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 1,825 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 $22.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
63,947
shares
|
$6.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
63,940
shares
|
$6.03 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
62,869
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Added 30.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
62,000
shares
|
$5.84 Million
0.14% of portfolio
|
Q2 2024
Reduced 46.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
61,922
shares
|
$5.84 Million
0.08% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
61,899
shares
|
$5.84 Million
1.79% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
61,407
shares
|
$5.79 Million
6.15% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
61,261
shares
|
$5.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61,214
shares
|
$5.77 Million
0.21% of portfolio
|
Q2 2020
Reduced 16.88%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
60,824
shares
|
$5.73 Million
0.81% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
60,622
shares
|
$5.71 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
60,551
shares
|
$5.71 Million
0.09% of portfolio
|
Q3 2024
Added 41.25%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
60,243
shares
|
$5.68 Million
1.67% of portfolio
|
Q3 2024
Added 817.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
59,995
shares
|
$5.66 Million
0.27% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
59,890
shares
|
$5.65 Million
3.17% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
59,869
shares
|
$5.64 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
59,765
shares
|
$5.63 Million
0.08% of portfolio
|
Q3 2024
Added 378.54%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
59,511
shares
|
$5.61 Million
0.2% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
58,686
shares
|
$5.53 Million
0.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
58,686
shares
|
$5.53 Million
3.5% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,123
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
57,559
shares
|
$5.43 Million
0.11% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
57,504
shares
|
$5.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
57,246
shares
|
$5.4 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
56,982
shares
|
$5.37 Million
3.91% of portfolio
|
Q3 2024
Reduced 0.15%
|