Hansen & Associates Financial Group, Inc. VNQ — VANGUARD INDEX FDS

Ownership history in Hansen & Associates Financial Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Hansen & Associates Financial Group, Inc. reported VANGUARD INDEX FDS (VNQ) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 4.83% in 2024 Q3. The latest visible filing shows VNQ at 1.19% 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.

What this VNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hansen & Associates Financial Group, Inc.'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
2026 Q2

VNQ was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.83% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

VNQ stock page Hansen & Associates Financial Group, Inc. fund profile Hansen & Associates Financial Group, Inc. full holdings
How Hansen & Associates Financial Group, Inc. held VNQ — position size vs. price
% of Fund (quarterly)    VNQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 21,413 -395 -1.8% 1.19% $2.1M 2026-07-20 $99.48
2026 Q1 ADDED — — — 21,808 +15,883 +268.1% 1.06% $2.0M 2026-05-11 $95.85
2025 Q4 ADDED — — — 5,925 +1,807 +43.9% 0.30% $556K 2026-02-17 $93.65
2025 Q3 REDUCED 82.3% -1.7% ✅ 4,118 -19,175 -82.3% 0.16% $376K 2025-11-14 $87.07
2024 Q4 REDUCED 75.6% +2.7% ❌ 23,293 -72,155 -75.6% 1.05% $2.1M 2025-01-23 $85.31
2024 Q3 INITIATED — — — 95,448 — — 4.83% $9.1M 2024-11-05 $89.14

🏢 Other funds also holding VNQ

As of 2026 Q2 — sorted by position size

Seven Post Investment Office LP 3Y 7Y 23.47% VISTA CAPITAL PARTNERS, INC. 3Y 7Y 12.71% DEFINE FINANCIAL, LLC 10.11% Fort Henry Capital, LLC 3Y 8.85% Somnio Financial Group, LLC 8.23% Wrenne Financial Planning LLC 7.13% Magnolia Wealth Management, LLC 3Y 6.88% Archvest Wealth Advisors, Inc. 3Y 6.78% Whelan Financial 3Y 6.45% Drystone LLC 3Y 6.34%

FAQ About Hansen & Associates Financial Group, Inc. and VNQ

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

How long has Hansen & Associates Financial Group, Inc. reported owning VNQ?

Hansen & Associates Financial Group, Inc. reported VNQ across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported VNQ position in Hansen & Associates Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for VNQ was 4.83% in 2024 Q3.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2026 Q2, when Hansen & Associates Financial Group, Inc. reported 21,413 shares, equal to 1.19% of portfolio, with an estimated market value of $2.1M.

What does the chart on this VNQ ownership page compare?

The chart compares Hansen & Associates Financial Group, Inc.'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.

How well did Hansen & Associates Financial Group, Inc. time their VNQ position?

Based on 13F filing dates vs. subsequent VNQ price moves, Hansen & Associates Financial Group, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on VNQ relative to SPY over the holding period was -8.3%.

← Back to Hansen & Associates Financial Group, Inc. Holdings