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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,765
shares
|
$344,986
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
3,762
shares
|
$344,712
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,754
shares
|
$343,979
0.02% of portfolio
|
Q4 2024
Added 1432.24%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
3,750
shares
|
$343,612
0.15% of portfolio
|
Q4 2024
Reduced 27.35%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
3,733
shares
|
$342,054
0.02% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
3,722
shares
|
$341,046
0.25% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,716
shares
|
$340,497
0.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,706
shares
|
$339,580
0.01% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
3,701
shares
|
$339,122
0.03% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,698
shares
|
$338,847
0.11% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,689
shares
|
$338,023
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,677
shares
|
$336,923
0.06% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
3,676
shares
|
$336,831
0.13% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,659
shares
|
$335,274
0.48% of portfolio
|
Q1 2023
Reduced 78.32%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,652
shares
|
$334,632
0.03% of portfolio
|
Q4 2024
Reduced 93.17%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
3,650
shares
|
$334,449
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,643
shares
|
$333,808
0.15% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
3,634
shares
|
$332,983
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
3,628
shares
|
$332,433
0.13% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
3,626
shares
|
$332,250
0.21% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
3,610
shares
|
$330,784
0.05% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
3,608
shares
|
$330,601
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,601
shares
|
$329,959
0.25% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
3,597
shares
|
$329,593
0.16% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,591
shares
|
$329,043
0.05% of portfolio
|
Q4 2024
Added 3.13%
|