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 1,866 institutions that hold shares in the stock, with a total of 229 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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
4,024
shares
|
$368,719
0.08% of portfolio
|
Q4 2022
Added 1.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
4,014
shares
|
$367,802
0.01% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,013
shares
|
$367,711
0.26% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$366,520
0.23% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
3,995
shares
|
$366,061
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
3,986
shares
|
$365,237
0.11% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
3,956
shares
|
$362,488
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
3,947
shares
|
$361,663
0.19% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,945
shares
|
$361,480
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
3,939
shares
|
$360,930
0.07% of portfolio
|
Q4 2024
Reduced 27.66%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,915
shares
|
$358,731
0.03% of portfolio
|
Q4 2022
Reduced 0.68%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,905
shares
|
$357,815
0.09% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,903
shares
|
$357,631
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
3,896
shares
|
$356,990
0.04% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,870
shares
|
$354,608
0.08% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
3,862
shares
|
$353,875
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
3,857
shares
|
$353,416
0.28% of portfolio
|
Q4 2024
Added 351.11%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
3,853
shares
|
$353,050
0.1% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,850
shares
|
$352,775
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
3,843
shares
|
$352,134
0.2% of portfolio
|
Q4 2024
Reduced 31.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,825
shares
|
$350,484
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,822
shares
|
$350,209
0.22% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
3,818
shares
|
$349,843
0.27% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
3,815
shares
|
$349,568
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,784
shares
|
$346,727
0.0% of portfolio
|
Q3 2024
Reduced 88.77%
|