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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,019
shares
|
$272,404
0.02% of portfolio
|
Q2 2022
Reduced 5.12%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,017
shares
|
$272,223
0.03% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,010
shares
|
$271,592
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
3,008
shares
|
$271,411
0.02% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
3,005
shares
|
$271,141
0.14% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
3,004
shares
|
$271,050
0.13% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
3,000
shares
|
$270,690
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
3,000
shares
|
$270,690
0.06% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Lincoln Capital LLC
|
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$270,690
0.05% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$270,690
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
2,999
shares
|
$270,599
0.05% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
2,997
shares
|
$270,419
0.09% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,987
shares
|
$269,517
0.19% of portfolio
|
Q1 2023
Reduced 3.05%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,986
shares
|
$269,426
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
2,986
shares
|
$269,426
0.16% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,981
shares
|
$268,975
0.01% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,980
shares
|
$268,885
0.01% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,971
shares
|
$268,073
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,957
shares
|
$266,810
0.03% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
2,949
shares
|
$266,088
0.26% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,945
shares
|
$265,727
0.07% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,940
shares
|
$265,276
0.04% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
2,935
shares
|
$264,825
0.29% of portfolio
|
Q3 2022
Added 27.39%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
2,929
shares
|
$264,283
0.09% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
2,927
shares
|
$264,103
0.23% of portfolio
|
Q1 2025
Added 3.76%
|