VANGUARD INDEX FDS (VNQ)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
104
Reporting holders
$294.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,711
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pennsylvania State University | $53.1M | 592,234 | 21.09% | 4q | HELD |
| KWMG, LLC | $23.0M | 256,119 | 1.65% | 32q | +1.7%+$373.4K |
| CYPRESS FINANCIAL PLANNING LLC | $18.3M | 204,464 | 4.91% | 18q | +3.5%+$623.1K |
| ACT WEALTH MANAGEMENT, LLC | $15.5M | 172,843 | 4.55% | 4q | +3.2%+$476.7K |
| Farther Finance Advisors, LLC | $14.5M | 162,265 | 0.10% | 16q | -5.7%-$884.8K |
| FC Advisory LLC | $12.1M | 134,870 | 3.17% | 27q | +5.2%+$602.0K |
| Horizons Wealth Management | $10.9M | 121,841 | 6.81% | 17q | +4.0%+$423.3K |
| ATMOS ADVISORY, LLC | $10.5M | 116,928 | 5.58% | 20q | +0.8%+$86.8K |
| Galvin, Gaustad & Stein, LLC | $10.2M | 113,999 | 0.77% | 24q | -9.1%-$1.0M |
| Peterson Wealth Advisors, LLC | $9.5M | 105,693 | 1.10% | 32q | +3.8%+$348.4K |
| Aletheian Wealth Advisors LLC | $6.8M | 76,372 | 2.75% | 19q | +5.9%+$382.5K |
| Factor Wealth Management LTD | $6.3M | 69,814 | 0.96% | 8q | +2.5%+$150.6K |
| Capital Advisors Wealth Management, LLC | $6.2M | 68,671 | 0.69% | 14q | -1.6%-$100.4K |
| Baron Financial Group, LLC | $5.7M | 63,212 | 2.76% | 25q | HELD |
| Everhart Financial Group, Inc. | $5.4M | 60,226 | 0.33% | 24q | -17.1%-$1.1M |
| BOS Asset Management, LLC | $4.9M | 54,114 | 1.13% | 11q | +4.0%+$187.2K |
| Marotta Asset Management | $4.0M | 44,378 | 0.68% | 27q | +1.0%+$40.4K |
| PARK NATIONAL CORP /OH/ | $3.9M | 43,025 | 0.10% | 32q | -11.8%-$515.6K |
| Apella Capital, LLC | $3.8M | 42,644 | 0.05% | 21q | +4.2%+$153.1K |
| Grove Bank & Trust | $3.7M | 40,946 | 0.36% | 32q | +2.4%+$86.0K |
| Kure Advisory, LLC | $3.7M | 40,776 | 1.69% | 12q | +4.0%+$142.2K |
| Frisco Financial Planning LLC | $3.4M | 38,289 | 2.67% | 8q | +0.5%+$18.4K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $3.3M | 36,682 | 2.20% | 12q | +12.0%+$351.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.1M | 34,166 | 0.27% | 9q | -0.7%-$20.4K |
| Wedmont Private Capital | $2.9M | 32,207 | 0.07% | 20q | -2.4%-$70.5K |
| MassMutual Private Wealth & Trust, FSB | $2.7M | 30,531 | 0.07% | 32q | -7.5%-$222.1K |
| Hardin Capital Partners, LLC | $2.5M | 28,033 | 1.23% | 10q | +2.2%+$53.1K |
| ROCKLAND TRUST CO | $2.3M | 25,210 | 0.09% | 32q | +14.4%+$284.8K |
| Pioneer Wealth Management Group | $2.2M | 24,343 | 0.51% | 15q | -3.2%-$72.7K |
