Institutional Ownership Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ). We have compiled data on the 1,919 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $21.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
4,220
shares
|
$378,576
0.01% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
4,209
shares
|
$377,589
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
4,190
shares
|
$375,884
0.25% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,189
shares
|
$375,795
0.03% of portfolio
|
Q2 2024
Reduced 12.16%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,189
shares
|
$375,795
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,177
shares
|
$374,718
0.24% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
4,164
shares
|
$373,552
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
4,157
shares
|
$372,924
0.01% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
4,153
shares
|
$372,565
0.12% of portfolio
|
Q4 2024
Reduced 77.04%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
4,153
shares
|
$372,565
0.19% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
4,141
shares
|
$371,489
0.01% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
4,141
shares
|
$371,489
0.03% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Alpine Global Management, LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,134
shares
|
$370,861
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
4,122
shares
|
$369,784
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,121
shares
|
$369,694
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
4,096
shares
|
$367,452
0.12% of portfolio
|
Q4 2024
Reduced 47.64%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
4,091
shares
|
$367,003
0.08% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
4,074
shares
|
$365,478
0.08% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
4,072
shares
|
$365,299
0.21% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
4,060
shares
|
$364,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,057
shares
|
$363,953
0.08% of portfolio
|
Q4 2024
Added 76.62%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
4,027
shares
|
$361,262
0.27% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
4,024
shares
|
$360,993
0.08% of portfolio
|
Q4 2022
Added 1.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
4,014
shares
|
$360,095
0.01% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,013
shares
|
$360,006
0.26% of portfolio
|
Q4 2024
Added 0.7%
|