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 |
|---|---|---|---|---|---|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
468,643
shares
|
$45.1 Million
0.96% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
418,836
shares
|
$40.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
398,982
shares
|
$38.4 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
397,777
shares
|
$38.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
389,682
shares
|
$37.5 Million
1.07% of portfolio
|
Q3 2024
Reduced 33.74%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
385,003
shares
|
$37.1 Million
0.5% of portfolio
|
Q2 2024
Added 16.07%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
374,715
shares
|
$36.1 Million
3.79% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
371,638
shares
|
$35.8 Million
6.82% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
365,466
shares
|
$35.2 Million
7.25% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
362,529
shares
|
$34.9 Million
0.1% of portfolio
|
Q3 2024
Added 803.34%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
356,596
shares
|
$34.3 Million
2.07% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
353,179
shares
|
$34 Million
0.72% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
352,772
shares
|
$34 Million
0.17% of portfolio
|
Q2 2023
Reduced 49.37%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
341,020
shares
|
$32.8 Million
0.67% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
339,614
shares
|
$32.7 Million
3.36% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
339,287
shares
|
$32.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
328,338
shares
|
$31.6 Million
0.89% of portfolio
|
Q2 2024
Reduced 26.77%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
325,025
shares
|
$31.3 Million
5.07% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
316,526
shares
|
$30.5 Million
3.91% of portfolio
|
Q3 2024
Reduced 52.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
312,465
shares
|
$30.1 Million
0.1% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
310,326
shares
|
$29.9 Million
1.1% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
297,700
shares
|
$28.7 Million
3.11% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
292,688
shares
|
$28.2 Million
3.14% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
292,321
shares
|
$28.1 Million
12.22% of portfolio
|
Q3 2024
New holding
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
291,057
shares
|
$28 Million
1.97% of portfolio
|
Q3 2024
Added 231.89%
|