VNQ Vanguard Index Fds Reit Viper

Ownership history in MCDANIEL TERRY & CO  ·  15 quarters on record

This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in Vanguard Index Fds Reit Viper (VNQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2023 Q4)
Avg. % of fund
0.05%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,467 0% 0.03% $317K $90.59
2025 Q2 REDUCED 3,467 -1,712 -33.1% 0.03% $309K $87.42
2025 Q1 REDUCED 5,179 -3,021 -36.8% 0.04% $469K $88.01
2024 Q4 REDUCED 8,200 -75 -0.9% 0.06% $730K $85.71
2024 Q3 ADDED 8,275 +75 +0.9% 0.07% $806K $92.83
2024 Q2 UNCHANGED 8,200 0% 0.06% $687K $79.15
2024 Q1 UNCHANGED 8,200 0% 0.06% $709K $80.72
2023 Q4 ADDED 8,200 +2,170 +36.0% 0.07% $725K $81.77
2023 Q3 UNCHANGED 6,030 0% 0.05% $456K $69.17
2023 Q2 ADDED 6,030 +28 +0.5% 0.05% $504K $75.65
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VNQ price (monthly, adj. close)
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