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 1,919 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
109,809
shares
|
$9.86 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
109,404
shares
|
$9.83 Million
4.72% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
109,063
shares
|
$9.8 Million
1.18% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
108,759
shares
|
$9.77 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
108,200
shares
|
$9.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 98.67%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
107,646
shares
|
$9.67 Million
7.35% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
107,573
shares
|
$9.66 Million
8.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
105,976
shares
|
$9.52 Million
0.35% of portfolio
|
Q3 2023
Reduced 3.32%
|
|
|
Magnolia Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
105,263
shares
|
$9.46 Million
9.53% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
105,035
shares
|
$9.44 Million
0.9% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
104,928
shares
|
$9.43 Million
0.16% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
104,149
shares
|
$9.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
102,162
shares
|
$9.18 Million
0.39% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
101,652
shares
|
$9.13 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
101,606
shares
|
$9.13 Million
1.88% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
100,618
shares
|
$9.04 Million
3.54% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
99,800
shares
|
$8.97 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
99,719
shares
|
$8.96 Million
0.15% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
99,438
shares
|
$8.93 Million
0.52% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
98,710
shares
|
$8.87 Million
0.05% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
94,190
shares
|
$8.46 Million
6.52% of portfolio
|
Q1 2023
Reduced 1.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
94,021
shares
|
$8.45 Million
0.03% of portfolio
|
Q4 2024
Added 476.43%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
93,985
shares
|
$8.44 Million
9.16% of portfolio
|
Q4 2024
Added 35.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
93,890
shares
|
$8.43 Million
0.02% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
93,792
shares
|
$8.43 Million
0.58% of portfolio
|
Q2 2024
Reduced 62.78%
|