VNQ β€” VANGUARD INDEX FDS

Ownership history in Empower Advisory Group, LLC  Β·  12 quarters on record

AI Ownership Summary

Empower Advisory Group, LLC reported VANGUARD INDEX FDS (VNQ) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.1% in 2025 Q1. The latest visible filing shows VNQ at 3.86% of the fund.

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 Empower Advisory Group, 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
2025 Q4

VNQ was reported at 3.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.1% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Empower Advisory Group, LLC held VNQ β€” position size vs. price
% of Fund (quarterly)    VNQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 16,150,941 +1,134,581 +7.6% 3.86% $1.43B 2026-02-14 (Est.) $93.59
2025 Q3 ADDED 15,016,360 +580,206 +4.0% 3.81% $1.37B 2025-11-14 $87.84
2025 Q2 ADDED 14,436,154 +577,515 +4.2% 3.85% $1.29B 2025-08-08 $86.50
2025 Q1 ADDED 13,858,639 +2,064,842 +17.5% 4.10% $1.25B 2025-05-09 $85.75
2024 Q4 ADDED 11,793,797 +370,503 +3.2% 3.54% $1.05B 2025-01-31 $86.20
2024 Q3 ADDED 11,423,294 +125,586 +1.1% 3.76% $1.11B 2024-11-05 $89.93
2024 Q2 ADDED 11,297,708 +576,842 +5.4% 3.51% $946.3M 2024-07-25 $82.31
2024 Q1 ADDED 10,720,866 +378,796 +3.7% 3.47% $927.1M 2024-05-02 $74.58
2023 Q4 ADDED 10,342,070 +87,076 +0.8% 3.60% $913.8M 2024-02-07 $76.52
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Empower Advisory Group, 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 Empower Advisory Group, LLC reported owning VNQ?

Empower Advisory Group, LLC reported VNQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VNQ position in Empower Advisory Group, LLC's portfolio?

The largest reported portfolio weight for VNQ was 4.10% in 2025 Q1.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2025 Q4, when Empower Advisory Group, LLC reported 16,150,941 shares, equal to 3.86% of portfolio, with an estimated market value of $1.43B.

What does the chart on this VNQ ownership page compare?

The chart compares Empower Advisory Group, 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.

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