VANGUARD INDEX FDS (VNQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,735
Reporting holders
$21.9B
Reported value
0.8%
Held as options
+43
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | $1.7B | 17,590,235 | 4.05% | 14q | +4.2%+$68.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6B | 16,949,846 | 0.87% | 31q | +32.1%+$397.1M |
| Creative Planning | $1.2B | 12,196,894 | 0.69% | 31q | -2.9%-$35.1M |
| Wealthfront Advisers LLC | $980.1M | 10,163,867 | 1.88% | 31q | +0.9%+$9.0M |
| BANK OF AMERICA CORP /DE/ | $947.8M | 9,829,110 | 0.06% | 31q | -2.8%-$27.6M |
| MORGAN STANLEY | $896.0M | 9,292,120 | 0.05% | 35q | -5.0%-$47.0M |
| State of New Jersey Common Pension Fund D | $829.2M | 8,598,869 | 2.83% | 31q | HELD |
| JPMORGAN CHASE & CO | $743.0M | 7,569,539 | 0.04% | 31q | +3.0%+$21.5M |
| US BANCORP \DE\ | $485.1M | 5,030,439 | 0.53% | 31q | -8.9%-$47.3M |
| PRUDENTIAL FINANCIAL INC | $474.3M | 4,918,706 | 0.52% | 32q | +17.2%+$69.6M |
| WELLS FARGO & COMPANY/MN | $384.7M | 3,989,579 | 0.06% | 31q | -51.8%-$413.4M |
| Bank of New York Mellon Corp | $330.9M | 3,430,993 | 0.05% | 31q | HELD |
| Financial Engines Advisors L.L.C. | $323.8M | 3,358,164 | 0.58% | 31q | HELD |
| Cetera Investment Advisers | $235.2M | 2,439,239 | 0.21% | 31q | +3.2%+$7.4M |
| LPL Financial LLC | $224.8M | 2,331,612 | 0.05% | 31q | +2.4%+$5.3M |
| Pure Financial Advisors, LLC | $220.5M | 2,286,335 | 2.81% | 31q | +3.3%+$7.1M |
| Mariner, LLC | $214.4M | 2,222,799 | 0.23% | 31q | +4.8%+$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | $213.0M | 2,209,295 | 0.05% | 31q | +2.5%+$5.3M |
| State of Tennessee, Department of Treasury | $210.3M | 2,181,157 | 0.62% | 31q | -2.4%-$5.1M |
| GOLDMAN SACHS GROUP INC | $190.7M | 1,765,974 | 0.02% | 31q | +1.0%+$1.9M |
| Sand Hill Global Advisors, LLC | $169.2M | 1,754,412 | 5.09% | 31q | +0.7%+$1.3M |
| FIFTH THIRD BANCORP | $158.6M | 1,644,829 | 0.26% | 31q | -2.0%-$3.2M |
| Ballentine Partners, LLC | $155.2M | 1,609,924 | 1.90% | 31q | +3.3%+$4.9M |
| ROYAL BANK OF CANADA | $153.5M | 1,591,558 | 0.02% | 31q | +1.4%+$2.2M |
| Corient Private Wealth LP | $146.3M | 1,517,461 | 0.09% | 15q | +50.5%+$49.1M |
| UBS Group AG | $146.1M | 1,506,577 | 0.02% | 31q | HELD |
| VISTA CAPITAL PARTNERS, INC. | $145.3M | 1,506,976 | 12.71% | 31q | +4.0%+$5.6M |
| AMERIPRISE FINANCIAL INC | $144.9M | 1,502,969 | 0.03% | 31q | +9.0%+$12.0M |
| Gibson Capital, LLC | $134.5M | 1,395,282 | 22.07% | 31q | +0.6%+$739.8K |
| Millburn Ridgefield LLC /DE/ | $132.9M | 1,378,575 | 2.52% | 31q | -1.0%-$1.4M |
| Catalyst Capital Advisors LLC | $132.9M | 1,378,575 | 2.20% | 31q | -1.0%-$1.4M |
| ASSETMARK, INC | $130.3M | 1,351,459 | 0.22% | 31q | +56.3%+$46.9M |
| RAYMOND JAMES FINANCIAL INC | $121.5M | 1,259,888 | 0.03% | 7q | -1.6%-$1.9M |
| Glenview Trust Co | $102.8M | 1,109,541 | 0.76% | 31q | +103.7%+$52.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $102.2M | 1,059,730 | 0.08% | 31q | +23.1%+$19.1M |
| PNC Financial Services Group, Inc. | $99.1M | 1,027,667 | 0.05% | 31q | -0.9%-$910.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $89.8M | 937,292 | 0.15% | 26q | -1.4%-$1.3M |
