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 1,913 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
3,039
shares
|
$286,547
0.07% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
3,031
shares
|
$285,792
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,023
shares
|
$285,038
0.21% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,019
shares
|
$284,661
0.02% of portfolio
|
Q2 2022
Reduced 5.12%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,010
shares
|
$283,812
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$282,870
0.15% of portfolio
|
Q4 2024
Added 45.49%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$282,870
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$282,870
0.06% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$282,870
0.06% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$282,870
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,998
shares
|
$282,681
0.13% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,994
shares
|
$282,304
0.05% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
2,993
shares
|
$282,209
0.06% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
2,992
shares
|
$282,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,987
shares
|
$281,644
0.19% of portfolio
|
Q1 2023
Reduced 3.05%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,984
shares
|
$281,361
0.09% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,972
shares
|
$280,229
0.02% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,971
shares
|
$280,135
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
2,966
shares
|
$279,664
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,963
shares
|
$279,381
0.03% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
2,937
shares
|
$276,929
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
2,935
shares
|
$276,741
0.29% of portfolio
|
Q3 2022
Added 27.39%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
2,933
shares
|
$276,552
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,930
shares
|
$276,269
0.01% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,929
shares
|
$276,175
0.03% of portfolio
|
Q4 2024
Added 19.11%
|