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 |
|---|---|---|---|---|---|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
43,486
shares
|
$3.88 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
43,425
shares
|
$3.88 Million
0.27% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
43,146
shares
|
$3.85 Million
1.38% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
43,005
shares
|
$3.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
42,814
shares
|
$3.82 Million
0.7% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
42,748
shares
|
$3.82 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
42,467
shares
|
$3.79 Million
0.37% of portfolio
|
Q1 2025
Added 26.19%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
42,296
shares
|
$3.78 Million
0.55% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
42,178
shares
|
$3.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
42,170
shares
|
$3.77 Million
1.07% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
41,930
shares
|
$3.75 Million
0.53% of portfolio
|
Q4 2024
Reduced 73.81%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
41,458
shares
|
$3.7 Million
0.73% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
41,261
shares
|
$3.69 Million
0.24% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
41,058
shares
|
$3.67 Million
2.63% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
40,951
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.16%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
40,944
shares
|
$3.66 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
40,934
shares
|
$3.66 Million
1.53% of portfolio
|
Q1 2025
Added 31.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
40,862
shares
|
$3.65 Million
0.33% of portfolio
|
Q4 2022
Reduced 29.04%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
40,826
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
40,411
shares
|
$3.61 Million
0.07% of portfolio
|
Q1 2025
Added 50.69%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
40,126
shares
|
$3.58 Million
0.41% of portfolio
|
Q3 2023
Added 1177.9%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
40,125
shares
|
$3.58 Million
2.97% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
40,053
shares
|
$3.58 Million
1.36% of portfolio
|
Q1 2025
Added 1298.5%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
40,026
shares
|
$3.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
40,000
shares
|
$3.57 Million
2.0% of portfolio
|
Q1 2025
Added 122.22%
|