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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.67K- 11.04% |
$400K - $441K
|
37.6K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.69K- 3.01% |
$401K - $442K
|
151K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.72K- 28.74% |
$404K - $445K
|
11.7K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
SELL
|
- |
-4.87K- 5.3% |
$416K - $459K
|
86.9K
$7.68M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4.88K- 19.26% |
$418K - $461K
|
20.5K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.11K- 7.44% |
$437K - $482K
|
63.5K
$5.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.31K- 26.3% |
$454K - $501K
|
14.9K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.44K- 12.24% |
$466K - $513K
|
39K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-5.89K- 12.58% |
$504K - $556K
|
40.9K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.91K- 21.22% |
$506K - $558K
|
21.9K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.26K- 2.34% |
$536K - $591K
|
262K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.58K- 1.1% |
$563K - $620K
|
593K
$52.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-6.81K- 18.46% |
$583K - $642K
|
30.1K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 67.3% |
$587K - $647K
|
3.33K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.87K- 13.27% |
$588K - $648K
|
44.9K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.97K- 45.16% |
$596K - $657K
|
8.46K
$747K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.97K- 48.58% |
$596K - $658K
|
7.38K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.5K- 30.51% |
$641K - $707K
|
17.1K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.51K- 31.78% |
$642K - $708K
|
16.1K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.55K- 11.85% |
$646K - $712K
|
56.2K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-7.69K- 13.94% |
$658K - $726K
|
47.5K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-7.79K- 19.77% |
$666K - $735K
|
31.6K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7.8K- 39.0% |
$667K - $736K
|
12.2K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.02K- 9.4% |
$686K - $756K
|
77.3K
$6.83M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.06K- 28.33% |
$690K - $760K
|
20.4K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8.13K- 10.14% |
$695K - $767K
|
72K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.37K- 4.14% |
$716K - $790K
|
194K
$17.1M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8.42K- 35.74% |
$721K - $795K
|
15.1K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.46K- 23.42% |
$724K - $798K
|
27.7K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.48K- 44.79% |
$725K - $800K
|
10.4K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-8.54K- 17.58% |
$730K - $805K
|
40K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-8.62K- 5.53% |
$737K - $813K
|
147K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.65K- 1.6% |
$740K - $816K
|
532K
$47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.73K- 0.32% |
$747K - $824K
|
2.69M
$238M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.73K- 5.46% |
$747K - $824K
|
151K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-8.9K- 37.87% |
$761K - $840K
|
14.6K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.93K- 18.42% |
$764K - $842K
|
39.5K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.93K- 10.82% |
$764K - $843K
|
73.6K
$6.5M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.01K- 18.54% |
$770K - $850K
|
39.6K
$3.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.24K- 17.42% |
$791K - $872K
|
43.8K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9.32K- 8.57% |
$797K - $879K
|
99.4K
$8.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.9K- 9.96% |
$847K - $934K
|
89.5K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.91K- 26.68% |
$848K - $935K
|
27.2K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-10.3K- 38.72% |
$879K - $969K
|
16.3K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 9.68% |
$913K - $1.01M
|
99.6K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 68.25% |
$924K - $1.02M
|
5.03K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 21.38% |
$928K - $1.02M
|
39.9K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11K- 49.96% |
$937K - $1.03M
|
11K
$969K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.2K- 27.66% |
$960K - $1.06M
|
29.4K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 5.0% |
$961K - $1.06M
|
214K
$18.9M
|