| Sound Income Strategies, LLC | $1.9M | 21,367 | 0.09% | 32q | +3.4%+$62.4K |
| Montecito Bank & Trust | $1.9M | 21,057 | 0.29% | 31q | -1.1%-$21.2K |
| EPIQ PARTNERS, LLC | $1.6M | 18,352 | 0.71% | 4q | +1.6%+$26.4K |
| FINANCIAL MANAGEMENT NETWORK INC | $1.6M | 17,605 | 0.23% | 24q | -19.2%-$373.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.6M | 17,306 | 0.10% | 8q | -27.9%-$600.9K |
| WALLER FINANCIAL PLANNING GROUP, INC | $1.5M | 16,724 | 0.30% | 19q | -3.8%-$59.5K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.4M | 16,156 | 0.10% | 32q | -1.4%-$20.9K |
| ECLECTIC ASSOCIATES INC /ADV | $1.4M | 15,772 | 0.16% | 24q | HELD |
| Noble Wealth Management PBC | $1.3M | 15,010 | 0.60% | 7q | -11.8%-$179.2K |
| Sincerus Advisory, LLC | $1.3M | 14,443 | 0.84% | 8q | +5.0%+$61.7K |
| Acropolis Investment Management, LLC | $1.2M | 13,324 | 0.05% | 32q | -49.9%-$1.2M |
| MJT & Associates Financial Advisory Group, Inc. | $1.1M | 12,739 | 0.74% | 7q | +34.4%+$292.2K |
| General Partner, Inc. | $1.1M | 12,632 | 0.61% | 16q | HELD |
| RTD Financial Advisors, Inc. | $971.8K | 10,843 | 0.11% | 20q | -11.5%-$126.5K |
| Apeiron RIA LLC | $950.3K | 10,657 | 0.22% | 20q | +4.2%+$38.0K |
| Trust Co | $919.6K | 10,259 | 0.08% | 21q | -2.1%-$19.6K |
| Avidian Wealth Enterprises, LLC | $862.9K | 9,628 | 0.02% | 26q | +11.2%+$87.1K |
| Worth Asset Management, LLC | $803.5K | 8,965 | 0.23% | 3q | +36.1%+$213.1K |
| City Center Advisors, LLC | $715.3K | 7,980 | 0.55% | 9q | +4.0%+$27.4K |
| ELEVATION WEALTH PARTNERS, LLC | $653.8K | 7,295 | 0.18% | 15q | +4.3%+$26.7K |
| Bill Few Associates, Inc. | $649.5K | 7,247 | 0.13% | 2q | +77.8%+$284.1K |
| CENTRAL BANK & TRUST CO | $633.5K | 7,068 | 0.09% | 32q | -2.0%-$12.7K |
| YHB Investment Advisors, Inc. | $599.3K | 6,686 | 0.04% | 20q | +0.8%+$4.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $552.5K | 6,164 | 0.11% | 5q | +114.3%+$294.7K |
| Bangor Savings Bank | $543.8K | 6,067 | 0.04% | 32q | -6.3%-$36.8K |
| Arbor Wealth Advisors LLC | $537.8K | 6,000 | 0.33% | 12q | HELD |
| Boltwood Capital Management | $507.3K | 5,660 | 0.11% | 32q | HELD |
| Tactive Advisors, LLC | $502.5K | 5,607 | 0.12% | 10q | +5.4%+$25.8K |
| Valeo Financial Advisors, LLC | $500.9K | 5,589 | 0.01% | 32q | HELD |
| Kearns & Associates LLC | $471.9K | 5,251 | 0.22% | 20q | HELD |
| Balefire, LLC | $468.0K | 5,222 | 0.07% | 6q | +23.2%+$88.3K |
| CoreCap Advisors, LLC | $450.5K | 5,026 | 0.01% | 9q | -3.4%-$16.0K |
| DAVIDSON TRUST CO | $446.2K | 4,978 | 0.18% | 28q | +6.2%+$26.2K |
