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 1,826 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 $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
54,779
shares
|
$4.97 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
54,599
shares
|
$4.95 Million
0.62% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
54,522
shares
|
$4.95 Million
0.95% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
54,514
shares
|
$4.94 Million
3.25% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
54,010
shares
|
$4.9 Million
2.54% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
53,774
shares
|
$4.88 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
53,047
shares
|
$4.81 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
52,985
shares
|
$4.81 Million
2.6% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
52,984
shares
|
$4.81 Million
3.38% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
52,963
shares
|
$4.8 Million
0.15% of portfolio
|
Q4 2023
Reduced 14.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
52,118
shares
|
$4.73 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
51,858
shares
|
$4.7 Million
3.18% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
51,850
shares
|
$4.7 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
51,557
shares
|
$4.68 Million
1.74% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
51,482
shares
|
$4.67 Million
1.38% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
51,451
shares
|
$4.67 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,297
shares
|
$4.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
50,765
shares
|
$4.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 92.4%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
50,741
shares
|
$4.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
50,558
shares
|
$4.59 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
50,144
shares
|
$4.55 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
50,085
shares
|
$4.54 Million
0.04% of portfolio
|
Q3 2024
Added 98.77%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
49,475
shares
|
$4.49 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
49,393
shares
|
$4.48 Million
0.3% of portfolio
|
Q3 2024
Added 86.89%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
49,263
shares
|
$4.47 Million
0.59% of portfolio
|
Q3 2024
Added 0.12%
|