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 1,825 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 $23.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
15,318
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
15,228
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
15,195
shares
|
$1.49 Million
0.22% of portfolio
|
Q3 2024
Reduced 49.22%
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
15,186
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
15,115
shares
|
$1.48 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
15,104
shares
|
$1.48 Million
0.55% of portfolio
|
Q3 2024
Reduced 55.43%
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
15,073
shares
|
$1.48 Million
0.21% of portfolio
|
Q3 2024
Added 40.1%
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
15,033
shares
|
$1.48 Million
0.62% of portfolio
|
Q3 2024
Added 2.14%
|
|
Price Capital Management, Inc.
Lafayette, LA |
Oct 17, 2024 Q3 2024 |
15,000
shares
|
$1.47 Million
7.15% of portfolio
|
Q3 2024
New holding
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
14,938
shares
|
$1.47 Million
1.5% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
14,912
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Added 8.51%
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,860
shares
|
$1.46 Million
0.54% of portfolio
|
Q3 2024
Added 1.36%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
14,857
shares
|
$1.46 Million
0.23% of portfolio
|
Q2 2022
Reduced 4.66%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,811
shares
|
$1.45 Million
0.26% of portfolio
|
Q4 2022
Added 73.78%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
14,808
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2024
Added 45.09%
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
14,782
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2024
Added 7.65%
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
14,772
shares
|
$1.45 Million
0.78% of portfolio
|
Q3 2024
Added 3.57%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,737
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 51.15%
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,691
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,676
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
14,621
shares
|
$1.44 Million
0.83% of portfolio
|
Q3 2024
Added 1.16%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
14,603
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
14,581
shares
|
$1.43 Million
0.28% of portfolio
|
Q3 2024
Added 0.16%
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
14,440
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
14,407
shares
|
$1.41 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.25%
|