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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
11,863
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
11,796
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,765
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
11,757
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
11,748
shares
|
$1.08 Million
0.68% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
11,743
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,708
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 48.18%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
11,692
shares
|
$1.07 Million
1.78% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,619
shares
|
$1.06 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
11,588
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
11,586
shares
|
$1.06 Million
0.67% of portfolio
|
Q4 2024
Reduced 44.43%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
11,538
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 36.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
11,490
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
11,410
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2024
Added 21.84%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
11,311
shares
|
$1.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
11,293
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
11,287
shares
|
$1.03 Million
0.56% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,272
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
11,271
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
11,261
shares
|
$1.03 Million
0.69% of portfolio
|
Q3 2024
Reduced 76.53%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,204
shares
|
$1.03 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
11,160
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2024
Reduced 44.0%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
11,100
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
11,070
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.64%
|