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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,534
shares
|
$232,190
0.15% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
2,530
shares
|
$231,823
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,527
shares
|
$231,549
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
2,524
shares
|
$231,274
0.15% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,523
shares
|
$231,182
0.19% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
2,518
shares
|
$230,724
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$229,075
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,500
shares
|
$229,075
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
2,480
shares
|
$227,242
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
2,479
shares
|
$227,150
0.11% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,461
shares
|
$225,501
0.13% of portfolio
|
Q2 2024
Reduced 9.22%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
2,461
shares
|
$225,501
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,460
shares
|
$225,409
0.05% of portfolio
|
Q1 2024
Added 10.31%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
2,459
shares
|
$225,318
0.1% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,459
shares
|
$225,318
0.03% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
2,455
shares
|
$224,951
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,450
shares
|
$224,493
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,446
shares
|
$224,126
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,423
shares
|
$222,019
0.04% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,412
shares
|
$221,011
0.03% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,409
shares
|
$220,736
0.02% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,407
shares
|
$220,553
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,405
shares
|
$220,370
0.09% of portfolio
|
Q4 2024
Reduced 30.29%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,389
shares
|
$218,904
0.02% of portfolio
|
Q4 2023
Reduced 27.96%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,385
shares
|
$218,537
0.03% of portfolio
|
Q4 2024
Added 0.04%
|