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 |
|---|---|---|---|---|---|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
14,224
shares
|
$1.4 Million
0.57% of portfolio
|
Q3 2023
Reduced 0.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
14,212
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
14,112
shares
|
$1.39 Million
0.48% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
14,076
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
14,065
shares
|
$1.38 Million
1.17% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
14,052
shares
|
$1.38 Million
0.53% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,044
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2024
Reduced 55.03%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
14,016
shares
|
$1.38 Million
0.59% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
13,962
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
13,953
shares
|
$1.37 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
13,949
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,943
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
13,934
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
13,900
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2023
Added 1.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,881
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2022
Added 18.07%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
13,881
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
13,880
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
13,805
shares
|
$1.36 Million
1.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
13,739
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
13,725
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
13,686
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2024
Added 5.02%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
13,630
shares
|
$1.34 Million
1.13% of portfolio
|
Q3 2024
Reduced 88.34%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
13,546
shares
|
$1.33 Million
0.33% of portfolio
|
Q2 2023
Reduced 2.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
13,511
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
13,466
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2024
Added 38.43%
|