
Park Place Capital Corp1,111$107K0.02%013F-HRTimeline
Hanson & Doremus Investment Management1,112$107K0.01%-59813F-HRTimeline
Outlook Capital Management, LLC1,102$106K0.03%13F-HRTimeline
KERR FINANCIAL PLANNING Corp1,101$106K0.12%+1013F-HRTimeline
Sava Infond d.o.o.1,100$106K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,100$106K0.03%013F-HRTimeline
Hickory Point Bank & Trust1,097$106K0.06%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,014$97.9K0.01%new13F-HRTimeline
SHP Wealth Management983$94.8K0.01%+46413F-HRTimeline
HOWE & RUSLING INC982$94.7K0.01%013F-HRTimeline
City State Bank966$93.2K0.02%013F-HRTimeline
CNB Bank963$92.9K0.04%013F-HRTimeline
Generali Asset Management SPA SGR960$92.6K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC947$91.3K0.02%new13F-HRTimeline
Washington Trust Advisors, Inc.929$89.6K0.01%013F-HRTimeline
J.Safra Asset Management Corp900$86.8K<0.01%-1,36513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD900$86.8K<0.01%new13F-HRTimelineGroup
Cornerstone Financial Management LLC898$86.6K0.07%013F-HR/ATimeline