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 1,921 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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
14,339
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
14,261
shares
|
$1.28 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
14,249
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,243
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,225
shares
|
$1.28 Million
0.14% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
14,185
shares
|
$1.27 Million
0.45% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
14,160
shares
|
$1.27 Million
1.3% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,111
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
14,088
shares
|
$1.26 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
13,972
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
13,931
shares
|
$1.25 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
13,923
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
13,911
shares
|
$1.25 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
13,900
shares
|
$1.25 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
|
$1.25 Million
0.05% of portfolio
|
Q3 2022
Added 18.07%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
13,877
shares
|
$1.24 Million
0.36% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,805
shares
|
$1.24 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
13,791
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
13,790
shares
|
$1.24 Million
0.53% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
13,704
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
13,557
shares
|
$1.22 Million
0.07% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
13,546
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2023
Reduced 2.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13,504
shares
|
$1.21 Million
0.85% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
13,498
shares
|
$1.21 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
13,487
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.1%
|