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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,271
shares
|
$4.79 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
53,129
shares
|
$4.77 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
53,047
shares
|
$4.77 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
52,985
shares
|
$4.76 Million
2.6% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
52,963
shares
|
$4.76 Million
0.15% of portfolio
|
Q4 2023
Reduced 14.5%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
52,845
shares
|
$4.75 Million
3.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
52,840
shares
|
$4.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
52,828
shares
|
$4.75 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
52,589
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Added 91.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
52,301
shares
|
$4.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 45.2%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
52,014
shares
|
$4.67 Million
0.83% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
51,936
shares
|
$4.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
51,913
shares
|
$4.66 Million
2.95% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
51,850
shares
|
$4.66 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
51,769
shares
|
$4.65 Million
0.11% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
51,451
shares
|
$4.62 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,297
shares
|
$4.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
51,262
shares
|
$4.6 Million
1.12% of portfolio
|
Q4 2024
Added 28.21%
|
|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
51,021
shares
|
$4.58 Million
2.83% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
50,952
shares
|
$4.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
50,765
shares
|
$4.56 Million
0.07% of portfolio
|
Q4 2024
Reduced 92.4%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
50,502
shares
|
$4.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
50,144
shares
|
$4.5 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
50,002
shares
|
$4.49 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
49,678
shares
|
$4.46 Million
0.49% of portfolio
|
Q4 2024
Added 1.81%
|