| Beacon Capital Management, Inc. | $86.4M | 896,485 | 5.23% | 31q | -12.3%-$12.1M |
| SBI Okasan Asset Management Co.Ltd. | $83.8M | 853,650 | 2.75% | new | NEW |
| Seven Post Investment Office LP | $82.7M | 857,363 | 23.47% | 26q | +0.9%+$715.8K |
| BANK OF MONTREAL /CAN/ | $81.2M | 842,116 | 0.03% | 31q | +31.4%+$19.4M |
| Jefferies Financial Group Inc. | $80.1M | 831,143 | 0.53% | 12q | +3.6%+$2.8M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $75.4M | 781,642 | 1.32% | 31q | +2.9%+$2.1M |
| GLENMEDE TRUST CO NA | $74.8M | 775,853 | 0.33% | 29q | -0.8%-$572.9K |
| Cerity Partners LLC | $74.4M | 771,016 | 0.09% | 27q | +23.2%+$14.0M |
| HighTower Advisors, LLC | $71.5M | 741,178 | 0.07% | 22q | +11.2%+$7.2M |
| Capital Investment Advisors, LLC | $70.4M | 730,166 | 0.93% | 31q | +5.3%+$3.5M |
| Pathstone Holdings, LLC | $70.0M | 726,100 | 0.20% | 11q | +6.8%+$4.5M |
| STIFEL FINANCIAL CORP | $69.3M | 718,232 | 0.06% | 31q | +3.8%+$2.6M |
| OSAIC HOLDINGS, INC. | $68.5M | 710,144 | 0.08% | 26q | +14.0%+$8.4M |
| SUMITOMO LIFE INSURANCE CO | $64.8M | 671,894 | 1.06% | 5q | +152.5%+$39.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $60.9M | 631,341 | 0.08% | 31q | -4.5%-$2.8M |
| REBALANCE, LLC | $59.2M | 613,696 | 3.10% | 15q | +5.0%+$2.8M |
| Pennsylvania State University | $57.1M | 592,234 | 22.98% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $56.3M | 584,158 | 0.31% | 31q | -3.5%-$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $53.2M | 37,041 | 0.00% | 31q | -73.2%-$145.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $52.9M | 548,092 | 0.03% | 30q | +31.5%+$12.7M |
| STATE STREET CORP | $50.6M | 524,486 | 0.00% | 31q | +104.3%+$25.8M |
| D. E. Shaw & Co., Inc. | $50.5M | 523,931 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $50.1M | 519,210 | 0.08% | 31q | +2.0%+$977.3K |
| CITIZENS FINANCIAL GROUP INC/RI | $47.5M | 492,781 | 0.57% | 30q | +1.2%+$571.7K |
| Savant Capital, LLC | $46.9M | 486,552 | 0.14% | 29q | +444.8%+$38.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $46.3M | 479,864 | 0.68% | 31q | +5.4%+$2.4M |
| SCS Capital Management LLC | $45.6M | 473,126 | 0.43% | 15q | HELD |
| MAI Capital Management | $45.5M | 471,382 | 0.17% | 31q | +76.8%+$19.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $45.4M | 470,354 | 0.34% | 31q | +3.8%+$1.7M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $44.8M | 464,333 | 2.49% | 22q | -4.4%-$2.0M |
| Falcon Wealth Planning | $44.7M | 463,481 | 2.82% | 23q | +4.7%+$2.0M |
| M&T Bank Corp | $41.5M | 429,929 | 0.12% | 26q | +19.2%+$6.7M |
| Nuveen, LLC | $41.3M | 427,805 | 0.01% | 5q | +3.7%+$1.5M |
| CAPTRUST FINANCIAL ADVISORS | $41.0M | 425,480 | 0.06% | 31q | +2.0%+$805.3K |
| PGIM Custom Harvest LLC | $40.9M | 424,203 | 0.51% | 19q | +2.4%+$971.9K |
| Baird Financial Group, Inc. | $39.9M | 414,149 | 0.05% | 31q | +1.4%+$540.8K |
| SEI INVESTMENTS CO | $38.6M | 399,883 | 0.03% | 5q | HELD |
| Empowered Funds, LLC | $38.5M | 399,081 | 0.20% | 2q | +62.5%+$14.8M |
| Passive Capital Management, LLC. | $38.4M | 433,672 | 12.00% | 19q | HELD |
| First Command Advisory Services, Inc. | $37.1M | 384,757 | 0.22% | 14q | -32.6%-$17.9M |
| Garde Capital, Inc. | $37.1M | 384,725 | 1.66% | 31q | +2.4%+$854.0K |
