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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
48,727
shares
|
$4.4 Million
0.61% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
48,582
shares
|
$4.39 Million
0.17% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
48,561
shares
|
$4.38 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
48,479
shares
|
$4.38 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
48,410
shares
|
$4.37 Million
1.01% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
48,219
shares
|
$4.35 Million
0.45% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,211
shares
|
$4.35 Million
0.49% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
47,964
shares
|
$4.33 Million
0.54% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
47,959
shares
|
$4.33 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
47,462
shares
|
$4.28 Million
4.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
47,087
shares
|
$4.25 Million
1.64% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
46,898
shares
|
$4.23 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
46,835
shares
|
$4.23 Million
0.16% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Zeit Capital LLC
|
Feb 07, 2025 Q4 2024 |
46,756
shares
|
$4.22 Million
3.32% of portfolio
|
Q4 2024
Added 52.91%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
46,606
shares
|
$4.21 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
46,603
shares
|
$4.21 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
45,924
shares
|
$4.15 Million
0.13% of portfolio
|
Q4 2024
Added 23.99%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
45,806
shares
|
$4.13 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
45,790
shares
|
$4.13 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
45,741
shares
|
$4.13 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
45,691
shares
|
$4.12 Million
1.44% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
45,667
shares
|
$4.12 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
45,268
shares
|
$4.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
44,957
shares
|
$4.06 Million
0.6% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
44,755
shares
|
$4.04 Million
2.74% of portfolio
|
Q4 2024
Added 0.11%
|