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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
31,001
shares
|
$2.81 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
30,847
shares
|
$2.79 Million
0.04% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
30,762
shares
|
$2.79 Million
0.08% of portfolio
|
Q4 2024
Added 59.45%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
30,750
shares
|
$2.78 Million
1.12% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
30,724
shares
|
$2.78 Million
1.49% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
30,578
shares
|
$2.77 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
30,487
shares
|
$2.76 Million
1.28% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,471
shares
|
$2.76 Million
0.08% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
30,426
shares
|
$2.76 Million
0.13% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
30,363
shares
|
$2.75 Million
0.34% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
30,187
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Added 27.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
29,981
shares
|
$2.71 Million
0.28% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
29,975
shares
|
$2.71 Million
0.49% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
29,973
shares
|
$2.71 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
29,924
shares
|
$2.71 Million
0.6% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
29,800
shares
|
$2.7 Million
2.01% of portfolio
|
Q2 2023
Added 13.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
29,797
shares
|
$2.7 Million
0.43% of portfolio
|
Q3 2022
Reduced 8.23%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
29,747
shares
|
$2.69 Million
0.38% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
29,706
shares
|
$2.69 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
29,669
shares
|
$2.69 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
29,353
shares
|
$2.66 Million
0.63% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
29,196
shares
|
$2.64 Million
0.61% of portfolio
|
Q4 2022
Added 4.76%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
29,075
shares
|
$2.63 Million
2.02% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
28,949
shares
|
$2.62 Million
0.14% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$2.61 Million
0.18% of portfolio
|
Q3 2023
Added 5.9%
|