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VNQVNQ
Showing 8 of 30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in VANGUARD INDEX FDS

Yes. Moneta Group Investment Advisors holds 470,354 shares of VNQ, worth $45.4M, as of its Q2 2026 13F filing. It increased the position by 17,359 shares (+3.8%) from Q1 2026. Moneta Group Investment Advisors has held VNQ in every 13F on record since Q1 2019, 30 quarterly filings. VNQ is 0.3% of Moneta Group Investment Advisors' reported 13F portfolio.

Current Value

$45.4M

Current Shares

470,354

Total Value Change

-$1.9M

Total Shares Change

-14,534

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
470,354
+3.8%
$45.4M0.3%$96.43
36
2026-Q1
Increased
452,995
+3.8%
$40.2M0.3%$87.93
36
2025-Q4
Decreased
436,406
-1.3%
$38.6M0.3%$86.79
0
2025-Q3
Decreased
441,915
-1.0%
$40.4M0.3%$88.85
0
2025-Q2
Decreased
446,208
-3.4%
$39.7M0.5%$85.74
0
2025-Q1
Decreased
462,086
-2.7%
$41.8M0.6%$86.32
0
2024-Q4
Decreased
474,857
-2.1%
$42.3M0.6%$84.06
0
2024-Q3
Decreased
484,888
-3.4%
$47.2M0.7%$91.05
0

Other major holders of VNQ: Creative Planning, WELLS FARGO & COMPANY/MN

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