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 1,943 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
59,993
shares
|
$5.37 Million
2.63% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
59,186
shares
|
$5.3 Million
0.31% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
59,019
shares
|
$5.28 Million
3.81% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
58,760
shares
|
$5.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
58,748
shares
|
$5.26 Million
0.22% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
58,719
shares
|
$5.26 Million
1.21% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
58,615
shares
|
$5.25 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
58,262
shares
|
$5.22 Million
2.75% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
57,741
shares
|
$5.17 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
57,349
shares
|
$5.13 Million
0.28% of portfolio
|
Q1 2025
Added 1478.12%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
57,339
shares
|
$5.13 Million
0.75% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
57,296
shares
|
$5.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
57,124
shares
|
$5.11 Million
3.19% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
56,814
shares
|
$5.09 Million
2.55% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
56,610
shares
|
$5.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
56,161
shares
|
$5.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
55,502
shares
|
$4.97 Million
0.02% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
55,271
shares
|
$4.95 Million
1.06% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
54,719
shares
|
$4.9 Million
0.2% of portfolio
|
Q1 2025
Added 216.55%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
54,000
shares
|
$4.83 Million
0.3% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
53,848
shares
|
$4.82 Million
2.98% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
53,824
shares
|
$4.82 Million
0.86% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,271
shares
|
$4.77 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
53,129
shares
|
$4.76 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
53,006
shares
|
$4.75 Million
3.07% of portfolio
|
Q1 2025
Added 2.11%
|