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 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-439- 3.89% |
$37.6K - $41.4K
|
10.8K
$957K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-440- 1.19% |
$37.6K - $41.5K
|
36.5K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-444- 2.61% |
$38K - $41.9K
|
16.6K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-448- 2.28% |
$38.3K - $42.3K
|
19.2K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-450- 5.77% |
$38.5K - $42.5K
|
7.35K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-450- 81.23% |
$38.5K - $42.5K
|
104
$9.19K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-452- 6.82% |
$38.7K - $42.6K
|
6.18K
$546K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-454- 3.49% |
$38.8K - $42.8K
|
12.6K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-456- 5.05% |
$39K - $43K
|
8.57K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-460- 13.05% |
$39.4K - $43.4K
|
3.06K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-468- 0.5% |
$40K - $44.2K
|
93.1K
$8.23M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-473- 2.83% |
$40.5K - $44.6K
|
16.3K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-484- 13.34% |
$41.4K - $45.7K
|
3.14K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-492- 15.24% |
$42.1K - $46.4K
|
2.74K
$242K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-494- 2.91% |
$42.3K - $46.6K
|
16.5K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-500- 45.45% |
$42.8K - $47.2K
|
600
$53K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-500- 0.27% |
$42.8K - $47.2K
|
185K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-507- 3.56% |
$43.4K - $47.8K
|
13.8K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-510- 11.07% |
$43.6K - $48.1K
|
4.1K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-518- 2.83% |
$44.3K - $48.9K
|
17.8K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-521- 1.12% |
$44.6K - $49.2K
|
46.1K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-525- 13.64% |
$44.9K - $49.5K
|
3.33K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-528- 42.86% |
$45.2K - $49.8K
|
704
$62.2K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-529- 38.22% |
$45.3K - $49.9K
|
855
$75.5K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-535- 1.58% |
$45.8K - $50.5K
|
33.3K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-538- 14.29% |
$46K - $50.8K
|
3.23K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-543- 0.85% |
$46.5K - $51.2K
|
63.5K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-550- 18.87% |
$47.1K - $51.9K
|
2.36K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-556- 4.33% |
$47.6K - $52.5K
|
12.3K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-562- 4.53% |
$48.1K - $53K
|
11.9K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-564- 5.2% |
$48.3K - $53.2K
|
10.3K
$908K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-568- 3.72% |
$48.6K - $53.6K
|
14.7K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-568- 32.59% |
$48.6K - $53.6K
|
1.18K
$104K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-575- 3.48% |
$49.2K - $54.2K
|
16K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-579- 0.96% |
$49.5K - $54.6K
|
60K
$5.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-582- 9.28% |
$49.8K - $54.9K
|
5.69K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-585- 9.13% |
$50K - $55.2K
|
5.82K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-588- 7.3% |
$50.3K - $55.5K
|
7.47K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-593- 17.21% |
$50.7K - $55.9K
|
2.85K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-599- 7.81% |
$51.2K - $56.5K
|
7.08K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-602- 9.45% |
$51.5K - $56.8K
|
5.77K
$510K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-602- 12.62% |
$51.5K - $56.8K
|
4.17K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-605- 3.77% |
$51.8K - $57.1K
|
15.4K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-607- 0.49% |
$51.9K - $57.3K
|
122K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-608- 0.94% |
$52K - $57.4K
|
64.1K
$5.66M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-621- 2.43% |
$53.1K - $58.6K
|
25K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-627- 0.88% |
$53.6K - $59.2K
|
70.6K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-628- 3.17% |
$53.7K - $59.2K
|
19.2K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-638- 0.54% |
$54.6K - $60.2K
|
117K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-646- 1.66% |
$55.3K - $60.9K
|
38.2K
$3.38M
|