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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
52,963
shares
|
$4.74 Million
0.15% of portfolio
|
Q4 2023
Reduced 14.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
52,840
shares
|
$4.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
52,754
shares
|
$4.72 Million
0.6% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
52,536
shares
|
$4.7 Million
0.52% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
52,309
shares
|
$4.68 Million
1.25% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
51,936
shares
|
$4.65 Million
1.71% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
51,451
shares
|
$4.61 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,297
shares
|
$4.59 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
51,039
shares
|
$4.57 Million
1.11% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
50,658
shares
|
$4.53 Million
0.32% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
50,516
shares
|
$4.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
50,231
shares
|
$4.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
50,188
shares
|
$4.49 Million
0.47% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
49,467
shares
|
$4.43 Million
0.52% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
49,402
shares
|
$4.42 Million
0.88% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
49,327
shares
|
$4.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
48,813
shares
|
$4.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
48,680
shares
|
$4.36 Million
0.07% of portfolio
|
Q1 2025
Added 47.17%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
48,668
shares
|
$4.36 Million
1.44% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
48,349
shares
|
$4.33 Million
3.37% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,211
shares
|
$4.32 Million
0.49% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
47,882
shares
|
$4.29 Million
2.08% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
47,509
shares
|
$4.25 Million
1.75% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
47,462
shares
|
$4.25 Million
4.04% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
47,414
shares
|
$4.24 Million
0.34% of portfolio
|
Q1 2025
Added 11.33%
|