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 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-998- 0.68% |
$85.4K - $94.2K
|
145K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 3.96% |
$85.9K - $94.7K
|
24.3K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.01K- 7.76% |
$86.1K - $95K
|
12K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 9.53% |
$87K - $95.9K
|
9.65K
$852K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 4.54% |
$87.2K - $96.1K
|
21.4K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.03K- 9.63% |
$87.8K - $96.8K
|
9.63K
$851K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.03K- 56.0% |
$88.2K - $97.3K
|
810
$71.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.09K- 3.79% |
$93K - $103K
|
27.6K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.09K- 47.45% |
$93.2K - $103K
|
1.21K
$107K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.09K- 6.54% |
$93.2K - $103K
|
15.6K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.11K- 4.68% |
$94.5K - $104K
|
22.5K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.12K- 4.64% |
$95.9K - $106K
|
23.1K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.14K- 4.21% |
$97.4K - $107K
|
25.9K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.15K- 13.61% |
$98K - $108K
|
7.27K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.15K- 30.7% |
$98K - $108K
|
2.59K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
SELL
|
- |
-1.16K- 4.83% |
$99.4K - $110K
|
22.9K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.2K- 20.53% |
$103K - $113K
|
4.66K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.22K- 17.84% |
$104K - $115K
|
5.6K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.22K- 5.49% |
$105K - $115K
|
21K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-1.24K- 10.96% |
$106K - $117K
|
10.1K
$890K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 5.94% |
$106K - $117K
|
19.7K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.27K- 25.71% |
$109K - $120K
|
3.68K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.29K- 8.99% |
$110K - $122K
|
13.1K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.3K- 2.85% |
$111K - $123K
|
44.4K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.33K- 14.32% |
$113K - $125K
|
7.93K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.33K- 31.89% |
$114K - $126K
|
2.85K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.33K- 2.04% |
$114K - $126K
|
64.2K
$5.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 16.81% |
$114K - $126K
|
6.6K
$583K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.36K- 20.82% |
$116K - $128K
|
5.17K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.37K- 37.13% |
$117K - $129K
|
2.31K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.37K- 11.69% |
$118K - $130K
|
10.4K
$917K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-1.38K- 5.84% |
$118K - $130K
|
22.2K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.41K- 43.88% |
$120K - $133K
|
1.8K
$159K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.44K- 18.15% |
$123K - $135K
|
6.47K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.46K- 29.8% |
$125K - $138K
|
3.44K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.48K- 26.31% |
$127K - $140K
|
4.15K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.5K- 5.1% |
$128K - $141K
|
27.8K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.51K- 4.91% |
$129K - $143K
|
29.3K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.53K- 40.35% |
$131K - $144K
|
2.26K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.55K- 14.65% |
$132K - $146K
|
9K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.56K- 32.55% |
$133K - $147K
|
3.23K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1.57K- 2.0% |
$135K - $148K
|
77.1K
$6.81M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.58K- 0.2% |
$135K - $149K
|
792K
$69.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.58K- 1.11% |
$136K - $149K
|
141K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.61K- 4.75% |
$138K - $152K
|
32.3K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.63K- 21.26% |
$140K - $154K
|
6.04K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.63K- 5.73% |
$140K - $154K
|
26.9K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 14.06% |
$144K - $159K
|
10.3K
$912K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.69K- 28.54% |
$145K - $159K
|
4.23K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.69K- 40.33% |
$145K - $159K
|
2.5K
$221K
|