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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
45,928
shares
|
$4.42 Million
1.47% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
45,881
shares
|
$4.42 Million
0.46% of portfolio
|
Q2 2024
Added 51.67%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
45,876
shares
|
$4.42 Million
1.74% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
45,865
shares
|
$4.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
45,784
shares
|
$4.41 Million
0.51% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
45,506
shares
|
$4.38 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
45,086
shares
|
$4.34 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
45,000
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
44,795
shares
|
$4.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
44,783
shares
|
$4.31 Million
1.79% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
44,738
shares
|
$4.31 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
44,706
shares
|
$4.3 Million
3.08% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
44,535
shares
|
$4.29 Million
1.34% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
44,302
shares
|
$4.26 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Drystone LLC
|
Nov 01, 2022 Q3 2022 |
44,242
shares
|
$4.26 Million
5.12% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
43,115
shares
|
$4.15 Million
0.77% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
43,053
shares
|
$4.14 Million
0.59% of portfolio
|
Q4 2022
Added 170.69%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
43,051
shares
|
$4.14 Million
0.77% of portfolio
|
Q4 2023
Added 2.3%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
42,608
shares
|
$4.1 Million
4.39% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
42,075
shares
|
$4.05 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
41,908
shares
|
$4.03 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
41,757
shares
|
$4.02 Million
0.13% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
41,754
shares
|
$4.02 Million
1.35% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
41,472
shares
|
$3.99 Million
0.69% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
40,963
shares
|
$3.94 Million
0.4% of portfolio
|
Q3 2024
Reduced 36.85%
|