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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
4,124
shares
|
$361,633
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
4,091
shares
|
$358,739
0.09% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
4,088
shares
|
$358,476
0.01% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,088
shares
|
$358,476
0.01% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
4,074
shares
|
$357,249
0.08% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
4,024
shares
|
$352,864
0.09% of portfolio
|
Q4 2022
Added 1.41%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$350,760
0.23% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
3,995
shares
|
$350,321
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
3,986
shares
|
$349,532
0.25% of portfolio
|
Q1 2023
Added 8.78%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
3,985
shares
|
$349,444
0.3% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
3,978
shares
|
$348,830
0.22% of portfolio
|
Q2 2024
Added 6.28%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,945
shares
|
$345,937
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
3,943
shares
|
$345,761
0.12% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,943
shares
|
$345,761
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
3,934
shares
|
$344,972
0.28% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,915
shares
|
$343,306
0.03% of portfolio
|
Q4 2022
Reduced 0.68%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,905
shares
|
$342,429
0.09% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,901
shares
|
$342,078
0.05% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,870
shares
|
$339,360
0.08% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
3,862
shares
|
$338,658
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,850
shares
|
$337,606
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,848
shares
|
$337,431
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
3,837
shares
|
$336,466
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,830
shares
|
$335,852
0.12% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,825
shares
|
$335,414
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|