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 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
141+ 5.32% |
$12.1K - $13.3K
|
2.79K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$12K - $13.2K
|
140
$12.4K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
139+ 1.03% |
$11.9K - $13.1K
|
13.6K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
139+ 0.05% |
$11.9K - $13.1K
|
260K
$22.9M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
136New |
$11.6K - $12.8K
|
136
$12K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
133+ 2.65% |
$11.4K - $12.5K
|
5.15K
$455K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
132+ 4.68% |
$11.3K - $12.5K
|
2.95K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
131+ 2.82% |
$11.2K - $12.4K
|
4.78K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
126+ 4.77% |
$10.8K - $11.9K
|
2.77K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
125+ 2.57% |
$10.7K - $11.8K
|
4.99K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
124+ 9.27% |
$10.6K - $11.7K
|
1.46K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
122+ 1.33% |
$10.4K - $11.5K
|
9.32K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
121New |
$10.4K - $11.4K
|
121
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
121+ 1.69% |
$10.4K - $11.4K
|
7.3K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
116+ 0.99% |
$9.92K - $10.9K
|
11.8K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
112+ 1.76% |
$9.58K - $10.6K
|
6.46K
$571K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
112+ 4.4% |
$9.58K - $10.6K
|
2.66K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
111+ 1.17% |
$9.5K - $10.5K
|
9.58K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
111+ 226.53% |
$9.5K - $10.5K
|
160
$14.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
108+ 36.36% |
$9.24K - $10.2K
|
405
$35.8K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
106+ 0.73% |
$9.07K - $10K
|
14.6K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
106+ 6.43% |
$9.07K - $10K
|
1.76K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
106+ 3.76% |
$9.07K - $10K
|
2.93K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
105+ 2.84% |
$8.98K - $9.91K
|
3.81K
$336K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 13.83% |
$8.81K - $9.72K
|
848
$74.9K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
102+ 0.33% |
$8.73K - $9.62K
|
30.8K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
101+ 3.52% |
$8.64K - $9.53K
|
2.97K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
101+ 0.14% |
$8.64K - $9.53K
|
70.7K
$6.25M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
101+ 1.92% |
$8.64K - $9.53K
|
5.37K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 1.52% |
$8.56K - $9.43K
|
6.69K
$591K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 0.07% |
$8.56K - $9.43K
|
140K
$12.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
98+ 0.97% |
$8.38K - $9.25K
|
10.2K
$901K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98+ 1.31% |
$8.38K - $9.25K
|
7.6K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
92+ 0.56% |
$7.87K - $8.68K
|
16.4K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
91+ 1.64% |
$7.79K - $8.58K
|
5.65K
$499K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
88+ 0.3% |
$7.53K - $8.3K
|
29.8K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
88+ 1.01% |
$7.53K - $8.3K
|
8.8K
$777K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
86+ 3.14% |
$7.36K - $8.11K
|
2.83K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
83+ 0.63% |
$7.1K - $7.83K
|
13.3K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
82+ 40.2% |
$7.02K - $7.74K
|
286
$25.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
81+ 0.64% |
$6.93K - $7.64K
|
12.8K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
80+ 2.78% |
$6.84K - $7.55K
|
2.96K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
79+ 2.89% |
$6.76K - $7.45K
|
2.81K
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
74+ 0.52% |
$6.33K - $6.98K
|
14.2K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 0.82% |
$6.25K - $6.89K
|
8.99K
$794K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
73+ 4.66% |
$6.25K - $6.89K
|
1.64K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
73+ 13.25% |
$6.25K - $6.89K
|
624
$55.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
72+ 1.41% |
$6.16K - $6.79K
|
5.17K
$457K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
69+ 0.3% |
$5.9K - $6.51K
|
22.9K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
69+ 0.71% |
$5.9K - $6.51K
|
9.84K
$870K
|