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 |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
60,903
shares
|
$5.44 Million
0.99% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
60,019
shares
|
$5.36 Million
0.28% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
59,993
shares
|
$5.36 Million
2.63% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
59,386
shares
|
$5.3 Million
3.13% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
59,186
shares
|
$5.29 Million
0.31% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
59,019
shares
|
$5.27 Million
3.81% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
58,835
shares
|
$5.26 Million
3.32% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
58,760
shares
|
$5.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
58,748
shares
|
$5.25 Million
0.22% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
58,719
shares
|
$5.24 Million
1.21% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
57,431
shares
|
$5.13 Million
2.91% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
57,349
shares
|
$5.12 Million
0.28% of portfolio
|
Q1 2025
Added 1478.12%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
57,339
shares
|
$5.12 Million
0.75% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
57,296
shares
|
$5.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
57,124
shares
|
$5.1 Million
3.19% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
56,814
shares
|
$5.07 Million
2.55% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
56,610
shares
|
$5.06 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
56,161
shares
|
$5.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
55,502
shares
|
$4.96 Million
0.02% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
54,719
shares
|
$4.89 Million
0.2% of portfolio
|
Q1 2025
Added 216.55%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
54,248
shares
|
$4.85 Million
1.04% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
54,000
shares
|
$4.82 Million
0.3% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
53,848
shares
|
$4.81 Million
2.98% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
53,824
shares
|
$4.81 Million
0.86% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
53,421
shares
|
$4.77 Million
1.19% of portfolio
|
Q1 2025
Added 4.21%
|