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 |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
17,731
shares
|
$1.59 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
17,525
shares
|
$1.57 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
17,431
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
17,341
shares
|
$1.55 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,278
shares
|
$1.55 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
17,218
shares
|
$1.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 62.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
17,192
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
17,133
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2025
Reduced 60.2%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
17,103
shares
|
$1.53 Million
0.96% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
17,079
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,072
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
17,061
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
17,001
shares
|
$1.52 Million
1.02% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
17,000
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
16,923
shares
|
$1.51 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
16,873
shares
|
$1.51 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
16,831
shares
|
$1.51 Million
0.24% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
16,805
shares
|
$1.5 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
16,796
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
F
|
May 14, 2025 Q1 2025 |
16,759
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 55.54%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
16,724
shares
|
$1.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
16,723
shares
|
$1.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
16,493
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
16,479
shares
|
$1.48 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
16,477
shares
|
$1.48 Million
0.18% of portfolio
|
Q2 2024
Reduced 6.66%
|