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 1,826 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 $22.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
5,899
shares
|
$549,019
0.02% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,897
shares
|
$548,833
0.01% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
5,856
shares
|
$545,017
0.19% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
5,855
shares
|
$544,924
0.45% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
5,826
shares
|
$542,225
0.46% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
5,808
shares
|
$540,550
0.11% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
5,803
shares
|
$540,085
0.19% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,802
shares
|
$539,992
0.3% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
5,782
shares
|
$538,130
0.19% of portfolio
|
Q3 2024
Added 52.68%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
5,767
shares
|
$536,734
0.3% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
5,756
shares
|
$535,710
0.17% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,752
shares
|
$535,338
0.04% of portfolio
|
Q3 2024
Added 8236.23%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
5,735
shares
|
$533,756
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,722
shares
|
$532,546
0.04% of portfolio
|
Q4 2023
Reduced 4.95%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
5,712
shares
|
$531,615
0.4% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
5,709
shares
|
$531,336
0.03% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
5,708
shares
|
$531,243
0.05% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
5,665
shares
|
$527,241
0.24% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,626
shares
|
$523,611
0.08% of portfolio
|
Q3 2023
Added 2.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,623
shares
|
$523,332
0.03% of portfolio
|
Q4 2023
Added 2.07%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,616
shares
|
$522,681
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
5,598
shares
|
$521,005
0.31% of portfolio
|
Q3 2024
Reduced 66.96%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,560
shares
|
$517,469
0.56% of portfolio
|
Q3 2020
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,509
shares
|
$512,722
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
5,500
shares
|
$511,884
0.27% of portfolio
|
Q3 2024
Added 22.22%
|