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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
33,924
shares
|
$3.06 Million
0.87% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
33,796
shares
|
$3.05 Million
0.12% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
33,779
shares
|
$3.05 Million
0.18% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
33,654
shares
|
$3.03 Million
0.31% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
33,529
shares
|
$3.02 Million
0.08% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
33,293
shares
|
$3 Million
1.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
33,228
shares
|
$3 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.67%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
33,193
shares
|
$2.99 Million
1.12% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
33,078
shares
|
$2.98 Million
0.05% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
33,054
shares
|
$2.98 Million
1.37% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
32,895
shares
|
$2.97 Million
0.34% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
32,752
shares
|
$2.95 Million
1.51% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
32,496
shares
|
$2.93 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
32,456
shares
|
$2.93 Million
0.41% of portfolio
|
Q4 2024
Reduced 33.67%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
32,348
shares
|
$2.92 Million
0.07% of portfolio
|
Q1 2024
Added 41.85%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
32,229
shares
|
$2.91 Million
1.63% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
32,056
shares
|
$2.89 Million
0.27% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,016
shares
|
$2.89 Million
0.08% of portfolio
|
Q4 2024
Added 26.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
31,967
shares
|
$2.88 Million
0.14% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
31,934
shares
|
$2.88 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.76%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,237
shares
|
$2.82 Million
1.35% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
31,149
shares
|
$2.81 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
31,139
shares
|
$2.81 Million
1.16% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
31,033
shares
|
$2.8 Million
0.26% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
30,847
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2023
Reduced 3.38%
|