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 1,942 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 |
|---|---|---|---|---|---|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
11,160
shares
|
$999,043
0.22% of portfolio
|
Q1 2024
Reduced 44.0%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
11,042
shares
|
$988,479
0.72% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
11,012
shares
|
$985,794
0.28% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,982
shares
|
$983,108
0.46% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10,978
shares
|
$982,750
0.05% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
10,912
shares
|
$976,842
0.42% of portfolio
|
Q1 2025
Added 111.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,889
shares
|
$974,783
0.01% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
10,888
shares
|
$974,693
0.04% of portfolio
|
Q1 2025
Added 49.87%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
10,839
shares
|
$970,307
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,824
shares
|
$968,964
0.66% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,810
shares
|
$967,711
0.04% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,765
shares
|
$963,682
0.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
10,764
shares
|
$963,593
0.03% of portfolio
|
Q2 2025
Added 46.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,731
shares
|
$960,639
0.07% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
10,720
shares
|
$959,654
0.44% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
10,709
shares
|
$958,669
0.65% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
10,687
shares
|
$956,700
0.33% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
10,669
shares
|
$955,088
0.05% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
10,632
shares
|
$951,776
0.51% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
10,535
shares
|
$943,093
0.68% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,447
shares
|
$935,215
0.19% of portfolio
|
Q1 2025
Reduced 44.79%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
10,436
shares
|
$934,230
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
10,422
shares
|
$932,977
0.2% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,395
shares
|
$930,560
0.8% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
10,383
shares
|
$929,486
0.02% of portfolio
|
Q1 2025
Reduced 11.69%
|