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 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
68+ 2.28% |
$5.82K - $6.42K
|
3.05K
$270K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
68+ 3.52% |
$5.82K - $6.42K
|
2K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
68+ 0.67% |
$5.82K - $6.42K
|
10.3K
$907K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
63+ 0.46% |
$5.39K - $5.94K
|
13.7K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.63% |
$5.39K - $5.94K
|
10K
$884K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
62+ 0.89% |
$5.3K - $5.85K
|
6.99K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
59+ 0.54% |
$5.05K - $5.57K
|
11K
$974K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
58+ 1.13% |
$4.96K - $5.47K
|
5.17K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
58+ 0.44% |
$4.96K - $5.47K
|
13.1K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
56+ 1.36% |
$4.79K - $5.28K
|
4.18K
$369K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
56+ 1.2% |
$4.79K - $5.28K
|
4.72K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
55+ 1.88% |
$4.71K - $5.19K
|
2.98K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 0.41% |
$4.62K - $5.09K
|
13.1K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
54+ 0.46% |
$4.62K - $5.09K
|
11.7K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
53+ 0.19% |
$4.53K - $5K
|
27.6K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51+ 22.47% |
$4.36K - $4.81K
|
278
$24.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 1.24% |
$4.28K - $4.72K
|
4.08K
$360K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
50+ 0.28% |
$4.28K - $4.72K
|
18.1K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
50+ 28.57% |
$4.28K - $4.72K
|
225
$19.9K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
48+ 1.24% |
$4.11K - $4.53K
|
3.9K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
47+ 0.17% |
$4.02K - $4.43K
|
27K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
47+ 0.66% |
$4.02K - $4.43K
|
7.2K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
46+ 31.08% |
$3.94K - $4.34K
|
194
$17.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
46+ 1.02% |
$3.94K - $4.34K
|
4.55K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
45+ 1.37% |
$3.85K - $4.25K
|
3.32K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
44+ 0.09% |
$3.76K - $4.15K
|
50.2K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
42+ 1.03% |
$3.59K - $3.96K
|
4.11K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 0.99% |
$3.42K - $3.77K
|
4.1K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.25K - $3.58K
|
38
$3.36K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
38+ 1.09% |
$3.25K - $3.58K
|
3.53K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
38+ 0.96% |
$3.25K - $3.58K
|
3.98K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
37+ 1.03% |
$3.17K - $3.49K
|
3.63K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
34+ 0.37% |
$2.91K - $3.21K
|
9.23K
$816K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
31+ 1.03% |
$2.65K - $2.92K
|
3.03K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
31+ 0.15% |
$2.65K - $2.92K
|
20.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 8.38% |
$2.65K - $2.92K
|
401
$35.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 1.79% |
$2.57K - $2.83K
|
1.71K
$151K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
27+ 1.03% |
$2.31K - $2.55K
|
2.66K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
27+ 1.06% |
$2.31K - $2.55K
|
2.58K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
27+ 20.93% |
$2.31K - $2.55K
|
156
$13.8K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
26+ 0.16% |
$2.22K - $2.45K
|
16.3K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
26+ 0.03% |
$2.22K - $2.45K
|
84.4K
$7.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
24+ 0.11% |
$2.05K - $2.26K
|
22.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
23+ 7.57% |
$1.97K - $2.17K
|
327
$28.9K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
23+ 0.32% |
$1.97K - $2.17K
|
7.3K
$645K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
22+ 0.95% |
$1.88K - $2.08K
|
2.35K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21New |
$1.8K - $1.98K
|
21
$1.85K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
21New |
$1.8K - $1.98K
|
21
$1.85K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$1.71K - $1.89K
|
20
$1.77K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.13% |
$1.63K - $1.79K
|
15.1K
$1.34M
|