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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
Creative Planningin group Creative Planning14,891,985$1.33B1.29%-1,264,85913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,373,632$1.1B0.08%+70,20013F-HR/ATimelineGroup
Empower Advisory Group, LLC11,793,797$1.05B3.54%+370,50313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,288,071$916M0.08%-1,071,90413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,596,796$855M0.07%-382,22013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,050,612$806M0.68%+544,26813F-HRTimelineGroup
Wealthfront Advisers LLC8,535,038$760M2.22%+428,37113F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\5,665,065$505M0.66%+585,65713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,654,494$415M0.1%+227,20213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…4,585,487$408M1.65%013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,160,901$371M0.51%-219,35013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,517,899$313M0.06%-2,372,99213F-HRTimelineGroup
Caisse de depot et placement du Quebec3,358,900$299M0.62%new13F-HRTimeline
Financial Engines Advisors L.L.C.3,347,662$298M0.63%-54,14313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,859,419$255M-797,997Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,270,349$202M0.04%+79,95413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,905,778$170M0.29%-2,76213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,897,044$169M+229,331Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,771,365$158M-57,277Timeline
Pure Financial Advisors, LLC1,759,601$157M3.56%+99,73713F-HRTimeline
Beacon Capital Management, Inc.1,663,502$148M6.42%-41,93813F-HRTimeline
LPL Financial LLC1,649,466$147M0.06%+118,31913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,425,091$127M0.11%-155,02513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,393,858$124M0.05%13F-HR/ATimelineGroup
State of Tennessee, Department of Treas…1,391,952$124M0.45%-936,83213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,355,498$121M0.03%-1,228,41413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,289,388$115M0.08%-54,03213F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.1,244,457$111M12.94%+36,25513F-HRTimeline
Gibson Capital, LLC1,204,184$107M21.94%-15,98513F-HRTimeline
Cetera Investment Advisers1,198,319$107M0.22%-14,92313F-HRTimeline
Ballentine Partners, LLC1,196,218$107M1.83%+40,44513F-HRTimeline
Millburn Ridgefield LLC /DE/1,166,146$104M2.6%+184,19913F-HRTimeline
Catalyst Capital Advisors LLC1,166,146$104M2.21%+184,19913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,139,659$101M0.17%+152,56513F-HRTimelineGroup
Vanderbilt University1,123,130$100M19.61%+10,65013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC979,815$87.3M0.02%-6,82613F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding955,261$85.1M-1,354Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.901,700$80.3M0.09%+268,80013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…894,569$79.7M0.67%-13,61113F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA894,475$79.7M0.41%-44,18513F-HRTimelineGroup
REBALANCE, LLC884,507$78.8M5.89%-42,69713F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…850,000$75.7M0.16%-1,300,00013F-HRTimeline
Sand Hill Global Advisors, LLC836,245$74.5M3.15%+13,29313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.834,703$74.4M0.47%+17,59913F-HRTimeline
Seven Post Investment Office LP809,447$72.1M27.6%+9,27213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC793,112$70.7M0.19%+1,10713F-HRTimelineGroup
HighTower Advisors, LLC790,563$70.4M0.1%-5,77313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC763,932$68.1M0.3%+129,07813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.751,441$67M0.15%+11,55213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC739,207$65.8M0.06%+729,78813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC728,590$64.9M0.09%-13,14113F-HRTimeline
LifeGuide Financial Advisors, LLC664,726$59.2M25.4%+6,52313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP645,322$57.5M0.06%+6,22913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…618,875$55.1M0.08%+506,84013F-HRTimelineGroup
FINANCIAL COUNSELORS INC617,581$55M0.8%+26,43313F-HRTimeline
1832 Asset Management L.P.599,454$53.4M0.1%+31,14013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS582,710$51.9M0.04%-392,75013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC554,118$49.4M0.05%-371,48513F-HRTimeline
First Command Advisory Services, Inc.542,786$48.4M0.46%+13,70113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…540,851$48.2M0.94%-11,44813F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO524,956$46.8M0.88%+329,49413F-HRTimeline
