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 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
35.1K+ 10.92% |
$3M - $3.31M
|
357K
$31.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
35.1K+ 3.01% |
$3M - $3.31M
|
1.2M
$107M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
35.1K+ 3.01% |
$3M - $3.31M
|
1.2M
$107M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34.7K+ 8.77% |
$2.97M - $3.27M
|
431K
$38.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34.3K+ 113.42% |
$2.93M - $3.23M
|
64.5K
$5.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34KNew |
$2.91M - $3.21M
|
34K
$3.04M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.9K+ 3209.47% |
$2.81M - $3.1M
|
33.9K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
32.8K+ 20.23% |
$2.8M - $3.09M
|
195K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
29.6K+ 10.42% |
$2.53M - $2.79M
|
313K
$28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
27.1KNew |
$2.32M - $2.56M
|
27.1K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
27KNew |
$2.31M - $2.55M
|
27K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26.5K+ 225.02% |
$2.27M - $2.5M
|
38.3K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.4K+ 0.31% |
$2.26M - $2.49M
|
8.56M
$765M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
25.7K+ 8.45% |
$2.2M - $2.43M
|
330K
$29.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
25.5K+ 2.12% |
$2.18M - $2.41M
|
1.23M
$110M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 4.37% |
$2.03M - $2.24M
|
566K
$50.6M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
23.7K+ 4.72% |
$2.02M - $2.23M
|
525K
$46.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
23.4K+ 116.09% |
$2M - $2.21M
|
43.6K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23K+ 112.62% |
$1.97M - $2.17M
|
43.5K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
22.8K+ 9.94% |
$1.95M - $2.15M
|
252K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22K+ 5.68% |
$1.88M - $2.08M
|
409K
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
22K+ 122.22% |
$1.88M - $2.08M
|
40K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19.8K+ 10.29% |
$1.69M - $1.86M
|
212K
$18.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.5K+ 10.04% |
$1.67M - $1.84M
|
214K
$19.1M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
19.3KNew |
$1.65M - $1.82M
|
19.3K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.65M - $1.82M
|
19.3K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18.8KNew |
$1.6M - $1.77M
|
18.8K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.4K+ 11.77% |
$1.4M - $1.55M
|
156K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.3K+ 12.35% |
$1.4M - $1.54M
|
149K
$13.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.3K+ 5.83% |
$1.4M - $1.54M
|
296K
$26.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
15.8K+ 81.88% |
$1.36M - $1.49M
|
35.2K
$3.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6K+ 47.17% |
$1.33M - $1.47M
|
48.7K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.6K+ 36.03% |
$1.33M - $1.47M
|
58.7K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
15.5K+ 8.25% |
$1.33M - $1.46M
|
203K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
15KNew |
$1.28M - $1.42M
|
15K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.6KNew |
$1.25M - $1.37M
|
14.6K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$1.22M - $1.35M
|
14.3K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
14K+ 4.63% |
$1.2M - $1.32M
|
317K
$28.3M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14K+ 5.26% |
$1.2M - $1.32M
|
280K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.8K+ 8.56% |
$1.18M - $1.3M
|
175K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
13.7K+ 52.08% |
$1.17M - $1.29M
|
39.9K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.6K+ 50.69% |
$1.16M - $1.28M
|
40.4K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 239.85% |
$1.13M - $1.24M
|
18.6K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
12.8K+ 6.64% |
$1.09M - $1.2M
|
205K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
12.7K+ 9.75% |
$1.09M - $1.2M
|
143K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 0.31% |
$1.09M - $1.2M
|
4.17M
$373M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.6KNew |
$1.08M - $1.19M
|
12.6K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
12.5K+ 5.23% |
$1.07M - $1.18M
|
252K
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12.4K+ 3.1% |
$1.06M - $1.17M
|
413K
$36.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
12.2K+ 6.13% |
$1.04M - $1.15M
|
211K
$18.8M
|