VNQ — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VNQ? 116 Institutions Hold $302M (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VNQ)? 116 institutions reported holding $302.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pennsylvania State University ($53.1M), Kwmg, LLC ($23.0M), Cypress Financial Planning LLC ($18.3M).

Rank	Institution	Value	Shares	Change
1	Pennsylvania State University	$53.1M	592,234	Hold
2	KWMG, LLC	$23.0M	256,119	Added
3	CYPRESS FINANCIAL PLANNING LLC	$18.3M	204,464	Added
4	ACT WEALTH MANAGEMENT, LLC	$15.5M	172,843	Added
5	Farther Finance Advisors, LLC	$14.5M	162,265	Trimmed
6	FC Advisory LLC	$12.1M	134,870	Added
7	Horizons Wealth Management	$10.9M	121,841	Added
8	ATMOS ADVISORY, LLC	$10.5M	116,928	Added
9	Galvin, Gaustad & Stein, LLC	$10.2M	113,999	Trimmed
10	Peterson Wealth Advisors, LLC	$9.5M	105,693	Added
11	Aletheian Wealth Advisors LLC	$6.8M	76,372	Added
12	CLUNE & ASSOCIATES, LTD.	$6.3M	69,814	Added
13	Capital Advisors Wealth Management, LLC	$6.2M	68,671	Trimmed
14	Baron Financial Group, LLC	$5.7M	63,212	Trimmed
15	Everhart Financial Group, Inc.	$5.4M	60,226	Trimmed
16	BOS Asset Management, LLC	$4.9M	54,114	Added
17	Matrix Trust Co	$4.2M	47,005	Added
18	Marotta Asset Management	$4.0M	44,378	Added
19	PARK NATIONAL CORP /OH/	$3.9M	43,025	Trimmed
20	Apella Capital, LLC	$3.8M	42,644	Added
21	Grove Bank & Trust	$3.7M	40,946	Added
22	Kure Advisory, LLC	$3.7M	40,776	Added
23	Frisco Financial Planning LLC	$3.4M	38,289	Added
24	CAMELOT TECHNOLOGY ADVISORS, INC.	$3.3M	36,682	Added
25	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.1M	34,166	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30