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 1,920 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 $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richmond Brothers, Inc.
Jackson, MI |
Aug 08, 2025 Q2 2025 |
38,820
shares
|
$3.5 Million
2.28% of portfolio
|
Q2 2025
Reduced 54.36%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
38,409
shares
|
$3.47 Million
2.43% of portfolio
|
Q3 2025
Reduced 53.12%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
38,399
shares
|
$3.46 Million
0.3% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
38,295
shares
|
$3.46 Million
1.02% of portfolio
|
Q3 2025
Added 67.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
38,273
shares
|
$3.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
38,000
shares
|
$3.43 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
37,975
shares
|
$3.43 Million
0.64% of portfolio
|
Q3 2023
Added 3.56%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,941
shares
|
$3.42 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
37,768
shares
|
$3.41 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
37,698
shares
|
$3.4 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
37,649
shares
|
$3.4 Million
1.09% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
37,647
shares
|
$3.4 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
37,400
shares
|
$3.37 Million
1.18% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
37,317
shares
|
$3.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
37,199
shares
|
$3.36 Million
0.51% of portfolio
|
Q3 2025
Added 15.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
37,174
shares
|
$3.35 Million
0.07% of portfolio
|
Q3 2025
Added 56.38%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
37,118
shares
|
$3.35 Million
0.11% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
36,705
shares
|
$3.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
36,693
shares
|
$3.31 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
36,573
shares
|
$3.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
36,519
shares
|
$3.3 Million
0.28% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
36,434
shares
|
$3.29 Million
1.36% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
36,300
shares
|
$3.28 Million
0.13% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
36,260
shares
|
$3.27 Million
1.15% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
36,226
shares
|
$3.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.25%
|