# VANGUARD INDEX FDS (VNQ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VNQ/

- Reporting holders: 104
- Reported value: $294.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Pennsylvania State University](https://holderbook.com/funds/2134719-pennsylvania-state-university/) | $53.1M | 592,234 | 21.1% | 4 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $23.0M | 256,119 | 1.7% | 32 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $18.3M | 204,464 | 4.9% | 18 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $15.5M | 172,843 | 4.6% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.5M | 162,265 | 0.1% | 16 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $12.1M | 134,870 | 3.2% | 27 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $10.9M | 121,841 | 6.8% | 17 |
| [ATMOS ADVISORY, LLC](https://holderbook.com/funds/1905162-atmos-advisory-llc/) | $10.5M | 116,928 | 5.6% | 20 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $10.2M | 113,999 | 0.8% | 24 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $9.5M | 105,693 | 1.1% | 32 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $6.8M | 76,372 | 2.7% | 19 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $6.3M | 69,814 | 1.0% | 8 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $6.2M | 68,671 | 0.7% | 14 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $5.7M | 63,212 | 2.8% | 25 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $5.4M | 60,226 | 0.3% | 24 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $4.9M | 54,114 | 1.1% | 11 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $4.0M | 44,378 | 0.7% | 27 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $3.9M | 43,025 | 0.1% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.8M | 42,644 | 0.0% | 21 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $3.7M | 40,946 | 0.4% | 32 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $3.7M | 40,776 | 1.7% | 12 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $3.4M | 38,289 | 2.7% | 8 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $3.3M | 36,682 | 2.2% | 12 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.1M | 34,166 | 0.3% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.9M | 32,207 | 0.1% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 104 | $294.3M |
| Q2 2026 | 1,815 | $22.8B |
| Q1 2026 | 1,777 | $20.5B |
| Q4 2025 | 1,767 | $19.8B |
| Q3 2025 | 1,688 | $20.7B |
| Q2 2025 | 1,679 | $19.1B |
| Q1 2025 | 1,724 | $20.0B |
| Q4 2024 | 1,749 | $19.5B |
| Q3 2024 | 1,670 | $23.0B |
| Q2 2024 | 1,594 | $19.9B |
| Q1 2024 | 1,638 | $23.7B |
| Q4 2023 | 1,675 | $22.8B |