Purchases and Sales Made in Q1 2025 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD SPECIALIZED FUNDS VAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
234K+ 52.67% |
$20.1M - $22.1M
|
680K
$61M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85.1K+ 108.86% |
$7.28M - $8.03M
|
163K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
79.3KNew |
$6.78M - $7.48M
|
79.3K
$7.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
49.1K+ 11471.26% |
$4.2M - $4.63M
|
49.5K
$4.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
39.7K+ 81.54% |
$3.4M - $3.75M
|
88.5K
$7.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
35.1K+ 3.01% |
$3M - $3.31M
|
1.2M
$108M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34.7K+ 8.77% |
$2.97M - $3.27M
|
431K
$38.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34KNew |
$2.91M - $3.21M
|
34K
$3.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
25.5K+ 2.12% |
$2.18M - $2.41M
|
1.23M
$110M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.3K+ 5.83% |
$1.4M - $1.54M
|
296K
$26.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
15.8K+ 81.88% |
$1.36M - $1.49M
|
35.2K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6K+ 47.17% |
$1.33M - $1.47M
|
48.7K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
15.5K+ 8.25% |
$1.33M - $1.46M
|
203K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 239.85% |
$1.13M - $1.24M
|
18.6K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
12.8K+ 6.64% |
$1.09M - $1.2M
|
205K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 76.52% |
$1.03M - $1.14M
|
27.8K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
11.9K+ 5.22% |
$1.02M - $1.12M
|
240K
$21.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.59K+ 4.08% |
$735K - $810K
|
219K
$19.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
8.39K+ 2.47% |
$718K - $792K
|
348K
$31.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.25K+ 1.02% |
$706K - $779K
|
818K
$73.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
7.32K+ 5.85% |
$626K - $691K
|
132K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.25K+ 7.72% |
$620K - $684K
|
101K
$9.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6.75KNew |
$577K - $637K
|
6.75K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$538K - $593K
|
6.29K
$564K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.01K+ 15.33% |
$514K - $567K
|
45.3K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.97K+ 15.48% |
$510K - $563K
|
44.5K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.76K+ 20.25% |
$492K - $543K
|
34.2K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
5.12K+ 4.6% |
$438K - $483K
|
116K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
5.08K+ 2.94% |
$434K - $479K
|
178K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
4.95K+ 13.63% |
$423K - $467K
|
41.3K
$3.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.9K+ 81683.33% |
$419K - $462K
|
4.91K
$440K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.78K+ 4.28% |
$409K - $451K
|
117K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.61K+ 19.87% |
$394K - $435K
|
27.8K
$2.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.54K+ 5.22% |
$388K - $428K
|
91.4K
$8.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.29K+ 7.46% |
$367K - $404K
|
61.8K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.93K+ 9.6% |
$337K - $371K
|
44.9K
$4.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.89KNew |
$332K - $367K
|
3.89K
$349K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.86K+ 22.99% |
$330K - $364K
|
20.6K
$1.85M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.73K+ 3.16% |
$319K - $352K
|
122K
$10.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.63KNew |
$311K - $343K
|
3.63K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.5K+ 6.27% |
$300K - $330K
|
59.4K
$5.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.49K+ 9.18% |
$298K - $329K
|
41.5K
$3.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.4K+ 3.16% |
$291K - $320K
|
111K
$9.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.05KNew |
$260K - $287K
|
3.05K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.63K+ 10.36% |
$225K - $248K
|
28.1K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.61K+ 3.86% |
$223K - $246K
|
70.1K
$6.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.58KNew |
$221K - $244K
|
2.58K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
2.56K+ 3.72% |
$219K - $242K
|
71.5K
$6.42M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.41K+ 15.86% |
$206K - $227K
|
17.6K
$1.58M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
2.4K+ 4.62% |
$205K - $226K
|
54.2K
$4.87M
|