VNQ — VANGUARD INDEX FDS

Ownership history in WealthCollab, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthCollab, 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
3.38% (2024 Q3)
Avg. % of fund
3.06%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 75,742 +6,901 +10.0% 2.74% $6.7M $88.49
2025 Q3 ADDED 68,841 +8,046 +13.2% 2.89% $6.3M $90.59
2025 Q2 ADDED 60,795 +3,671 +6.4% 3.03% $5.4M $87.42
2025 Q1 ADDED 57,124 +4,279 +8.1% 3.19% $5.2M $88.01
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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