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 1,918 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
886
shares
|
$79,979
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
885
shares
|
$79,888
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
883
shares
|
$79,708
0.0% of portfolio
|
Q1 2024
Added 22.47%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
877
shares
|
$79,166
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
869
shares
|
$78,444
0.11% of portfolio
|
Q1 2023
Added 359.79%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
821
shares
|
$74,111
0.06% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
807
shares
|
$72,847
0.05% of portfolio
|
Q3 2024
Reduced 50.15%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
785
shares
|
$70,861
0.03% of portfolio
|
Q2 2024
Reduced 63.91%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
784
shares
|
$70,771
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
746
shares
|
$67,341
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
745
shares
|
$67,251
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
733
shares
|
$66,167
0.03% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
728
shares
|
$65,716
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
692
shares
|
$62,466
0.01% of portfolio
|
Q3 2024
Reduced 22.42%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
676
shares
|
$61,022
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
674
shares
|
$60,841
0.0% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
674
shares
|
$60,841
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
672
shares
|
$60,661
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
668
shares
|
$60,300
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
662
shares
|
$59,758
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
649
shares
|
$58,585
0.02% of portfolio
|
Q4 2024
Added 177.35%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
634
shares
|
$57,231
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
627
shares
|
$56,599
0.0% of portfolio
|
Q2 2024
Added 58.73%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
616
shares
|
$55,606
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$54,162
0.04% of portfolio
|
Q3 2024
New holding
|