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 1,916 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
40,450
shares
|
$3.65 Million
2.13% of portfolio
|
Q1 2024
Added 22.87%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
40,373
shares
|
$3.64 Million
1.25% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
40,190
shares
|
$3.62 Million
1.61% of portfolio
|
Q4 2024
Reduced 26.63%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
40,159
shares
|
$3.62 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
40,153
shares
|
$3.62 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
40,126
shares
|
$3.62 Million
0.41% of portfolio
|
Q3 2023
Added 1177.9%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
40,046
shares
|
$3.61 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
39,750
shares
|
$3.58 Million
0.3% of portfolio
|
Q3 2022
Added 80.71%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
39,716
shares
|
$3.58 Million
0.62% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
39,622
shares
|
$3.57 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Vpr Management LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
39,600
shares
|
$3.57 Million
1.85% of portfolio
|
Q3 2024
Reduced 21.74%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
39,388
shares
|
$3.55 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
39,240
shares
|
$3.54 Million
0.93% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
39,230
shares
|
$3.54 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
39,001
shares
|
$3.52 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
38,943
shares
|
$3.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
38,858
shares
|
$3.5 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
38,526
shares
|
$3.47 Million
0.72% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
38,281
shares
|
$3.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
38,142
shares
|
$3.44 Million
0.09% of portfolio
|
Q4 2024
Added 113.97%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
37,975
shares
|
$3.42 Million
0.64% of portfolio
|
Q3 2023
Added 3.56%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
37,972
shares
|
$3.42 Million
0.69% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
37,760
shares
|
$3.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
37,698
shares
|
$3.4 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
37,647
shares
|
$3.39 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.17%
|