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 1,825 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
289,166
shares
|
$27.3 Million
3.53% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
287,371
shares
|
$27.1 Million
0.06% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
284,325
shares
|
$26.8 Million
2.67% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
275,854
shares
|
$26 Million
1.92% of portfolio
|
Q3 2024
Added 34.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
272,249
shares
|
$25.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
272,034
shares
|
$25.6 Million
1.68% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
271,638
shares
|
$25.6 Million
2.61% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
265,503
shares
|
$25 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
265,350
shares
|
$25 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
262,181
shares
|
$24.7 Million
0.84% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
259,069
shares
|
$24.4 Million
0.49% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
258,376
shares
|
$24.4 Million
0.72% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
256,752
shares
|
$24.2 Million
3.59% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
251,240
shares
|
$23.7 Million
10.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
251,006
shares
|
$23.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
249,132
shares
|
$23.5 Million
0.25% of portfolio
|
Q3 2024
Added 37.0%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
246,286
shares
|
$23.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
242,556
shares
|
$22.9 Million
0.07% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
241,103
shares
|
$22.7 Million
1.52% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
237,307
shares
|
$22.4 Million
1.27% of portfolio
|
Q3 2024
Added 148.22%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
234,558
shares
|
$22.1 Million
0.81% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
233,889
shares
|
$22 Million
8.65% of portfolio
|
Q3 2024
Added 215.18%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
231,541
shares
|
$21.8 Million
3.81% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
227,400
shares
|
$21.4 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
220,200
shares
|
$20.8 Million
3.74% of portfolio
|
Q3 2024
Added 3.99%
|