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 237 Million shares, which have been reported (via 13F filing form) to have a value of $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
2,581
shares
|
$231,618
0.11% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,578
shares
|
$231,349
0.07% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
2,574
shares
|
$230,990
0.08% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
2,570
shares
|
$230,631
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,554
shares
|
$229,195
0.02% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,552
shares
|
$229,016
0.03% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,534
shares
|
$227,401
0.15% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,527
shares
|
$226,772
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,523
shares
|
$226,414
0.19% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,522
shares
|
$226,324
0.02% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
2,518
shares
|
$225,965
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
2,517
shares
|
$225,875
0.06% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,504
shares
|
$224,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$224,350
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
2,500
shares
|
$224,350
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
2,480
shares
|
$222,555
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,461
shares
|
$220,850
0.13% of portfolio
|
Q2 2024
Reduced 9.22%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,460
shares
|
$220,760
0.09% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,460
shares
|
$220,760
0.05% of portfolio
|
Q1 2024
Added 10.31%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
2,459
shares
|
$220,670
0.1% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,459
shares
|
$220,670
0.03% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
2,455
shares
|
$220,311
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,454
shares
|
$220,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,450
shares
|
$219,863
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,446
shares
|
$219,504
0.05% of portfolio
|
Q1 2023
New holding
|