| St. Louis Trust Co | $36.1M | 17,485 | 4.12% | 31q | HELD |
| Focus Partners Wealth | $35.5M | 368,036 | 0.04% | 11q | -1.9%-$676.1K |
| Prime Capital Investment Advisors, LLC | $34.9M | 361,861 | 0.34% | 31q | +3.4%+$1.1M |
| JANE STREET GROUP, LLC | $34.5M | options only | 0.00% | 10q | OPTIONS |
| Chandler Asset Management, Inc. | $33.9M | 352,018 | 4.78% | 35q | -1.7%-$601.7K |
| Ameritas Advisory Services, LLC | $33.0M | 342,483 | 0.67% | 19q | +46.5%+$10.5M |
| Kestra Advisory Services, LLC | $31.8M | 330,263 | 0.10% | 24q | +80.8%+$14.2M |
| Comprehensive Financial Management LLC | $31.7M | 328,338 | 1.04% | 27q | HELD |
| HHM Wealth Advisors, LLC | $30.7M | 318,158 | 3.08% | 26q | +4.6%+$1.3M |
| 1832 Asset Management L.P. | $30.4M | 315,651 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $29.9M | 309,861 | 0.15% | 31q | -51.4%-$31.6M |
| SAGE FINANCIAL GROUP INC | $29.5M | 305,846 | 1.63% | 17q | +5.5%+$1.5M |
| First Financial Bankshares Inc | $29.1M | 302,072 | 0.55% | 11q | +1.2%+$358.2K |
| BECKER CAPITAL MANAGEMENT INC | $29.1M | 301,372 | 0.78% | 14q | -0.7%-$206.5K |
| PRINCIPAL FINANCIAL GROUP INC | $28.9M | 299,656 | 0.01% | 31q | -23.6%-$8.9M |
| Beacon Pointe Advisors, LLC | $28.5M | 295,599 | 0.13% | 31q | -2.7%-$798.2K |
| DecisionPoint Financial, LLC | $28.4M | 293,151 | 5.26% | 15q | +8.7%+$2.3M |
| Kohmann Bosshard Financial Services, LLC | $28.3M | 293,410 | 2.40% | 31q | +5.6%+$1.5M |
| PRESILIUM PRIVATE WEALTH, LLC | $27.9M | 289,502 | 4.29% | 15q | +4.1%+$1.1M |
| Employees' Retirement Fund of the City of Fort Worth | $27.3M | 283,000 | 9.74% | 4q | +241.0%+$19.3M |
| Man Group plc | $27.2M | 282,369 | 0.04% | 11q | +997.2%+$24.7M |
| TWO SIGMA INVESTMENTS, LP | $27.0M | 280,100 | 0.02% | 3q | -92.3%-$326.0M |
Showing the largest 100 of 1,809 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,735 | $21.9B | 225,174,101 | 121 | 646 | 547 | 0.8% |
| Q1 2026 | 1,692 | $20.1B | 224,731,755 | 118 | 649 | 546 | 1.1% |
| Q4 2025 | 1,677 | $19.5B | 217,974,295 | 98 | 612 | 523 | 0.9% |
| Q3 2025 | 1,599 | $20.3B | 220,103,342 | 79 | 603 | 548 | 1.1% |
| Q2 2025 | 1,585 | $18.8B | 208,728,725 | 67 | 538 | 617 | 1.1% |
| Q1 2025 | 1,618 | $19.5B | 212,664,376 | 84 | 573 | 606 | 1.2% |
| Q4 2024 | 1,641 | $19.0B | 210,633,867 | 80 | 593 | 502 | 1.4% |
| Q3 2024 | 1,555 | $22.4B | 228,400,199 | 137 | 505 | 561 | 1.2% |
| Q2 2024 | 1,472 | $19.1B | 226,449,787 | 57 | 481 | 612 | 1.1% |
| Q1 2024 | 1,513 | $23.0B | 259,952,958 | 67 | 543 | 587 | 2.1% |
| Q4 2023 | 1,548 | $21.9B | 243,974,898 | 126 | 491 | 604 | 2.8% |
| Q3 2023 | 1,395 | $17.0B | 220,807,370 | 59 | 513 | 538 | 1.7% |
| Q2 2023 | 1,414 | $18.5B | 214,370,086 | 68 | 442 | 605 | 3.0% |
| Q1 2023 | 1,415 | $18.2B | 212,782,059 | 67 | 526 | 553 | 2.9% |
| Q4 2022 | 1,359 | $17.7B | 209,119,914 | 113 | 520 | 456 | 2.6% |
| Q3 2022 | 1,506 | $18.8B | 230,015,479 | 74 | 600 | 535 | 1.8% |
| Q2 2022 | 1,571 | $22.7B | 245,847,069 | 81 | 586 | 596 | 1.5% |
| Q1 2022 | 1,638 | $27.9B | 255,262,576 | 75 | 679 | 538 | 0.9% |
| Q4 2021 | 1,681 | $30.1B | 254,949,277 | 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% |