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 1,824 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
56,656
shares
|
$5.45 Million
0.13% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
56,195
shares
|
$5.41 Million
2.04% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
55,713
shares
|
$5.36 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
55,155
shares
|
$5.31 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
55,058
shares
|
$5.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
54,779
shares
|
$5.27 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
54,599
shares
|
$5.25 Million
0.62% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
54,522
shares
|
$5.25 Million
0.95% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
54,514
shares
|
$5.25 Million
3.25% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
54,248
shares
|
$5.22 Million
1.04% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
54,010
shares
|
$5.2 Million
2.54% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
53,774
shares
|
$5.18 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
53,506
shares
|
$5.15 Million
0.49% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
52,984
shares
|
$5.1 Million
3.38% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
52,963
shares
|
$5.1 Million
0.15% of portfolio
|
Q4 2023
Reduced 14.5%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
52,645
shares
|
$5.07 Million
1.66% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
52,118
shares
|
$5.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
51,858
shares
|
$4.99 Million
3.18% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
51,647
shares
|
$4.97 Million
2.73% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
51,557
shares
|
$4.96 Million
1.74% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
51,482
shares
|
$4.95 Million
1.38% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
51,451
shares
|
$4.95 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,297
shares
|
$4.94 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
51,290
shares
|
$4.94 Million
2.54% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
51,050
shares
|
$4.91 Million
0.37% of portfolio
|
Q3 2024
Added 5.13%
|