Passive Capital Management, LLC.512,388$45.6M16.06%+4,65113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding506,374$45.2M+143,336Timeline
Efficient Advisors, LLC501,257$44.7M2.88%+2,46513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…479,365$42.7M0.11%+5,09313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC474,857$42.3M0.59%-10,03113F-HRTimeline
First Financial Bankshares Inc471,699$42M0.91%+3,05613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC445,162$39.7M0.81%+388,50613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP438,793$39.1M0.57%+29,21013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp417,390$37.2M0.13%-1,44613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd407,820$36.3M0.73%new13F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC400,765$35.7M2.07%+1,78313F-HRTimeline
Capital Investment Advisors, LLC395,850$35.3M0.72%+42,67113F-HRTimeline
Prime Capital Investment Advisors, LLC387,304$34.5M0.5%-10,47313F-HRTimeline
Atria Wealth Solutions, Inc.378,468$33.7M0.37%+106,21913F-HRTimeline
Chandler Asset Management, Inc.373,858$33.3M6.36%+2,22013F-HRTimeline
Empirical Financial Services, LLC d.b.a…371,960$33.1M0.9%-17,72213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding371,755$33.1M-322,495Timeline
Garde Capital, Inc.351,251$31.3M2.06%-1,07413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.343,058$30.6M0.06%+55,68713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…341,756$30.4M0.06%+2,46913F-HR/ATimeline
KWMG, LLC339,870$30.3M3.12%+25613F-HRTimeline
SCS Capital Management LLC338,360$30.1M0.62%-2,66013F-HRTimeline
Disciplina Capital Management LLC337,848$30.1M5.07%+12,82313F-HRTimeline
Comprehensive Financial Management LLC328,338$29.2M0.81%013F-HRTimeline
Glenview Trust Co321,652$28.7M0.54%+62,58313F-HRTimeline
Cambridge Investment Research Advisors,…308,234$27.5M0.09%-4,23113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC304,281$27.1M0.88%-6,04513F-HRTimeline
Falcon Wealth Planning302,891$27M3.01%+13,72513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.298,535$26.6M0.05%+281,28213F-HRTimelineGroup
Carlson Capital Management297,951$26.5M1.16%+22,09713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC283,762$25.3M0.83%+21,58113F-HRTimeline
Pacific Life Fund Advisors LLC282,219$25.1M2.61%+10,58113F-HRTimeline
MassMutual Private Wealth & Trust, FSB280,020$24.9M0.7%+21,64413F-HRTimeline
Rockwood Wealth Management, LLC282,426$24.9M2.69%-10,26213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV272,176$24.2M0.06%+203,26213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC271,852$24.2M1.28%+34,54513F-HRTimelineGroup
Wealthspire Advisors, LLC269,037$24M0.24%+19,90513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.267,986$23.9M3.99%+36,44513F-HRTimeline
HHM Wealth Advisors, LLC265,615$23.7M3.22%+8,86313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS260,779$23.2M0.07%-4,57113F-HRTimeline
Conservest Capital Advisors, Inc.260,538$23.2M2.4%-23,78713F-HRTimeline
FOSTER & MOTLEY INC259,596$23.1M1.5%-12,43813F-HRTimeline
Whelan Financial252,989$22.5M8.86%+1,74913F-HRTimeline
Omega Financial Group, LLC250,005$22.3M8.43%+16,11613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO248,858$22.2M1.37%+7,75513F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…245,000$21.8M0.13%+115,00013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP239,684$21.4M<0.01%+19,95113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC239,556$21.3M0.42%+46,37013F-HRTimelineGroup
JMG Financial Group, Ltd.229,208$20.4M0.7%-5,35013F-HRTimeline
McIlrath & Eck, LLC228,591$20.4M2.6%+8,39113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC227,828$20.3M7.45%+12,72613F-HRTimeline
Kohmann Bosshard Financial Services, LLC225,884$20.1M2.41%+12,42113F-HRTimeline
Tanglewood Wealth Management, Inc.224,820$20M2.31%+73,54613F-HRTimeline
Maryland State Retirement & Pension Sys…214,500$19.1M0.41%013F-HRTimeline
SACHEM HILL LLC214,489$19.1M3.99%+2,05913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding211,430$18.8M+20,273Timeline
FMR LLCin group FMR LLC210,657$18.8M<0.01%+117,20013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…210,526$18.8M1.4%+90013F-HRTimeline
Fairfield University205,407$18.3M9.79%+1,96213F-HRTimeline
Austin Asset Management Co Inc203,806$18.2M3.61%+15,61813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP202,270$18M0.03%-1,99613F-HRTimelineGroup
COMERICA BANK202,108$18M0.07%+18,11813F-HR/ATimeline
Rodgers & Associates, LTD198,834$17.7M2.11%+17,11913F-HRTimeline
Valmark Advisers, Inc.194,410$17.3M0.27%+21,89013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC192,064$17.1M0.01%+36,26513F-HRTimelineGroup
MOLLER WEALTH PARTNERS192,027$17.1M4.5%-98813F-HRTimeline
Roble, Belko & Company, Inc191,374$17M2.71%+22,26213F-HRTimeline
TIAAgroup of 2 filers holding189,138$16.8M-31,370Timeline
