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 |
|---|---|---|---|---|---|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
76,266
shares
|
$6.85 Million
4.57% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
76,025
shares
|
$6.83 Million
5.87% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
75,793
shares
|
$6.81 Million
0.1% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
74,692
shares
|
$6.71 Million
5.05% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
74,369
shares
|
$6.68 Million
0.39% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
74,124
shares
|
$6.66 Million
0.01% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
73,880
shares
|
$6.64 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
73,554
shares
|
$6.61 Million
0.13% of portfolio
|
Q4 2024
Reduced 56.27%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
73,390
shares
|
$6.59 Million
0.16% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
72,843
shares
|
$6.54 Million
0.57% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
72,543
shares
|
$6.52 Million
1.47% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
71,467
shares
|
$6.42 Million
0.67% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
71,431
shares
|
$6.42 Million
0.17% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
71,415
shares
|
$6.42 Million
2.32% of portfolio
|
Q4 2023
Added 8.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
71,313
shares
|
$6.41 Million
5.61% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
71,199
shares
|
$6.4 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Latigo Investments, LLC
|
Feb 05, 2025 Q4 2024 |
70,972
shares
|
$6.38 Million
3.25% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
70,615
shares
|
$6.34 Million
3.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
70,553
shares
|
$6.34 Million
1.45% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
70,516
shares
|
$6.33 Million
1.05% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
70,199
shares
|
$6.31 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
69,989
shares
|
$6.29 Million
1.63% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
69,923
shares
|
$6.28 Million
1.64% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
69,857
shares
|
$6.28 Million
0.13% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
69,076
shares
|
$6.21 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.02%
|