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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
5,488
shares
|
$481,242
0.02% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
5,475
shares
|
$480,102
0.44% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,472
shares
|
$479,839
0.04% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
5,450
shares
|
$477,910
0.23% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
5,445
shares
|
$477,472
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,432
shares
|
$476,332
0.09% of portfolio
|
Q2 2024
Added 7.93%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
5,426
shares
|
$475,805
0.13% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
5,395
shares
|
$473,087
0.06% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
5,388
shares
|
$472,473
0.36% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
5,366
shares
|
$470,544
0.04% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,335
shares
|
$467,826
0.08% of portfolio
|
Q3 2023
Reduced 0.58%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,333
shares
|
$467,650
0.05% of portfolio
|
Q1 2023
Added 0.34%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
5,332
shares
|
$467,563
0.23% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,331
shares
|
$467,475
0.34% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
5,311
shares
|
$465,721
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,308
shares
|
$465,458
0.06% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
5,308
shares
|
$465,458
0.08% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
5,288
shares
|
$463,704
0.36% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,244
shares
|
$459,846
0.01% of portfolio
|
Q1 2023
Reduced 25.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
5,207
shares
|
$456,601
0.04% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
5,177
shares
|
$453,971
0.09% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
5,162
shares
|
$452,655
0.22% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
5,159
shares
|
$452,392
0.13% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
5,149
shares
|
$451,515
0.06% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,144
shares
|
$451,077
0.16% of portfolio
|
Q1 2024
Added 2.86%
|