VNQ — VANGUARD INDEX FDS

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in VANGUARD INDEX FDS (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
0.44% (2023 Q4)
Avg. % of fund
0.22%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,458 -873 -26.2% 0.08% $225K $90.59
2025 Q2 REDUCED 3,331 -1,085 -24.6% 0.12% $297K $87.42
2025 Q1 ADDED 4,416 +162 +3.8% 0.20% $400K $88.01
2024 Q4 ADDED 4,254 +531 +14.3% 0.20% $379K $85.71
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VNQ price (monthly, adj. close)

Other funds also holding VNQ

As of 2025 Q4 — sorted by position size

Seven Post Investment Office LP 3Y 7Y 26.61% Gibson Capital, LLC 3Y 7Y 21.43% VISTA CAPITAL PARTNERS, INC. 3Y 7Y 12.24% Passive Capital Management, LLC. 12.0% Fort Henry Capital, LLC 3Y 8.65% Somnio Financial Group, LLC 8.02% Wrenne Financial Planning LLC 7.19% Whelan Financial 3Y 7.17% SWAN Capital LLC 6.9% Horizons Wealth Management 3Y 6.68%
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