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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
38,798
shares
|
$3.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
38,647
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
38,550
shares
|
$3.58 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
38,513
shares
|
$3.57 Million
0.55% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
38,399
shares
|
$3.56 Million
0.3% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
38,273
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
38,092
shares
|
$3.54 Million
2.41% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
38,000
shares
|
$3.53 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
37,975
shares
|
$3.52 Million
0.64% of portfolio
|
Q3 2023
Added 3.56%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
37,698
shares
|
$3.5 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
37,647
shares
|
$3.49 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
37,487
shares
|
$3.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
37,435
shares
|
$3.47 Million
0.11% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
37,317
shares
|
$3.46 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
37,013
shares
|
$3.44 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
36,628
shares
|
$3.4 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
36,573
shares
|
$3.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
36,519
shares
|
$3.39 Million
0.28% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
36,434
shares
|
$3.38 Million
1.36% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
36,318
shares
|
$3.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
36,218
shares
|
$3.36 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
35,993
shares
|
$3.34 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
35,605
shares
|
$3.3 Million
1.18% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
35,554
shares
|
$3.3 Million
1.09% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
35,364
shares
|
$3.28 Million
1.12% of portfolio
|
Q2 2025
Added 0.51%
|