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 235 Million shares, which have been reported (via 13F filing form) to have a value of $21.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
20,712
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,467
shares
|
$1.84 Million
0.29% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
20,463
shares
|
$1.84 Million
0.76% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
20,458
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
20,446
shares
|
$1.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
20,391
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
20,349
shares
|
$1.83 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
20,213
shares
|
$1.81 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,204
shares
|
$1.81 Million
0.16% of portfolio
|
Q3 2022
Reduced 1.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,196
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
20,172
shares
|
$1.81 Million
0.67% of portfolio
|
Q4 2024
Added 92.5%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
20,056
shares
|
$1.8 Million
0.36% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
20,016
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
19,997
shares
|
$1.79 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
19,959
shares
|
$1.79 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,934
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
19,913
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
19,792
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
19,707
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,701
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
19,664
shares
|
$1.76 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
19,644
shares
|
$1.76 Million
0.28% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
19,612
shares
|
$1.76 Million
0.22% of portfolio
|
Q4 2024
Added 45.82%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
19,413
shares
|
$1.74 Million
0.91% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
19,390
shares
|
$1.74 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.66%
|