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 1,933 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
409,447
shares
|
$36.6 Million
0.32% of portfolio
|
Q1 2025
Added 234.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
409,309
shares
|
$36.6 Million
0.45% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
407,441
shares
|
$36.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 43.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
381,335
shares
|
$34.1 Million
0.9% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
378,298
shares
|
$33.8 Million
6.46% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
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%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
365,466
shares
|
$32.6 Million
7.25% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
356,772
shares
|
$31.9 Million
0.64% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
355,733
shares
|
$31.8 Million
1.83% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
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%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
348,264
shares
|
$31.1 Million
3.23% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
332,867
shares
|
$29.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
330,000
shares
|
$29.5 Million
1.09% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
May 15, 2025 Q1 2025 |
328,338
shares
|
$29.3 Million
0.94% of portfolio
|
Q2 2024
Reduced 26.77%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
316,911
shares
|
$28.3 Million
3.56% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
316,169
shares
|
$28.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
315,167
shares
|
$28.2 Million
0.1% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
313,331
shares
|
$28 Million
0.96% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
308,113
shares
|
$27.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 34.68%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
297,951
shares
|
$26.6 Million
1.93% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
297,348
shares
|
$26.6 Million
3.92% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
296,335
shares
|
$26.5 Million
0.78% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
290,451
shares
|
$25.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
284,247
shares
|
$25.4 Million
0.06% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
279,595
shares
|
$25 Million
3.44% of portfolio
|
Q1 2025
Added 5.26%
|