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 1,879 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
15,453
shares
|
$1.4 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
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
15,344
shares
|
$1.39 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
15,250
shares
|
$1.38 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
15,228
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
15,165
shares
|
$1.37 Million
0.2% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
15,130
shares
|
$1.37 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
15,032
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 28.39%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
14,857
shares
|
$1.34 Million
0.23% of portfolio
|
Q2 2022
Reduced 4.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
14,836
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,811
shares
|
$1.34 Million
0.26% of portfolio
|
Q4 2022
Added 73.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,737
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Added 51.15%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,675
shares
|
$1.33 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
14,565
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
14,552
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
14,522
shares
|
$1.31 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
14,522
shares
|
$1.31 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
14,457
shares
|
$1.31 Million
1.16% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
14,442
shares
|
$1.31 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
14,347
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 81.33%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
14,339
shares
|
$1.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
14,261
shares
|
$1.29 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
14,249
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,243
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,225
shares
|
$1.29 Million
0.14% of portfolio
|
Q4 2024
Added 20.93%
|