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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
33,245
shares
|
$2.97 Million
0.36% of portfolio
|
Q1 2025
Reduced 62.53%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
33,228
shares
|
$2.97 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.67%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
32,966
shares
|
$2.94 Million
1.56% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
32,920
shares
|
$2.94 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
32,882
shares
|
$2.94 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
32,609
shares
|
$2.91 Million
0.4% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
32,348
shares
|
$2.89 Million
0.07% of portfolio
|
Q1 2024
Added 41.85%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
32,314
shares
|
$2.89 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
32,302
shares
|
$2.89 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
32,229
shares
|
$2.88 Million
1.63% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
32,209
shares
|
$2.88 Million
0.79% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
32,089
shares
|
$2.87 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
32,075
shares
|
$2.86 Million
0.37% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
31,708
shares
|
$2.83 Million
0.27% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
31,668
shares
|
$2.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
31,617
shares
|
$2.82 Million
0.4% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
31,602
shares
|
$2.82 Million
0.49% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
31,572
shares
|
$2.82 Million
0.22% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
31,541
shares
|
$2.82 Million
9.26% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
31,257
shares
|
$2.79 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
31,201
shares
|
$2.79 Million
0.73% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
31,147
shares
|
$2.78 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
30,847
shares
|
$2.76 Million
0.04% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
30,826
shares
|
$2.75 Million
1.49% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
30,781
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Added 54.41%
|