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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
30,580
shares
|
$2.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
30,532
shares
|
$2.73 Million
0.7% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,471
shares
|
$2.72 Million
0.08% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
30,103
shares
|
$2.69 Million
2.05% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
30,072
shares
|
$2.69 Million
0.95% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
29,945
shares
|
$2.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
29,906
shares
|
$2.67 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
29,837
shares
|
$2.67 Million
1.72% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
29,827
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
29,800
shares
|
$2.66 Million
2.01% of portfolio
|
Q2 2023
Added 13.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
29,797
shares
|
$2.66 Million
0.43% of portfolio
|
Q3 2022
Reduced 8.23%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
29,672
shares
|
$2.65 Million
1.99% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
29,537
shares
|
$2.64 Million
0.07% of portfolio
|
Q1 2025
Reduced 59.75%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
29,388
shares
|
$2.62 Million
1.24% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
29,355
shares
|
$2.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
29,353
shares
|
$2.62 Million
0.63% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
29,251
shares
|
$2.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
29,196
shares
|
$2.61 Million
0.61% of portfolio
|
Q4 2022
Added 4.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
29,090
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
29,058
shares
|
$2.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 80.8%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
28,918
shares
|
$2.58 Million
0.66% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$2.57 Million
0.18% of portfolio
|
Q3 2023
Added 5.9%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
28,609
shares
|
$2.56 Million
0.24% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
28,385
shares
|
$2.54 Million
0.92% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
28,352
shares
|
$2.53 Million
0.4% of portfolio
|
Q4 2024
Added 1.04%
|