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 |
|---|---|---|---|---|---|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
34,136
shares
|
$3.22 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
33,998
shares
|
$3.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 32.89%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
33,774
shares
|
$3.18 Million
1.56% of portfolio
|
Q3 2024
Added 53.3%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
33,228
shares
|
$3.13 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
33,097
shares
|
$3.12 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
32,963
shares
|
$3.11 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
32,898
shares
|
$3.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
32,871
shares
|
$3.1 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
32,848
shares
|
$3.1 Million
0.06% of portfolio
|
Q3 2024
Added 97.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
32,550
shares
|
$3.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 59.11%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
32,525
shares
|
$3.07 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
32,459
shares
|
$3.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
32,348
shares
|
$3.05 Million
0.07% of portfolio
|
Q1 2024
Added 41.85%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
32,229
shares
|
$3.04 Million
1.63% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
32,118
shares
|
$3.03 Million
0.31% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
32,089
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
32,028
shares
|
$3.02 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
31,913
shares
|
$3.01 Million
0.17% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
31,786
shares
|
$3 Million
1.43% of portfolio
|
Q3 2024
Added 1660.02%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
31,671
shares
|
$2.99 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
31,646
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
31,514
shares
|
$2.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
31,204
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.75%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
31,194
shares
|
$2.94 Million
0.43% of portfolio
|
Q3 2024
Reduced 46.4%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
31,001
shares
|
$2.92 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.42%
|