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 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2- 0.07% |
$171 - $189
|
2.96K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-3- 0.04% |
$257 - $283
|
7.06K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-3- 0.23% |
$257 - $283
|
1.29K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 1.76% |
$257 - $283
|
167
$14.8K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.11% |
$257 - $283
|
2.82K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3- 0.34% |
$257 - $283
|
882
$77.9K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3- 0.11% |
$257 - $283
|
2.79K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-4- 0.1% |
$342 - $377
|
3.89K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 0.34% |
$342 - $377
|
1.16K
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-4- 0.16% |
$342 - $377
|
2.57K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-4- 1.83% |
$342 - $377
|
214
$18.9K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6- 0.03% |
$513 - $566
|
21.5K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-8- 0.25% |
$684 - $755
|
3.25K
$287K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.25% |
$770 - $849
|
3.64K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 0.64% |
$770 - $849
|
1.39K
$123K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-9- 6.72% |
$770 - $849
|
125
$11K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-9- 56.25% |
$770 - $849
|
7
$618
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.05% |
$856 - $943
|
21.5K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10- 0.01% |
$856 - $943
|
70.5K
$6.23M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11- 0.03% |
$941 - $1.04K
|
38.9K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-12- 0.46% |
$1.03K - $1.13K
|
2.62K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-13- 0.52% |
$1.11K - $1.23K
|
2.48K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-15- 0.18% |
$1.28K - $1.42K
|
8.33K
$736K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17- 0.09% |
$1.45K - $1.6K
|
19K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18- 0.1% |
$1.54K - $1.7K
|
17.9K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-18- 0.06% |
$1.54K - $1.7K
|
29.9K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-19- 0.25% |
$1.63K - $1.79K
|
7.44K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20- 1.69% |
$1.71K - $1.89K
|
1.16K
$103K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 3.12% |
$1.8K - $1.98K
|
653
$57.7K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-21- 0.64% |
$1.8K - $1.98K
|
3.26K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 3.08% |
$1.97K - $2.17K
|
723
$63.9K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-23- 10.22% |
$1.97K - $2.17K
|
202
$17.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-24- 0.38% |
$2.05K - $2.26K
|
6.35K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-25- 0.71% |
$2.14K - $2.36K
|
3.47K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26- 0.8% |
$2.22K - $2.45K
|
3.22K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-28- 0.04% |
$2.4K - $2.64K
|
65.8K
$5.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-30- 0.5% |
$2.57K - $2.83K
|
6.01K
$531K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-30- 7.71% |
$2.57K - $2.83K
|
359
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-30- 0.1% |
$2.57K - $2.83K
|
30.6K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-30- 0.37% |
$2.57K - $2.83K
|
8.18K
$722K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-32- 0.68% |
$2.74K - $3.02K
|
4.64K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-32- 0.17% |
$2.74K - $3.02K
|
19.1K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-38- 0.43% |
$3.25K - $3.58K
|
8.87K
$783K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 3.98% |
$3.34K - $3.68K
|
940
$83K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-39- 0.59% |
$3.34K - $3.68K
|
6.6K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-40- 0.79% |
$3.42K - $3.77K
|
5K
$441K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-40- 1.29% |
$3.42K - $3.77K
|
3.07K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-40- 1.61% |
$3.42K - $3.77K
|
2.45K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-43- 0.26% |
$3.68K - $4.06K
|
16.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-43- 1.81% |
$3.68K - $4.06K
|
2.33K
$206K
|