VNQ — VANGUARD INDEX FDS

Ownership history in Prostatis Group LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group 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
0.65% (2023 Q1)
Avg. % of fund
0.43%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,444 -10,752 -81.5% 0.06% $223K $90.59
2025 Q1 REDUCED 13,196 -77,944 -85.5% 0.38% $1.2M $88.01
2023 Q2 ADDED 91,140 +76,232 +511.3% 0.64% $1.37B $75.65
2023 Q1 INITIATED 14,908 — — 0.65% $1.2M $74.34
% 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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