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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
245
shares
|
$22,993
0.0% of portfolio
|
Q3 2024
Reduced 48.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
243
shares
|
$22,805
0.0% of portfolio
|
Q1 2024
Added 143.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
242
shares
|
$22,711
0.0% of portfolio
|
Q3 2024
Added 198.77%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
234
shares
|
$21,960
0.01% of portfolio
|
Q4 2023
Reduced 30.15%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
234
shares
|
$21,960
0.01% of portfolio
|
Q2 2023
Added 38.46%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
228
shares
|
$21,397
0.01% of portfolio
|
Q3 2024
Reduced 40.47%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
227
shares
|
$21,303
0.0% of portfolio
|
Q1 2024
Added 1235.29%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
225
shares
|
$21,116
0.01% of portfolio
|
Q4 2023
Added 164.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
223
shares
|
$20,928
0.0% of portfolio
|
Q3 2024
Reduced 47.53%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
220
shares
|
$20,647
0.01% of portfolio
|
Q2 2024
Reduced 25.42%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
220
shares
|
$20,647
0.01% of portfolio
|
Q4 2023
Reduced 85.02%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
215
shares
|
$20,177
0.01% of portfolio
|
Q3 2024
Added 58.09%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
214
shares
|
$20,083
0.01% of portfolio
|
Q1 2024
Reduced 57.37%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
209
shares
|
$19,614
0.0% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
208
shares
|
$19,520
0.01% of portfolio
|
Q1 2024
Reduced 73.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
208
shares
|
$19,520
0.0% of portfolio
|
Q3 2024
Reduced 31.8%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
204
shares
|
$19,145
0.01% of portfolio
|
Q1 2024
Added 148.78%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
200
shares
|
$18,770
0.01% of portfolio
|
Q1 2024
Reduced 64.6%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
199
shares
|
$18,676
0.0% of portfolio
|
Q3 2022
Reduced 83.33%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
199
shares
|
$18,676
0.1% of portfolio
|
Q1 2023
Reduced 90.73%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
190
shares
|
$17,831
0.01% of portfolio
|
Q3 2024
Added 251.85%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
190
shares
|
$17,831
0.01% of portfolio
|
Q4 2022
Added 1.06%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
188
shares
|
$17,643
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
175
shares
|
$16,423
0.01% of portfolio
|
Q1 2023
Reduced 83.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
171
shares
|
$16,048
0.0% of portfolio
|
Q4 2023
Reduced 72.15%
|