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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
30,584
shares
|
$2.94 Million
1.39% of portfolio
|
Q3 2024
Added 33.72%
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
30,578
shares
|
$2.94 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
30,550
shares
|
$2.94 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
30,526
shares
|
$2.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
30,497
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
30,426
shares
|
$2.93 Million
0.13% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
30,288
shares
|
$2.91 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
30,251
shares
|
$2.91 Million
1.86% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
30,187
shares
|
$2.91 Million
0.03% of portfolio
|
Q3 2024
Added 27.56%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
30,081
shares
|
$2.89 Million
1.71% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
29,981
shares
|
$2.89 Million
0.28% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
29,975
shares
|
$2.88 Million
0.49% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
29,973
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
29,800
shares
|
$2.87 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
|
$2.87 Million
0.43% of portfolio
|
Q3 2022
Reduced 8.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
29,771
shares
|
$2.87 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
29,747
shares
|
$2.86 Million
0.38% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
29,669
shares
|
$2.86 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
29,634
shares
|
$2.85 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
29,477
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
29,407
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
29,406
shares
|
$2.83 Million
0.08% of portfolio
|
Q3 2024
Reduced 50.01%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
29,353
shares
|
$2.82 Million
0.63% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
29,196
shares
|
$2.81 Million
0.61% of portfolio
|
Q4 2022
Added 4.76%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
28,927
shares
|
$2.78 Million
0.34% of portfolio
|
Q3 2024
Added 1.93%
|