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 1,829 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
37,698
shares
|
$3.41 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
37,647
shares
|
$3.41 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
37,530
shares
|
$3.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
37,338
shares
|
$3.38 Million
0.66% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
37,200
shares
|
$3.37 Million
0.01% of portfolio
|
Q4 2022
Reduced 99.78%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
37,145
shares
|
$3.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
37,039
shares
|
$3.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,858
shares
|
$3.34 Million
0.47% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
36,812
shares
|
$3.33 Million
0.3% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
36,566
shares
|
$3.31 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
36,465
shares
|
$3.3 Million
0.87% of portfolio
|
Q4 2024
Reduced 27.36%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
35,923
shares
|
$3.25 Million
0.76% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
35,790
shares
|
$3.24 Million
0.81% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
35,482
shares
|
$3.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
35,389
shares
|
$3.2 Million
1.37% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
35,373
shares
|
$3.2 Million
1.91% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
35,311
shares
|
$3.2 Million
1.44% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
35,094
shares
|
$3.18 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,813
shares
|
$3.15 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
34,784
shares
|
$3.15 Million
1.17% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
34,732
shares
|
$3.14 Million
1.25% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
34,225
shares
|
$3.1 Million
0.04% of portfolio
|
Q3 2024
Added 99.66%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
34,136
shares
|
$3.09 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
33,998
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 32.89%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
33,774
shares
|
$3.06 Million
1.56% of portfolio
|
Q3 2024
Added 53.3%
|