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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,998
shares
|
$274,706
0.13% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
2,993
shares
|
$274,248
0.06% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,987
shares
|
$273,698
0.19% of portfolio
|
Q1 2023
Reduced 3.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,987
shares
|
$273,698
0.04% of portfolio
|
Q3 2024
Added 32.34%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,984
shares
|
$273,423
0.09% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,972
shares
|
$272,324
0.02% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,971
shares
|
$272,232
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,968
shares
|
$271,957
0.09% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,963
shares
|
$271,499
0.03% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
2,937
shares
|
$269,117
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
2,935
shares
|
$268,934
0.29% of portfolio
|
Q3 2022
Added 27.39%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,930
shares
|
$268,475
0.01% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,929
shares
|
$268,384
0.1% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
2,924
shares
|
$267,926
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,923
shares
|
$267,834
0.04% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,915
shares
|
$267,101
0.09% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,912
shares
|
$266,826
0.06% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,900
shares
|
$265,727
0.02% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,895
shares
|
$265,268
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
2,886
shares
|
$264,444
0.17% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
2,877
shares
|
$263,619
0.03% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
2,874
shares
|
$263,344
0.06% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
2,874
shares
|
$263,344
0.15% of portfolio
|
Q2 2024
Reduced 30.83%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,873
shares
|
$263,252
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,872
shares
|
$263,161
0.11% of portfolio
|
Q4 2023
Reduced 0.52%
|