B & T Capital Management DBA Alpha Capi…188,943$16.8M3.08%+2,69013F-HRTimeline
DecisionPoint Financial, LLC188,435$16.8M5.13%+7,99413F-HRTimeline
MAI Capital Management188,305$16.8M0.12%+85,33213F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC187,894$16.7M3.85%+12,92113F-HRTimeline
BLAIR WILLIAM & CO/IL187,640$16.7M0.05%-3,38713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding186,965$16.7M+7,641Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC185,538$16.5M0.51%-2,93213F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.179,441$16M1.48%+84713F-HRTimeline
ALTFEST L J & CO INC179,319$16M2.04%+2,72913F-HRTimeline
SWAN Capital LLC178,231$15.9M7.75%+20,07813F-HRTimeline
Pacific Center for Financial Services175,617$15.6M4.03%+4,29513F-HRTimeline
DEFINE FINANCIAL, LLC172,963$15.4M11.63%13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC172,904$15.4M1.01%+3,62713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK169,561$15.1M0.09%-6,90913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding169,324$15.1M-5,857Timeline
AWM CAPITAL, LLC167,463$14.9M1.83%-7,91313F-HRTimeline
ALLIANCEBERNSTEIN L.P.163,210$14.5M<0.01%+2,90213F-HRTimeline
TrueWealth Financial Partners162,140$14.4M8.96%+1,12513F-HRTimeline
SAGE FINANCIAL GROUP INC162,018$14.4M1.16%+29,22513F-HRTimeline
Firestone Capital Management161,756$14.4M3.58%-3,07513F-HRTimeline
Enterprise Bank & Trust Co161,716$14.4M4.74%+8,02613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC160,435$14.3M0.02%+32,43013F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC160,015$14.3M0.66%-43,88313F-HRTimeline
GREENWOOD GEARHART LLC155,824$13.9M0.96%+7,46713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …155,758$13.9M0.01%-41,63613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding155,144$13.8M-8,989Timeline
BAILARD, INC.153,335$13.7M0.35%+913F-HRTimeline
Hurlow Wealth Management Group, Inc.152,367$13.6M4.24%+3,64113F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC152,065$13.5M8.68%+5,01613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC152,042$13.5M0.03%new13F-HRTimelineGroup
NWAM LLC151,369$13.5M0.83%-38313F-HRTimeline
Ashton Thomas Private Wealth, LLC150,968$13.4M0.52%+9,86113F-HRTimeline
RTD Financial Advisors, Inc.149,476$13.3M1.71%-167,05013F-HRTimeline
Partners in Financial Planning147,789$13.2M2.69%-5,97513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/146,856$13.1M2.75%+10,55213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC145,742$13M0.08%+8,37513F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC144,611$12.9M6.06%+1,14213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.141,269$12.8M0.6%-3,17913F-HRTimelineGroup
Elm Partners Management LLC143,362$12.8M0.87%-147,69513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA142,957$12.7M2.9%+9413F-HRTimeline
Avion Wealth139,869$12.5M3.2%-24,44713F-HRTimeline
LRI Investments, LLC139,513$12.4M1.2%+46113F-HRTimeline
Fort Henry Capital, LLC138,294$12.3M8.81%-4,30113F-HRTimeline
GTS SECURITIES LLC137,994$12.3M0.6%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/137,370$12.2M0.01%-15,23813F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp136,584$12.2M0.37%-6,17813F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas135,799$12.1M7.12%+9,52713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC134,087$11.9M0.94%-54,09213F-HRTimeline
Ellevest, Inc.133,416$11.9M0.69%-1,10713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP132,694$11.8M<0.01%+2,68613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC132,352$11.8M0.04%-1,38513F-HRTimeline
Private Advisor Group, LLC131,821$11.7M0.07%-6,69613F-HRTimeline
Wrenne Financial Planning LLC130,712$11.6M6.62%+8,93913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC127,437$11.4M0.42%+5,31613F-HRTimeline
Financial Advisory Corp125,149$11.1M1.95%13F-HRTimeline
Johnson Financial Group, LLC125,144$11.1M1.31%-5,94713F-HRTimeline
Rathbones Group PLC124,554$11.1M0.05%-3,18113F-HRTimeline
Steward Partners Investment Advisory, L…123,914$11M0.1%+6,55513F-HRTimeline
Trilogy Capital Inc.123,710$11M0.57%+1,04913F-HRTimeline
VESTOR CAPITAL, LLC123,039$11M0.84%-75213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC122,373$10.9M0.24%+3,07513F-HRTimelineGroup
Sequoia Financial Advisors, LLC122,229$10.9M0.1%+88,00413F-HR/ATimeline
Modera Wealth Management, LLC122,137$10.9M0.13%-2,51213F-HRTimeline
Plancorp, LLC121,638$10.8M0.45%+12013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP127,058$10.5M0.01%new13F-HRTimelineGroup
New Hampshire Trust118,215$10.5M2.22%-1,37413F-HRTimeline
Navalign, LLC118,108$10.5M3.09%+96813F-HRTimeline
Beacon Pointe Advisors, LLC117,829$10.5M0.12%-5,29613F-HRTimeline
One Day In July LLC116,364$10.4M1.09%-77,26913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP115,159$10.3M0.28%-135,84713F-HRTimeline
GenTrust, LLC114,856$10.2M0.45%+15,87413F-HRTimeline