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 1,912 institutions that hold shares in the stock, with a total of 252 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,297
shares
|
$4.76 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,681
shares
|
$4.7 Million
0.4% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
50,658
shares
|
$4.7 Million
0.32% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
50,378
shares
|
$4.68 Million
0.32% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
50,231
shares
|
$4.66 Million
0.98% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
50,156
shares
|
$4.65 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
49,995
shares
|
$4.64 Million
0.76% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
49,843
shares
|
$4.63 Million
0.58% of portfolio
|
Q2 2025
Added 17.84%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
49,687
shares
|
$4.61 Million
0.37% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
49,467
shares
|
$4.59 Million
0.52% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
49,402
shares
|
$4.58 Million
0.88% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
49,357
shares
|
$4.58 Million
0.52% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Zeit Capital LLC
|
Aug 26, 2025 Q2 2025 |
48,670
shares
|
$4.52 Million
3.1% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
48,454
shares
|
$4.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
48,283
shares
|
$4.48 Million
1.85% of portfolio
|
Q2 2025
Reduced 15.02%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,211
shares
|
$4.47 Million
0.49% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
48,104
shares
|
$4.46 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
47,882
shares
|
$4.44 Million
2.08% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
47,462
shares
|
$4.4 Million
4.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
47,240
shares
|
$4.38 Million
1.07% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
47,136
shares
|
$4.37 Million
0.74% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
47,121
shares
|
$4.37 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
47,108
shares
|
$4.37 Million
0.08% of portfolio
|
Q2 2025
Added 116.62%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
47,082
shares
|
$4.37 Million
3.9% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
46,243
shares
|
$4.29 Million
1.2% of portfolio
|
Q2 2025
New holding
|