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 1,934 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
78,842
shares
|
$7.04 Million
1.62% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
78,773
shares
|
$7.04 Million
0.19% of portfolio
|
Q1 2025
Added 88.79%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
78,680
shares
|
$7.03 Million
3.17% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
78,469
shares
|
$7.01 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
77,292
shares
|
$6.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
77,217
shares
|
$6.9 Million
3.5% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
77,212
shares
|
$6.9 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
77,200
shares
|
$6.9 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
77,052
shares
|
$6.88 Million
2.65% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
77,048
shares
|
$6.88 Million
0.01% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
76,932
shares
|
$6.87 Million
4.71% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
76,791
shares
|
$6.86 Million
0.18% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
76,505
shares
|
$6.83 Million
5.79% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
76,422
shares
|
$6.83 Million
0.15% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
75,538
shares
|
$6.75 Million
5.32% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
74,670
shares
|
$6.67 Million
0.04% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
74,618
shares
|
$6.66 Million
1.13% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
74,375
shares
|
$6.64 Million
0.41% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
74,312
shares
|
$6.64 Million
1.23% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
73,914
shares
|
$6.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
73,912
shares
|
$6.6 Million
0.14% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
73,362
shares
|
$6.55 Million
2.71% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
72,843
shares
|
$6.51 Million
0.57% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
72,577
shares
|
$6.48 Million
3.5% of portfolio
|
Q1 2025
Added 1713.52%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
72,553
shares
|
$6.48 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.8%
|