Stock ownership · SEC 13F · Q4 2025
VANGUARD REAL ESTATE
Institutional ownership of VANGUARD REAL ESTATE (CUSIP 922908553) - who holds it, how concentrated it is, and what moved last quarter.
- $6.4M
- Reported value
- 8
- Institutions
- 98%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD REAL ESTATE ranks #524 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $6.4M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 8
- institutions hold it
- $6.4M
- reported 13F value
- 98%
- held by top 5
- #524
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD REAL ESTATE ranks #524 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 922908553 · Q4 2025 $6M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #524/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH VANGUARD INTERMEDIATE
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD INTERMEDIATE
Read with: Ownership concentration guide - VANGUARD REAL ESTATE's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD REAL ESTATE
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a VANGUARD REAL ESTATE position has fallen from 14 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Anchor Investment Management, LLC | 33,641 | $3.0M | 46.6% |
| 2 | SOUTHERN CAPITAL SERVICES INC /ADV | 24,142 | $2.1M | 33.5% |
| 3 | Diesslin Group, Inc. | 5,832 | $516K | 8.1% |
| 4 | TD Capital Management LLC | 3,914 | $346K | 5.4% |
| 5 | ARWA LLC | 2,814 | $249K | 3.9% |
| 6 | MidFirst Bank | 1,700 | $150K | 2.4% |
| 7 | Compass Financial Services Inc | 82 | $7K | 0.1% |
| 8 | Strategic Investment Solutions, Inc. /IL | 1 | $64 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD REAL ESTATE's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (18)
Frequently Asked Questions
How many institutions hold VANGUARD REAL ESTATE?▼
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What is the total institutional value of VANGUARD REAL ESTATE?▼
How concentrated is ownership of VANGUARD REAL ESTATE?▼
Who is the largest institutional holder of VANGUARD REAL ESTATE?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD REAL ESTATE: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($6.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.