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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,271
shares
|
$4.76 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
53,129
shares
|
$4.75 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
53,006
shares
|
$4.73 Million
3.07% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
52,963
shares
|
$4.73 Million
0.15% of portfolio
|
Q4 2023
Reduced 14.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
52,840
shares
|
$4.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
52,536
shares
|
$4.69 Million
0.52% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
52,309
shares
|
$4.67 Million
1.25% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
51,936
shares
|
$4.64 Million
1.71% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
51,451
shares
|
$4.6 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,297
shares
|
$4.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
51,039
shares
|
$4.56 Million
1.11% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
50,516
shares
|
$4.51 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
50,188
shares
|
$4.48 Million
0.34% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
50,188
shares
|
$4.48 Million
0.47% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
49,525
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.9%
|
|
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
49,523
shares
|
$4.42 Million
1.15% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
49,467
shares
|
$4.42 Million
0.52% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
49,327
shares
|
$4.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
48,813
shares
|
$4.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
48,680
shares
|
$4.35 Million
0.07% of portfolio
|
Q1 2025
Added 47.17%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
48,668
shares
|
$4.35 Million
1.44% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
48,349
shares
|
$4.32 Million
3.37% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,211
shares
|
$4.31 Million
0.49% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
47,509
shares
|
$4.24 Million
1.75% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
47,462
shares
|
$4.24 Million
4.04% of portfolio
|
Q3 2024
New holding
|