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 1,845 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $21.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
16,316
shares
|
$1.5 Million
0.5% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,311
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Added 69.27%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16,279
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
16,220
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
16,160
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
16,133
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
16,124
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Added 89477.78%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
16,096
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
16,044
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
16,044
shares
|
$1.47 Million
0.51% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
16,025
shares
|
$1.47 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
15,967
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
15,889
shares
|
$1.46 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
15,855
shares
|
$1.45 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
15,761
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
15,758
shares
|
$1.44 Million
0.48% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
15,756
shares
|
$1.44 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
15,744
shares
|
$1.44 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
15,453
shares
|
$1.42 Million
0.22% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,429
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
15,344
shares
|
$1.41 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
15,250
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
15,228
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
15,186
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
15,165
shares
|
$1.39 Million
0.2% of portfolio
|
Q4 2024
Added 0.33%
|