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 |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,822
shares
|
$335,151
0.22% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
3,821
shares
|
$335,063
0.14% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
3,815
shares
|
$334,537
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,784
shares
|
$331,818
0.0% of portfolio
|
Q3 2024
Reduced 88.77%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,773
shares
|
$330,854
0.05% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
3,762
shares
|
$329,889
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
3,717
shares
|
$325,943
0.29% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,716
shares
|
$325,856
0.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,706
shares
|
$324,979
0.01% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,698
shares
|
$324,277
0.11% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
3,681
shares
|
$322,786
0.11% of portfolio
|
Q3 2024
Reduced 99.2%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,673
shares
|
$322,085
0.08% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,672
shares
|
$321,997
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,671
shares
|
$321,909
0.08% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,663
shares
|
$321,208
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,659
shares
|
$320,857
0.48% of portfolio
|
Q1 2023
Reduced 78.32%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
3,657
shares
|
$320,682
0.05% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,655
shares
|
$320,506
0.07% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
3,650
shares
|
$320,068
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
3,643
shares
|
$319,454
0.16% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
3,642
shares
|
$319,366
0.09% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,636
shares
|
$318,840
0.04% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
3,626
shares
|
$317,963
0.21% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
3,608
shares
|
$316,385
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,601
shares
|
$315,771
0.25% of portfolio
|
Q4 2022
Reduced 8.0%
|