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
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$199K - $219K
|
2.32K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2K+ 17.26% |
$171K - $189K
|
13.6K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.92K+ 2.23% |
$164K - $181K
|
87.7K
$7.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.87KNew |
$160K - $176K
|
1.87K
$162K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.84K+ 0.74% |
$157K - $174K
|
251K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.68K+ 7.87% |
$143K - $158K
|
23K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.51K+ 11.4% |
$129K - $142K
|
14.7K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 5.72% |
$129K - $142K
|
27.8K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.47K+ 1.72% |
$126K - $139K
|
87.2K
$7.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.4K+ 5.35% |
$119K - $132K
|
27.5K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 39.11% |
$113K - $125K
|
4.7K
$408K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 33.98% |
$102K - $112K
|
4.7K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.13K+ 14.25% |
$96.8K - $107K
|
9.07K
$787K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.11K+ 2.3% |
$95.2K - $105K
|
49.5K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.1K+ 0.51% |
$94.2K - $104K
|
216K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 2.35% |
$87.4K - $96.4K
|
44.5K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
963+ 9.09% |
$82.4K - $90.8K
|
11.6K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
954+ 3.66% |
$81.6K - $90K
|
27K
$2.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
923+ 32.77% |
$79K - $87.1K
|
3.74K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
761+ 5.92% |
$65.1K - $71.8K
|
13.6K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
755+ 7.34% |
$64.6K - $71.2K
|
11K
$959K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
704+ 2.11% |
$60.2K - $66.4K
|
34K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 27.6% |
$59K - $65.1K
|
3.19K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
684+ 0.81% |
$58.5K - $64.5K
|
85.5K
$7.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
667+ 2.52% |
$57.1K - $62.9K
|
27.1K
$2.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
660+ 24.48% |
$56.5K - $62.3K
|
3.36K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
659+ 2.56% |
$56.4K - $62.2K
|
26.4K
$2.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
623+ 19.27% |
$53.3K - $58.8K
|
3.86K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
615+ 1.58% |
$52.6K - $58K
|
39.6K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
575+ 0.75% |
$49.2K - $54.2K
|
77.2K
$6.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
563+ 20.27% |
$48.2K - $53.1K
|
3.34K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
477+ 1.09% |
$40.8K - $45K
|
44.3K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
469+ 0.85% |
$40.1K - $44.2K
|
55.5K
$4.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
467+ 2.09% |
$40K - $44.1K
|
22.8K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
413+ 3.93% |
$35.3K - $39K
|
10.9K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
350+ 1.56% |
$29.9K - $33K
|
22.7K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
342+ 9.53% |
$29.3K - $32.3K
|
3.93K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
316+ 2.47% |
$27K - $29.8K
|
13.1K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
277+ 2.15% |
$23.7K - $26.1K
|
13.1K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
271+ 3.62% |
$23.2K - $25.6K
|
7.76K
$674K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
217+ 4.52% |
$18.6K - $20.5K
|
5.02K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
211New |
$18.1K - $19.9K
|
211
$18.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$17.1K - $18.9K
|
200
$17.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
162+ 3.81% |
$13.9K - $15.3K
|
4.42K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
154+ 0.26% |
$13.2K - $14.5K
|
58.8K
$5.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
154+ 0.68% |
$13.2K - $14.5K
|
22.9K
$1.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
152+ 0.44% |
$13K - $14.3K
|
34.9K
$3.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
131+ 2.82% |
$11.2K - $12.4K
|
4.78K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
124+ 9.27% |
$10.6K - $11.7K
|
1.46K
$127K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
112+ 1.76% |
$9.58K - $10.6K
|
6.46K
$561K
|