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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
GW&K Investment Management, LLC300$27K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP300$27K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO300$26.7K0.01%013F-HRTimeline
Decker Retirement Planning Inc.297$26.5K0.02%13F-HRTimeline
GODSEY & GIBB, INC291$25.9K<0.01%new13F-HRTimeline
Howard Capital Management Group, LLC288$25.7K<0.01%new13F-HRTimeline
Rise Advisors, LLC278$24.8K0.01%-13013F-HRTimeline
Gen-Wealth Partners Inc277$24.7K0.01%+213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…274$24.4K0.01%013F-HRTimeline
Sterling Capital Management LLC272$24.2K<0.01%013F-HRTimeline
Balentine LLC272$24.2K<0.01%013F-HRTimeline
JNBA Financial Advisors260$23.2K<0.01%-10413F-HRTimeline
Joseph Group Capital Management256$22.8K0.01%-7713F-HRTimeline
Longview Financial Advisors LLC254$22.6K0.02%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC243$21.7K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC229$20.4K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.227$20.2K<0.01%013F-HR/ATimeline
Quest 10 Wealth Builders, Inc.227$20.2K0.02%13F-HRTimeline
MTM Investment Management, LLC225$20K0.01%013F-HRTimeline
Millstone Evans Group, LLC225$20K0.01%13F-HRTimeline
Values First Advisors, Inc.225$20K0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS220$19.6K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC220$19.6K0.01%013F-HRTimeline
Sunbelt Securities, Inc.220$19.5K<0.01%-9513F-HRTimeline
Eukles Asset Management218$19.4K0.01%-1013F-HRTimeline
ORG Partners LLC209$18.7K<0.01%+113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC205$18.3K0.01%-313F-HRTimeline
Legacy Bridge, LLC204$18.2K0.01%013F-HRTimeline
Solstein Capital, LLC200$17.8K0.01%013F-HRTimeline
Dakota Community Bank & Trust NA199$17.7K0.08%013F-HRTimeline
Transce3nd, LLC199$17.7K0.01%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV194$17.3K0.01%-6413F-HRTimeline
PSI Advisors, LLC189$16.8K<0.01%-6613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…175$16K0.01%013F-HRTimeline
S&T Bank/PA175$15.6K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC175$15.6K0.01%13F-HRTimeline
Measured Risk Portfolios, Inc.171$15.2K0.02%13F-HRTimeline
Parkworth Wealth Management, Inc.170$15.1K0.01%13F-HRTimeline
Ulland Investment Advisors, LLC170$15K0.01%013F-HRTimeline
Fortis Group Advisors, LLC167$14.9K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC156$13.9K<0.01%-9913F-HRTimeline
Coastline Trust Co150$13.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …148$13.2K<0.01%+113F-HRTimelineGroup
EASTERN BANK148$13.2K<0.01%-12213F-HRTimeline
Quent Capital, LLC140$12.5K<0.01%new13F-HRTimeline
Sound Financial Strategies Group, LLC136$12.1K0.01%013F-HRTimeline
SRH ADVISORS, LLC134$11.9K<0.01%013F-HRTimeline
EnRich Financial Partners LLC133$11.8K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC133$11.8K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC130$11.6K0.01%-45113F-HRTimeline
Capital Investment Counsel, Inc130$11.6K<0.01%013F-HRTimeline
WR Wealth Planners, LLC130$11.6K<0.01%013F-HRTimeline
Pineridge Advisors LLC129$11.5K<0.01%-17113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC129$11.5K0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC128$11.4K<0.01%-52313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN124$11.1K<0.01%+213F-HRTimeline
Bollard Group LLC121$11K<0.01%+213F-HRTimeline
ARVEST INVESTMENTS, INC.122$10.9K<0.01%-2913F-HRTimeline
Global Financial Private Client, LLC119$10.6K<0.01%013F-HRTimeline
Northwest Capital Management Inc117$10.4K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc117$10.4K<0.01%013F-HRTimeline
Friedenthal Financial106$9.44K0.01%-1,23113F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd104$9.26K<0.01%13F-HRTimelineGroup
Kiely Wealth Advisory Group, Inc.92$8.43K0.01%013F-HRTimeline
Centricity Wealth Management, LLC85$7.57K0.01%13F-HRTimeline
Tower View Wealth Management LLC83$7.36K<0.01%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC76$7K0.01%013F-HRTimeline
SIERRA OCEAN, LLC77$6.89K0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.73$6.5K0.01%13F-HRTimeline
Winthrop Capital Management, LLC57$5K<0.01%new13F-HRTimeline
Robinswood Financial LLC53$4.75K<0.01%+113F-HRTimeline
Ridgewood Investments LLC53$4.72K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners51$4.51K<0.01%+113F-HRTimelineGroup
Hoese & Co LLP50$4.45K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC49$4.37K<0.01%013F-HRTimeline
Brooklyn Investment Group49$4.33K<0.01%new13F-HRTimeline
Versant Capital Management, Inc49$4.32K<0.01%013F-HRTimeline
GoalVest Advisory LLC44$3.92K<0.01%013F-HRTimeline
GS Investments, Inc.43$3.83K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP40$3.56K<0.01%+2013F-HRTimeline
Innovative Advisory Group, LLC39$3.47K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO35$3.12K<0.01%013F-HRTimelineGroup
Security National Bank34$3.03K<0.01%new13F-HRTimeline
Investors Research Corp34$3.03K<0.01%+313F-HRTimeline
Coston, McIsaac & Partners36$3K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC31$3K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC33$2.94K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC33$2.94K<0.01%new13F-HRTimeline
Heck Capital Advisors, LLC31$2.76K<0.01%013F-HR/ATimeline
IMG Wealth Management, Inc.30$2.67K<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…28$2.49K<0.01%-213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC23$2.05K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA22$1.96K<0.01%13F-HRTimeline
REAP Financial Group, LLC21$1.87K<0.01%013F-HRTimeline
Bullock Wealth Management Group21$1.87K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.20$1.78K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC18$1.6K<0.01%013F-HRTimeline
Fairscale Capital, LLC18$1.6K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp16$1.43K<0.01%-26,18413F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$1.34K<0.01%013F-HR/ATimeline
Legacy Investment Solutions, LLC14$1.28K<0.01%-58213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14$1.28K<0.01%-58213F-HRTimelineGroup
Central Pacific Bank - Trust Division12$1.07K<0.01%013F-HRTimeline
Evolution Advisers, Inc.20$1K<0.01%013F-HRTimeline
Gould Capital, LLC11$980<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.11$947<0.01%13F-HRTimeline
Painted Porch Advisors LLC11$937<0.01%-3,52713F-HRTimeline
New Millennium Group LLC8$713<0.01%new13F-HRTimeline
Activest Wealth Management7$631<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.6$5510.05%-6,14813F-HRTimeline
Prudent Man Investment Management, Inc.6$535<0.01%13F-HRTimeline
Addison Advisors LLC4$397<0.01%-38313F-HRTimeline
Signature Resources Capital Management,…3$243<0.01%-5213F-HRTimeline
Darwin Wealth Management, LLC2$178<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL1$62<0.01%013F-HRTimeline
Bellwether Advisors, LLC1$47<0.01%new13F-HRTimeline
NewSquare Capital LLC0$14<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
West Oak Capital, LLC1$1<0.01%013F-HR/ATimeline
Householder Group Estate & Retirement S…6$00%-42513F-HRTimelineValue filed as zero, left out of ratios.
Modus Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD5,827$519-120,46713F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Edge Capital Group, LLC4$938K-9,21213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.