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 1,856 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
13,075
shares
|
$1.2 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
13,068
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
13,056
shares
|
$1.2 Million
0.43% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
13,053
shares
|
$1.2 Million
0.22% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
13,024
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 18.12%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
13,017
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,971
shares
|
$1.19 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
12,966
shares
|
$1.19 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
12,955
shares
|
$1.19 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
12,871
shares
|
$1.18 Million
0.49% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
12,865
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
12,833
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
12,829
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2023
Reduced 5.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
12,828
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
12,778
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
12,774
shares
|
$1.17 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
12,771
shares
|
$1.17 Million
0.33% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
12,765
shares
|
$1.17 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
12,738
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
12,721
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
12,702
shares
|
$1.16 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
12,675
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
12,632
shares
|
$1.16 Million
0.68% of portfolio
|
Q3 2024
Added 6216.0%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
12,558
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
12,542
shares
|
$1.15 Million
0.4% of portfolio
|
Q4 2024
Added 28.52%
|