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 1,822 institutions that hold shares in the stock, with a total of 238 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,787
shares
|
$682,842
0.05% of portfolio
|
Q3 2024
Reduced 33.6%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
7,770
shares
|
$681,351
0.13% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
7,739
shares
|
$678,632
0.06% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
7,661
shares
|
$671,793
0.09% of portfolio
|
Q3 2024
Reduced 30.92%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
7,630
shares
|
$669,074
0.18% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
7,607
shares
|
$667,057
0.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
7,606
shares
|
$666,970
0.38% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
7,596
shares
|
$666,093
0.41% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,587
shares
|
$665,304
0.63% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
7,581
shares
|
$664,777
0.08% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
7,570
shares
|
$663,813
0.53% of portfolio
|
Q3 2024
Added 65.72%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
7,556
shares
|
$662,585
0.03% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,555
shares
|
$662,497
0.15% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
7,538
shares
|
$661,007
0.13% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,529
shares
|
$660,218
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,518
shares
|
$659,253
0.1% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$657,675
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
7,464
shares
|
$654,518
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
7,441
shares
|
$652,501
0.09% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
7,409
shares
|
$649,695
0.13% of portfolio
|
Q1 2024
Added 10.24%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
7,393
shares
|
$648,292
0.24% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
7,349
shares
|
$644,433
0.24% of portfolio
|
Q2 2024
Reduced 9.17%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
7,308
shares
|
$640,838
0.34% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
7,295
shares
|
$639,698
0.39% of portfolio
|
Q4 2023
Reduced 10.87%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
7,288
shares
|
$639,084
0.15% of portfolio
|
Q3 2024
Reduced 0.72%
|