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 |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
3,608
shares
|
$335,796
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,601
shares
|
$335,145
0.25% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
3,591
shares
|
$334,214
0.18% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,587
shares
|
$333,842
0.03% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
3,569
shares
|
$332,166
0.34% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
3,555
shares
|
$330,863
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,554
shares
|
$330,770
0.01% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
3,551
shares
|
$330,491
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,549
shares
|
$330,305
0.05% of portfolio
|
Q1 2023
Reduced 13.59%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,530
shares
|
$328,537
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
3,527
shares
|
$328,257
0.09% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,527
shares
|
$328,257
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
3,525
shares
|
$328,071
0.09% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,516
shares
|
$327,234
0.25% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,482
shares
|
$324,069
0.05% of portfolio
|
Q2 2024
Added 1.46%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
3,476
shares
|
$323,511
0.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
3,470
shares
|
$322,952
0.07% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
3,468
shares
|
$322,766
0.28% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
3,464
shares
|
$322,394
0.14% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
3,455
shares
|
$321,556
0.14% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
3,450
shares
|
$321,091
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
3,449
shares
|
$320,998
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,429
shares
|
$319,137
0.13% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
3,422
shares
|
$318,485
0.18% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,414
shares
|
$317,740
0.08% of portfolio
|
Q3 2024
Added 2.65%
|