VNQ β€” VANGUARD INDEX FDS

Ownership history in ADVISOR PARTNERS II, LLC  Β·  2 quarters on record

AI Ownership Summary

ADVISOR PARTNERS II, LLC reported VANGUARD INDEX FDS (VNQ) in 2 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADVISOR PARTNERS II, LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADVISOR PARTNERS II, LLC held VNQ β€” position size vs. price
% of Fund (quarterly)    VNQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ADVISOR PARTNERS II, LLC and VNQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADVISOR PARTNERS II, LLC reported owning VNQ?

ADVISOR PARTNERS II, LLC reported VNQ across 0 quarterly 13F filings.

What was the largest reported VNQ position in ADVISOR PARTNERS II, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for VNQ in ADVISOR PARTNERS II, LLC.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2023 Q2, when ADVISOR PARTNERS II, LLC reported 2,703 shares, equal to 0.01% of portfolio, with an estimated market value of $226K.

What does the chart on this VNQ ownership page compare?

The chart compares ADVISOR PARTNERS II, LLC's quarterly VNQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ADVISOR PARTNERS II, LLC Holdings