VNQ — VANGUARD INDEX FDS

Ownership history in Seven Post Investment Office LP  ·  19 quarters on record

This page tracks every 13F SEC filing in which Seven Post Investment Office LP 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
31.29% (2021 Q3)
Avg. % of fund
22.84%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 841,036 +7,850 +0.9% 26.61% $74.4M $88.49
2025 Q3 ADDED 833,186 +7,839 +0.9% 27.44% $76.2M $90.59
2025 Q2 ADDED 825,347 +7,647 +0.9% 27.69% $73.5M $87.42
2025 Q1 ADDED 817,700 +8,253 +1.0% 28.28% $74.0M $88.01
15 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

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% Drystone LLC 3Y 6.46%
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