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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
44,755
shares
|
$4.06 Million
2.74% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
44,738
shares
|
$4.06 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
44,535
shares
|
$4.04 Million
1.34% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
44,462
shares
|
$4.03 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
44,390
shares
|
$4.03 Million
1.0% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
43,878
shares
|
$3.98 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
43,781
shares
|
$3.97 Million
4.22% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
43,474
shares
|
$3.94 Million
1.24% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
43,115
shares
|
$3.91 Million
0.77% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
43,053
shares
|
$3.91 Million
0.59% of portfolio
|
Q4 2022
Added 170.69%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
43,051
shares
|
$3.91 Million
0.77% of portfolio
|
Q4 2023
Added 2.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
41,908
shares
|
$3.8 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
41,757
shares
|
$3.79 Million
0.13% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
41,472
shares
|
$3.76 Million
0.69% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
40,993
shares
|
$3.72 Million
0.13% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
40,963
shares
|
$3.72 Million
0.4% of portfolio
|
Q3 2024
Reduced 36.85%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
40,960
shares
|
$3.72 Million
1.9% of portfolio
|
Q4 2024
Added 34.08%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
40,951
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
40,862
shares
|
$3.71 Million
0.33% of portfolio
|
Q4 2022
Reduced 29.04%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
40,851
shares
|
$3.71 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
40,817
shares
|
$3.7 Million
0.05% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
40,580
shares
|
$3.68 Million
0.11% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
40,553
shares
|
$3.68 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
40,527
shares
|
$3.68 Million
0.54% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
40,450
shares
|
$3.67 Million
2.13% of portfolio
|
Q1 2024
Added 22.87%
|