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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
6+ 0.25% |
$513 - $566
|
2.39K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 2.47% |
$513 - $566
|
249
$22K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6+ 0.12% |
$513 - $566
|
4.98K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$513 - $566
|
6
$530
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.01% |
$513 - $566
|
74.4K
$6.57M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$428 - $472
|
4.88K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.22% |
$428 - $472
|
2.31K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.18% |
$428 - $472
|
2.8K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 0.46% |
$428 - $472
|
1.09K
$96.6K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.22% |
$428 - $472
|
2.28K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 1.07% |
$428 - $472
|
471
$41.6K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 1.81% |
$428 - $472
|
282
$24.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$342 - $377
|
8.14K
$719K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$342 - $377
|
9.51K
$840K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.11% |
$342 - $377
|
3.5K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4+ 0.08% |
$342 - $377
|
4.83K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.1% |
$342 - $377
|
3.86K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
4+ 0.12% |
$342 - $377
|
3.28K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 1.31% |
$342 - $377
|
309
$27.3K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.6% |
$342 - $377
|
666
$58.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$257 - $283
|
2.93K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.53% |
$257 - $283
|
569
$50.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$257 - $283
|
16.3K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3+ 0.02% |
$257 - $283
|
19.4K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$257 - $283
|
3
$265
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.52% |
$171 - $189
|
383
$33.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.55% |
$171 - $189
|
364
$32.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.67% |
$171 - $189
|
299
$26.4K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.61% |
$171 - $189
|
126
$11.1K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2+ 0.02% |
$171 - $189
|
10.4K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2+ 0.04% |
$171 - $189
|
5.51K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
2+ 0.04% |
$171 - $189
|
4.64K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2+ 0.91% |
$171 - $189
|
222
$19.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$85.6 - $94.3
|
50
$4.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.2% |
$85.6 - $94.3
|
501
$44.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.0% |
$85.6 - $94.3
|
20.5K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$85.6 - $94.3
|
2.84K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.85% |
$85.6 - $94.3
|
118
$10.4K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.05% |
$85.6 - $94.3
|
1.91K
$169K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
1New |
$85.6 - $94.3
|
1
$88.3
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.02% |
$85.6 - $94.3
|
4.94K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.78% |
$85.6 - $94.3
|
37
$3.27K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$85.6 - $94.3
|
1
$88.3
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$85.6 - $94.3
|
4.35K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1+ 0.02% |
$85.6 - $94.3
|
5.95K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.83% |
$85.6 - $94.3
|
122
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-1- 0.01% |
$85.6 - $94.3
|
14.1K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1- 0.03% |
$85.6 - $94.3
|
3.2K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1- 0.02% |
$85.6 - $94.3
|
6.13K
$542K
|