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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
37,975
shares
|
$3.58 Million
0.64% of portfolio
|
Q3 2023
Added 3.56%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
37,895
shares
|
$3.57 Million
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
37,887
shares
|
$3.57 Million
1.12% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
37,744
shares
|
$3.56 Million
1.82% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
37,698
shares
|
$3.55 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
37,698
shares
|
$3.55 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
37,530
shares
|
$3.54 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
37,338
shares
|
$3.52 Million
0.66% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
37,200
shares
|
$3.51 Million
0.01% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
37,039
shares
|
$3.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,858
shares
|
$3.47 Million
0.47% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
36,566
shares
|
$3.45 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
36,375
shares
|
$3.43 Million
1.03% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
35,923
shares
|
$3.39 Million
0.76% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
35,832
shares
|
$3.38 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
35,680
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
35,389
shares
|
$3.34 Million
1.37% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
35,373
shares
|
$3.33 Million
1.91% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
35,311
shares
|
$3.33 Million
1.44% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
35,094
shares
|
$3.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,813
shares
|
$3.28 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
34,732
shares
|
$3.27 Million
1.25% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
34,225
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2024
Added 99.66%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
34,212
shares
|
$3.23 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
34,177
shares
|
$3.22 Million
1.28% of portfolio
|
Q3 2024
Added 4.48%
|