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 252 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
454,308
shares
|
$40.6 Million
2.13% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
446,208
shares
|
$39.9 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
439,840
shares
|
$39.3 Million
0.44% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
425,913
shares
|
$38 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
401,571
shares
|
$35.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
397,448
shares
|
$35.5 Million
5.96% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
387,069
shares
|
$34.6 Million
0.79% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
384,821
shares
|
$34.4 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
383,482
shares
|
$34.3 Million
0.07% of portfolio
|
Q2 2025
Added 34.91%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
377,695
shares
|
$33.7 Million
0.34% of portfolio
|
Q2 2025
Added 559.2%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
374,715
shares
|
$33.5 Million
3.79% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
372,913
shares
|
$33.3 Million
3.4% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
372,585
shares
|
$33.3 Million
0.87% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
365,466
shares
|
$32.6 Million
7.25% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
359,940
shares
|
$32.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
352,772
shares
|
$31.5 Million
0.17% of portfolio
|
Q2 2023
Reduced 49.37%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
345,582
shares
|
$30.9 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
328,338
shares
|
$29.3 Million
0.82% of portfolio
|
Q2 2024
Reduced 26.77%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
325,849
shares
|
$29.1 Million
2.89% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
323,666
shares
|
$28.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
316,240
shares
|
$28.2 Million
0.75% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
315,178
shares
|
$28.2 Million
0.9% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
304,991
shares
|
$27.2 Million
3.29% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
300,356
shares
|
$26.8 Million
2.45% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
297,951
shares
|
$26.6 Million
1.93% of portfolio
|
Q4 2024
Added 8.01%
|