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 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-648- 5.85% |
$55.4K - $61.1K
|
10.4K
$921K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-656- 4.09% |
$56.1K - $61.9K
|
15.4K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-657- 3.22% |
$56.2K - $62K
|
19.7K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-657- 3.55% |
$56.2K - $62K
|
17.9K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-659- 4.06% |
$56.4K - $62.2K
|
15.6K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-664- 4.9% |
$56.8K - $62.6K
|
12.9K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-674- 2.72% |
$57.7K - $63.6K
|
24.1K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-674- 3.48% |
$57.7K - $63.6K
|
18.7K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-679- 0.44% |
$58.1K - $64.1K
|
153K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-680- 8.34% |
$58.2K - $64.2K
|
7.47K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-685- 5.15% |
$58.6K - $64.6K
|
12.6K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-687- 1.54% |
$58.8K - $64.8K
|
44.1K
$3.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-691- 5.74% |
$59.1K - $65.2K
|
11.3K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-692- 12.48% |
$59.2K - $65.3K
|
4.85K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-693- 88.39% |
$59.3K - $65.4K
|
91
$8.04K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-694- 70.67% |
$59.4K - $65.5K
|
288
$25.4K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-696- 3.35% |
$59.5K - $65.7K
|
20.1K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-708- 3.89% |
$60.6K - $66.8K
|
17.5K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-713- 0.92% |
$61K - $67.3K
|
77.2K
$6.82M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-717- 4.09% |
$61.3K - $67.6K
|
16.8K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-727- 1.52% |
$62.2K - $68.6K
|
47.2K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-759- 14.36% |
$64.9K - $71.6K
|
4.53K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-769- 1.94% |
$65.8K - $72.5K
|
38.9K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-779- 2.75% |
$66.6K - $73.5K
|
27.6K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-781- 4.16% |
$66.8K - $73.7K
|
18K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-789- 22.67% |
$67.5K - $74.4K
|
2.69K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-794- 11.41% |
$67.9K - $74.9K
|
6.17K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-800- 6.89% |
$68.4K - $75.5K
|
10.8K
$955K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-817- 0.66% |
$69.9K - $77.1K
|
124K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-822- 5.04% |
$70.3K - $77.5K
|
15.5K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-824- 12.8% |
$70.5K - $77.7K
|
5.61K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-829- 14.77% |
$70.9K - $78.2K
|
4.79K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-845- 2.21% |
$72.3K - $79.7K
|
37.4K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-846- 3.19% |
$72.4K - $79.8K
|
25.7K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-847- 15.25% |
$72.5K - $79.9K
|
4.71K
$416K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-855- 22.25% |
$73.1K - $80.7K
|
2.99K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-861- 13.18% |
$73.7K - $81.2K
|
5.67K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-869- 2.71% |
$74.3K - $82K
|
31.1K
$2.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-870- 5.93% |
$74.4K - $82.1K
|
13.8K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-872- 12.2% |
$74.6K - $82.3K
|
6.28K
$554K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-873- 1.99% |
$74.7K - $82.4K
|
43K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-875- 4.67% |
$74.9K - $82.5K
|
17.9K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-891- 2.68% |
$76.2K - $84.1K
|
32.3K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-902- 6.72% |
$77.2K - $85.1K
|
12.5K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-912- 7.03% |
$78K - $86K
|
12.1K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-912- 29.0% |
$78K - $86K
|
2.23K
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-913- 26.64% |
$78.1K - $86.1K
|
2.51K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-932- 4.86% |
$79.7K - $87.9K
|
18.3K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-941- 18.66% |
$80.5K - $88.8K
|
4.1K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-993- 7.61% |
$85K - $93.7K
|
12.1K
$1.07M
|