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 1,821 institutions that hold shares in the stock, with a total of 238 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 12, 2024 Q3 2024 |
69,923
shares
|
$5.98 Million
1.74% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
69,337
shares
|
$5.93 Million
7.85% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
68,914
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
68,859
shares
|
$5.89 Million
1.74% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
68,854
shares
|
$5.89 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
68,754
shares
|
$5.88 Million
0.78% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
68,654
shares
|
$5.87 Million
2.59% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
68,523
shares
|
$5.86 Million
2.14% of portfolio
|
Q3 2024
Reduced 34.42%
|
|
|
Rainwater Charitable Foundation
|
Nov 08, 2024 Q3 2024 |
68,428
shares
|
$5.85 Million
3.1% of portfolio
|
Q4 2022
Reduced 35.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
68,034
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
67,595
shares
|
$5.78 Million
2.2% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
67,491
shares
|
$5.77 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
67,042
shares
|
$5.74 Million
0.15% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
66,387
shares
|
$5.68 Million
2.74% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
66,173
shares
|
$5.66 Million
1.44% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
66,038
shares
|
$5.65 Million
0.13% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
65,582
shares
|
$5.61 Million
3.44% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
65,463
shares
|
$5.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
65,432
shares
|
$5.6 Million
2.23% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
65,402
shares
|
$5.6 Million
1.43% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
64,843
shares
|
$5.55 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
64,560
shares
|
$5.52 Million
0.09% of portfolio
|
Q2 2023
Added 2.98%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
64,360
shares
|
$5.51 Million
1.17% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
63,947
shares
|
$5.47 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
63,940
shares
|
$5.47 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.21%
|