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
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-264- 0.34% |
$22.6K - $24.9K
|
78.5K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-266- 0.83% |
$22.8K - $25.1K
|
31.7K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-269- 77.08% |
$23K - $25.4K
|
80
$7.07K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-269- 6.5% |
$23K - $25.4K
|
3.87K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-270- 1.58% |
$23.1K - $25.5K
|
16.9K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-274- 16.04% |
$23.4K - $25.8K
|
1.43K
$127K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-275- 1.6% |
$23.5K - $25.9K
|
16.9K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.43% |
$23.7K - $26.1K
|
4.03K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-288- 2.09% |
$24.6K - $27.2K
|
13.5K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-296- 50.43% |
$25.3K - $27.9K
|
291
$25.7K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-296- 16.21% |
$25.3K - $27.9K
|
1.53K
$135K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-301- 9.44% |
$25.8K - $28.4K
|
2.89K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-301- 3.87% |
$25.8K - $28.4K
|
7.48K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-302- 7.11% |
$25.8K - $28.5K
|
3.94K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-305- 3.89% |
$26.1K - $28.8K
|
7.54K
$666K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-306- 0.72% |
$26.2K - $28.9K
|
42.2K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-314- 50.97% |
$26.9K - $29.6K
|
302
$26.7K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-314- 3.67% |
$26.9K - $29.6K
|
8.24K
$727K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-317- 6.09% |
$27.1K - $29.9K
|
4.89K
$432K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-319- 2.43% |
$27.3K - $30.1K
|
12.8K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-322- 17.48% |
$27.5K - $30.4K
|
1.52K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-327- 4.92% |
$28K - $30.8K
|
6.31K
$558K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-330- 1.68% |
$28.2K - $31.1K
|
19.3K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-337- 49.93% |
$28.8K - $31.8K
|
338
$29.9K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-337- 1.24% |
$28.8K - $31.8K
|
26.9K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-338- 4.22% |
$28.9K - $31.9K
|
7.68K
$678K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-350- 4.26% |
$29.9K - $33K
|
7.86K
$694K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-353- 2.04% |
$30.2K - $33.3K
|
16.9K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-355- 3.81% |
$30.4K - $33.5K
|
8.95K
$791K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-358- 6.27% |
$30.6K - $33.8K
|
5.35K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-362- 2.68% |
$31K - $34.2K
|
13.1K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-367- 0.53% |
$31.4K - $34.6K
|
68.7K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-375- 9.5% |
$32.1K - $35.4K
|
3.57K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-382- 43.02% |
$32.7K - $36K
|
506
$44.7K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-384- 3.46% |
$32.9K - $36.2K
|
10.7K
$946K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-387- 0.83% |
$33.1K - $36.5K
|
46.2K
$4.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-390- 13.6% |
$33.4K - $36.8K
|
2.48K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-397- 4.25% |
$34K - $37.5K
|
8.94K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-399- 6.14% |
$34.1K - $37.6K
|
6.1K
$539K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-406- 2.24% |
$34.7K - $38.3K
|
17.7K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-407- 1.25% |
$34.8K - $38.4K
|
32.1K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-409- 4.1% |
$35K - $38.6K
|
9.57K
$845K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-412- 1.69% |
$35.2K - $38.9K
|
23.9K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-416- 5.0% |
$35.6K - $39.2K
|
7.9K
$698K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-423- 0.17% |
$36.2K - $39.9K
|
253K
$22.3M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-431- 3.58% |
$36.9K - $40.7K
|
11.6K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-432- 3.45% |
$37K - $40.8K
|
12.1K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-433- 8.78% |
$37K - $40.8K
|
4.5K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-433- 8.38% |
$37K - $40.8K
|
4.73K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-436- 3.09% |
$37.3K - $41.1K
|
13.7K
$1.21M
|