| Keystone Financial Planning, Inc. | $443.0K | 4,942 | 0.11% | 32q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $439.7K | 4,906 | 0.01% | 16q | -0.6%-$2.5K |
| SigFig Wealth Management, LLC | $438.1K | 4,875 | 0.01% | 9q | -3.2%-$14.6K |
| Box Hill Private Wealth LLC | $421.1K | 4,699 | 0.31% | 4q | -21.1%-$112.3K |
| Venture Visionary Partners LLC | $411.9K | 4,596 | 0.01% | 28q | +1.2%+$4.8K |
| TOMPKINS FINANCIAL CORP | $410.0K | 4,574 | 0.03% | 31q | +6.2%+$23.8K |
| Vilga Financial Planning LLC | $378.5K | 4,223 | 0.23% | 2q | +8.5%+$29.6K |
| Canandaigua National Trust Co of Florida | $368.7K | 4,114 | 0.20% | 8q | -17.3%-$77.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $340.6K | 3,800 | 0.23% | 4q | HELD |
| Stonebridge Financial Group, LLC | $313.5K | 3,498 | 0.02% | 8q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $303.1K | 3,382 | 0.03% | 32q | -9.6%-$32.1K |
| FIRST COMMUNITY TRUST NA | $299.9K | 3,346 | 0.10% | new | NEW |
| First Heartland Consultants, Inc. | $297.0K | 3,314 | 0.02% | 32q | -3.5%-$10.7K |
| Prosperity Planning, Inc. | $296.1K | 3,304 | 0.07% | 12q | HELD |
| Weaver Consulting Group | $292.6K | 3,265 | 0.06% | 8q | HELD |
| McNaughton Wealth Management, LLC | $292.5K | 3,263 | 0.10% | 16q | -1.3%-$3.9K |
| Lincoln Capital LLC | $268.9K | 3,000 | 0.05% | 32q | HELD |
| Sprinkle Financial Consultants LLC | $267.7K | 2,986 | 0.10% | 12q | +0.8%+$2.2K |
| DKM Wealth Management, Inc. | $264.0K | 2,945 | 0.17% | 8q | -2.5%-$6.7K |
| Cadent Capital Advisors, LLC | $254.6K | 2,840 | 0.05% | 3q | HELD |
| Bath Savings Trust Co | $237.0K | 2,644 | 0.02% | 6q | +1.1%+$2.7K |
| Davis Capital Management | $235.1K | 2,623 | 0.14% | 13q | HELD |
| Wealth Enhancement Trust Services, Inc. | $188.6K | 2,104 | 0.02% | 4q | -90.9%-$1.9M |
| Marquette Asset Management, LLC | $179.3K | 2,000 | 0.02% | 9q | +60.0%+$67.2K |
| ARMSTRONG ADVISORY GROUP, INC | $136.1K | 1,519 | 0.01% | 16q | HELD |
| Miller Global Investments, LLC | $107.5K | 1,199 | 0.09% | 4q | HELD |
| ATWOOD & PALMER INC | $99.6K | 1,112 | 0.01% | 10q | HELD |
| Hickory Point Bank & Trust | $98.3K | 1,097 | 0.06% | 3q | HELD |
| Paladin Partners, LLC | $82.3K | 918 | 0.05% | 2q | -38.0%-$50.5K |
| Rosenberg Matthew Hamilton | $78.9K | 880 | 0.01% | 27q | HELD |
| Pacifica Partners Inc. | $76.0K | 852 | 0.02% | 28q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $72.6K | 810 | 0.01% | 32q | HELD |
| GAMMA Investing LLC | $38.1K | 425 | 0.00% | 12q | HELD |
