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 |
|---|---|---|---|---|---|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
12,529
shares
|
$1.15 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
12,529
shares
|
$1.15 Million
0.84% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
12,514
shares
|
$1.15 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
12,454
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,429
shares
|
$1.14 Million
0.59% of portfolio
|
Q4 2024
Added 458.86%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,414
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
12,370
shares
|
$1.13 Million
0.5% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,282
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,247
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
12,247
shares
|
$1.12 Million
0.88% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
12,235
shares
|
$1.12 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
12,195
shares
|
$1.12 Million
1.0% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
12,195
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
12,176
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
12,102
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
12,101
shares
|
$1.11 Million
0.45% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
12,088
shares
|
$1.11 Million
0.57% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
12,080
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
12,035
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,014
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
11,972
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
11,943
shares
|
$1.09 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,923
shares
|
$1.09 Million
0.68% of portfolio
|
Q1 2023
Reduced 5.06%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
11,923
shares
|
$1.09 Million
0.55% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,920
shares
|
$1.09 Million
0.83% of portfolio
|
Q3 2024
Added 31.65%
|