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 1,912 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 $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
71,313
shares
|
$6.62 Million
5.61% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
70,972
shares
|
$6.59 Million
3.43% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
70,572
shares
|
$6.55 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
70,516
shares
|
$6.54 Million
1.05% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
70,441
shares
|
$6.54 Million
2.96% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
70,269
shares
|
$6.52 Million
0.36% of portfolio
|
Q2 2025
Reduced 25.08%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Aug 13, 2025 Q2 2025 |
69,923
shares
|
$6.49 Million
1.62% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
69,597
shares
|
$6.46 Million
1.66% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
69,088
shares
|
$6.41 Million
0.99% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
68,859
shares
|
$6.39 Million
1.74% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Rainwater Charitable Foundation
|
Jul 28, 2025 Q2 2025 |
68,428
shares
|
$6.35 Million
3.6% of portfolio
|
Q4 2022
Reduced 35.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
67,931
shares
|
$6.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
67,553
shares
|
$6.27 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
67,538
shares
|
$6.27 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
67,360
shares
|
$6.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
66,805
shares
|
$6.2 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
66,652
shares
|
$6.19 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
66,340
shares
|
$6.16 Million
0.96% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
66,235
shares
|
$6.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
65,801
shares
|
$6.11 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
65,523
shares
|
$6.08 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
65,432
shares
|
$6.07 Million
2.23% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
65,145
shares
|
$6.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
64,560
shares
|
$5.99 Million
0.09% of portfolio
|
Q2 2023
Added 2.98%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
64,418
shares
|
$5.98 Million
1.18% of portfolio
|
Q2 2025
Added 0.51%
|