| Roxbury Financial LLC | $35.4K | 395 | 0.03% | 8q | HELD |
| Coastline Trust Co | $13.4K | 150 | 0.00% | 9q | HELD |
| Dorato Capital Management | $13.3K | 150 | 0.01% | 4q | HELD |
| Versant Capital Management, Inc | $11.3K | 126 | 0.00% | new | NEW |
| Planning Strategies Inc. | $9.6K | 107 | 0.01% | 2q | HELD |
Showing the largest 100 of 110 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 104 | $294.3M | 3,284,713 | 2 | 40 | 32 | 0.0% |
| Q2 2026 | 1,815 | $22.8B | 234,384,459 | 124 | 681 | 568 | 0.9% |
| Q1 2026 | 1,777 | $20.5B | 228,454,012 | 124 | 681 | 569 | 1.1% |
| Q4 2025 | 1,767 | $19.8B | 221,715,560 | 103 | 647 | 542 | 0.9% |
| Q3 2025 | 1,688 | $20.7B | 224,236,099 | 84 | 634 | 573 | 1.1% |
| Q2 2025 | 1,679 | $19.1B | 212,913,269 | 68 | 577 | 645 | 1.1% |
| Q1 2025 | 1,724 | $20.0B | 217,961,734 | 93 | 607 | 636 | 1.2% |
| Q4 2024 | 1,749 | $19.5B | 216,876,242 | 91 | 622 | 531 | 1.3% |
| Q3 2024 | 1,670 | $23.0B | 234,483,530 | 148 | 538 | 604 | 1.2% |
| Q2 2024 | 1,594 | $19.9B | 235,074,688 | 65 | 522 | 652 | 1.0% |
| Q1 2024 | 1,638 | $23.7B | 268,915,924 | 75 | 585 | 637 | 2.0% |
| Q4 2023 | 1,675 | $22.8B | 254,399,372 | 135 | 538 | 649 | 2.7% |
| Q3 2023 | 1,530 | $17.9B | 232,961,269 | 71 | 559 | 587 | 1.7% |
| Q2 2023 | 1,559 | $19.1B | 222,335,195 | 73 | 491 | 659 | 2.9% |
| Q1 2023 | 1,590 | $19.5B | 228,724,149 | 83 | 580 | 625 | 2.8% |
| Q4 2022 | 1,623 | $23.0B | 271,215,755 | 126 | 622 | 546 | 2.0% |
| Q3 2022 | 1,507 | $18.8B | 230,033,089 | 74 | 601 | 535 | 1.8% |
| Q2 2022 | 1,572 | $22.7B | 245,859,836 | 81 | 587 | 596 | 1.5% |
| Q1 2022 | 1,639 | $27.9B | 255,273,605 | 75 | 680 | 538 | 0.9% |
| Q4 2021 | 1,682 | $30.1B | 254,960,107 | 115 | 646 | 432 | 2.1% |
| Q3 2021 | 1,441 | $25.1B | 242,792,979 | 91 | 604 | 436 | 1.4% |
| Q2 2021 | 1,399 | $24.2B | 236,594,846 | 119 | 583 | 418 | 1.1% |
| Q1 2021 | 1,351 | $21.4B | 227,307,831 | 99 | 543 | 453 | 2.8% |
| Q4 2020 | 1,326 | $19.4B | 214,589,560 | 89 | 480 | 429 | 6.1% |
| Q3 2020 | 1,200 | $16.4B | 199,585,920 | 65 | 401 | 494 | 3.8% |
| Q2 2020 | 1,223 | $18.5B | 206,213,318 | 78 | 348 | 576 | 11.7% |
| Q1 2020 | 1,274 | $15.9B | 219,798,476 | 85 | 499 | 483 | 5.0% |
| Q4 2019 | 1,383 | $23.1B | 226,210,142 | 77 | 527 | 389 | 9.0% |
| Q3 2019 | 1,225 | $23.2B | 224,446,043 | 80 | 490 | 396 | 9.9% |
| Q2 2019 | 1,195 | $21.2B | 232,643,254 | 82 | 453 | 399 | 3.8% |
| Q1 2019 | 1,181 | $20.2B | 226,221,027 | 104 | 433 | 382 | 2.9% |
| Q4 2018 | 1,121 | $17.8B | 217,175,576 | 12 | 21 | 25 | 9.0% |