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 1,821 institutions that hold shares in the stock, with a total of 238 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
123,791
shares
|
$10.6 Million
0.95% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
123,125
shares
|
$10.5 Million
0.14% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
122,661
shares
|
$10.5 Million
0.62% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
122,121
shares
|
$10.4 Million
0.44% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
122,083
shares
|
$10.4 Million
0.38% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
121,773
shares
|
$10.4 Million
7.07% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
121,719
shares
|
$10.4 Million
1.45% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
121,518
shares
|
$10.4 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
120,552
shares
|
$10.3 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
119,589
shares
|
$10.2 Million
2.5% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
119,298
shares
|
$10.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
117,700
shares
|
$10.1 Million
0.13% of portfolio
|
Q3 2024
Added 3823.33%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
117,470
shares
|
$10 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
117,359
shares
|
$10 Million
0.11% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
117,140
shares
|
$10 Million
3.39% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
116,907
shares
|
$10 Million
0.02% of portfolio
|
Q3 2024
Added 37980.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
115,972
shares
|
$9.92 Million
0.63% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
114,819
shares
|
$9.82 Million
4.57% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
114,443
shares
|
$9.79 Million
5.7% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
114,048
shares
|
$9.76 Million
8.13% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
113,239
shares
|
$9.69 Million
0.38% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
112,035
shares
|
$9.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
112,033
shares
|
$9.58 Million
4.77% of portfolio
|
Q3 2024
Reduced 59.04%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
111,859
shares
|
$9.57 Million
3.36% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
111,441
shares
|
$9.53 Million
1.06% of portfolio
|
Q3 2024
Added 7.49%
|