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 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 |
|---|---|---|---|---|---|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
62,553
shares
|
$5.65 Million
2.38% of portfolio
|
Q4 2024
Added 32.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
61,533
shares
|
$5.55 Million
0.09% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
61,407
shares
|
$5.54 Million
6.15% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61,214
shares
|
$5.53 Million
0.21% of portfolio
|
Q2 2020
Reduced 16.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
60,815
shares
|
$5.49 Million
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
60,572
shares
|
$5.47 Million
2.41% of portfolio
|
Q4 2024
Reduced 45.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
60,541
shares
|
$5.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
60,280
shares
|
$5.44 Million
0.48% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
59,665
shares
|
$5.39 Million
1.76% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
59,656
shares
|
$5.39 Million
0.83% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
59,242
shares
|
$5.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.69%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
58,681
shares
|
$5.3 Million
3.24% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
58,254
shares
|
$5.26 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
57,479
shares
|
$5.19 Million
1.64% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
57,243
shares
|
$5.17 Million
2.34% of portfolio
|
Q4 2024
Added 69.49%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
57,115
shares
|
$5.16 Million
3.59% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
56,995
shares
|
$5.14 Million
0.89% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
56,728
shares
|
$5.12 Million
0.29% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
55,883
shares
|
$5.04 Million
3.08% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
55,486
shares
|
$5.01 Million
2.53% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
55,267
shares
|
$4.99 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
55,203
shares
|
$4.98 Million
2.48% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
55,033
shares
|
$4.97 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
54,625
shares
|
$4.93 Million
0.69% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
54,092
shares
|
$4.88 Million
1.11% of portfolio
|
Q4 2024
Added 5.07%
|