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 1,938 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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,607
shares
|
$606,919
0.38% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,602
shares
|
$606,459
0.02% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
6,597
shares
|
$606,000
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
6,545
shares
|
$601,223
0.36% of portfolio
|
Q1 2025
Added 44.58%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
6,543
shares
|
$601,039
0.46% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
6,535
shares
|
$600,305
0.04% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
6,509
shares
|
$597,916
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,501
shares
|
$597,181
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,434
shares
|
$591,027
0.01% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
6,381
shares
|
$586,158
0.07% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,381
shares
|
$586,158
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
6,358
shares
|
$584,045
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
6,326
shares
|
$581,106
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,314
shares
|
$580,004
0.17% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
6,303
shares
|
$578,993
0.38% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
6,300
shares
|
$578,718
0.27% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
6,271
shares
|
$576,054
0.05% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
6,270
shares
|
$575,962
0.29% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
6,259
shares
|
$574,951
0.48% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
6,250
shares
|
$574,125
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
6,239
shares
|
$573,114
0.18% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,237
shares
|
$572,930
0.02% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
6,228
shares
|
$572,104
0.1% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
6,228
shares
|
$572,104
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
6,211
shares
|
$570,542
0.22% of portfolio
|
Q2 2025
Added 9.93%
|