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 |
|---|---|---|---|---|---|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
72,486
shares
|
$6.47 Million
1.5% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
71,987
shares
|
$6.43 Million
0.83% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
71,526
shares
|
$6.39 Million
1.48% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
71,467
shares
|
$6.38 Million
0.67% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
71,415
shares
|
$6.38 Million
2.32% of portfolio
|
Q4 2023
Added 8.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
71,313
shares
|
$6.37 Million
5.61% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
70,972
shares
|
$6.34 Million
3.43% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
70,716
shares
|
$6.32 Million
3.4% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
70,572
shares
|
$6.3 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
70,543
shares
|
$6.3 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
70,516
shares
|
$6.3 Million
1.05% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
70,126
shares
|
$6.26 Million
0.45% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
May 14, 2025 Q1 2025 |
69,923
shares
|
$6.25 Million
1.68% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
69,565
shares
|
$6.21 Million
0.1% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
69,251
shares
|
$6.19 Million
3.43% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
68,892
shares
|
$6.15 Million
1.4% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
68,859
shares
|
$6.15 Million
1.74% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
68,709
shares
|
$6.14 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
68,522
shares
|
$6.12 Million
3.15% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Rainwater Charitable Foundation
|
May 07, 2025 Q1 2025 |
68,428
shares
|
$6.11 Million
4.05% of portfolio
|
Q4 2022
Reduced 35.14%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
68,262
shares
|
$6.1 Million
0.94% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
68,133
shares
|
$6.09 Million
1.45% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
67,149
shares
|
$6 Million
2.55% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
67,101
shares
|
$5.99 Million
0.02% of portfolio
|
Q1 2025
Added 211.04%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
66,961
shares
|
$5.98 Million
0.05% of portfolio
|
Q1 2025
New holding
|