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 1,912 institutions that hold shares in the stock, with a total of 252 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
443,775
shares
|
$41.2 Million
0.7% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
439,840
shares
|
$40.8 Million
0.44% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
432,617
shares
|
$40.2 Million
2.07% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
425,913
shares
|
$39.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
405,312
shares
|
$37.6 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
401,571
shares
|
$37.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
387,069
shares
|
$35.9 Million
0.79% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
383,482
shares
|
$35.6 Million
0.07% of portfolio
|
Q2 2025
Added 34.91%
|
|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
379,853
shares
|
$35.3 Million
6.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
377,695
shares
|
$35.1 Million
0.34% of portfolio
|
Q2 2025
Added 559.2%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
374,715
shares
|
$34.8 Million
3.79% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
369,145
shares
|
$34.3 Million
0.45% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
365,466
shares
|
$33.9 Million
7.25% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
360,192
shares
|
$33.4 Million
1.05% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
352,772
shares
|
$32.7 Million
0.17% of portfolio
|
Q2 2023
Reduced 49.37%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
345,582
shares
|
$32.1 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
338,312
shares
|
$31.4 Million
3.39% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
328,338
shares
|
$30.5 Million
0.82% of portfolio
|
Q2 2024
Reduced 26.77%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
325,849
shares
|
$30.2 Million
2.89% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
325,786
shares
|
$30.2 Million
2.77% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
323,666
shares
|
$30 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
315,178
shares
|
$29.3 Million
0.9% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
308,678
shares
|
$28.6 Million
0.02% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
305,984
shares
|
$28.4 Million
0.74% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
297,951
shares
|
$27.7 Million
1.93% of portfolio
|
Q4 2024
Added 8.01%
|