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 |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
11,070
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
11,012
shares
|
$1.01 Million
0.28% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
10,982
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
10,972
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,871
shares
|
$996,109
0.06% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
10,767
shares
|
$986,580
0.36% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,695
shares
|
$979,982
0.04% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
10,676
shares
|
$978,241
0.61% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,658
shares
|
$976,592
0.06% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
10,597
shares
|
$971,003
0.07% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
10,585
shares
|
$969,903
0.76% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
10,582
shares
|
$969,628
0.06% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
10,546
shares
|
$966,329
0.51% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
10,496
shares
|
$961,748
0.05% of portfolio
|
Q4 2024
Reduced 78.33%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
10,434
shares
|
$956,067
0.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
10,355
shares
|
$948,828
0.72% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,328
shares
|
$946,354
0.39% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
10,293
shares
|
$943,147
0.46% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
10,287
shares
|
$942,597
0.68% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
10,255
shares
|
$939,665
0.35% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
10,199
shares
|
$934,534
0.74% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,196
shares
|
$934,259
0.02% of portfolio
|
Q4 2024
Added 72.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
10,181
shares
|
$932,885
0.04% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
10,117
shares
|
$927,020
0.28% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,097
shares
|
$925,188
0.1% of portfolio
|
Q4 2024
Reduced 36.66%
|