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 1,942 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
3,050
shares
|
$273,036
0.01% of portfolio
|
Q3 2022
Added 9.28%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
3,050
shares
|
$273,036
0.13% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
3,045
shares
|
$272,588
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
3,029
shares
|
$271,156
0.14% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
3,024
shares
|
$270,708
0.03% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,019
shares
|
$270,260
0.02% of portfolio
|
Q2 2022
Reduced 5.12%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
3,013
shares
|
$269,723
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,010
shares
|
$269,455
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,008
shares
|
$269,276
0.03% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$268,560
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$268,560
0.06% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$268,560
0.05% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
3,000
shares
|
$268,560
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,987
shares
|
$267,396
0.19% of portfolio
|
Q1 2023
Reduced 3.05%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
2,985
shares
|
$267,217
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,984
shares
|
$267,127
0.11% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
2,974
shares
|
$266,232
0.1% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,972
shares
|
$266,053
0.02% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,971
shares
|
$265,963
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
2,967
shares
|
$265,605
0.17% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
2,966
shares
|
$265,516
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
2,957
shares
|
$264,710
0.03% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,952
shares
|
$264,263
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
2,951
shares
|
$264,173
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,940
shares
|
$263,188
0.18% of portfolio
|
Q1 2025
Added 12.17%
|