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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
66,803
shares
|
$5.97 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
66,328
shares
|
$5.92 Million
1.77% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
66,118
shares
|
$5.91 Million
0.49% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
65,961
shares
|
$5.89 Million
0.93% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
65,806
shares
|
$5.88 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
65,633
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
65,432
shares
|
$5.84 Million
2.23% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
64,685
shares
|
$5.78 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
64,560
shares
|
$5.77 Million
0.09% of portfolio
|
Q2 2023
Added 2.98%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
64,486
shares
|
$5.76 Million
0.38% of portfolio
|
Q1 2025
Added 113.42%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
64,343
shares
|
$5.75 Million
0.5% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
64,169
shares
|
$5.73 Million
1.99% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
64,137
shares
|
$5.73 Million
1.72% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
64,094
shares
|
$5.72 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
63,641
shares
|
$5.68 Million
0.07% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
63,523
shares
|
$5.67 Million
2.33% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
63,460
shares
|
$5.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
63,030
shares
|
$5.63 Million
3.0% of portfolio
|
Q1 2025
Reduced 90.52%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
62,903
shares
|
$5.62 Million
0.16% of portfolio
|
Q4 2024
Reduced 26.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
62,417
shares
|
$5.58 Million
0.09% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
62,292
shares
|
$5.56 Million
6.27% of portfolio
|
Q1 2025
Reduced 33.72%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
61,766
shares
|
$5.52 Million
1.79% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
61,408
shares
|
$5.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
61,407
shares
|
$5.48 Million
6.15% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61,214
shares
|
$5.47 Million
0.21% of portfolio
|
Q2 2020
Reduced 16.88%
|