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 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-11.5K- 47.91% |
$980K - $1.08M
|
12.5K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11.7K- 8.59% |
$1M - $1.11M
|
125K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-12.3K- 44.03% |
$1.06M - $1.16M
|
15.7K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 10.51% |
$1.06M - $1.17M
|
105K
$9.31M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 98.42% |
$1.06M - $1.17M
|
200
$17.7K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-13K- 31.94% |
$1.11M - $1.23M
|
27.7K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-13K- 99.63% |
$1.11M - $1.23M
|
48
$4.24K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 36.53% |
$1.13M - $1.24M
|
22.9K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-13.5K- 13.25% |
$1.16M - $1.28M
|
88.6K
$7.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.8K- 10.3% |
$1.18M - $1.3M
|
120K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.9K- 1.22% |
$1.19M - $1.31M
|
1.13M
$99.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.1K- 4.99% |
$1.21M - $1.33M
|
268K
$23.7M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14.4K- 44.3% |
$1.23M - $1.36M
|
18.1K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-14.5K- 39.37% |
$1.24M - $1.37M
|
22.3K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-14.6K- 23.13% |
$1.25M - $1.38M
|
48.7K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.9K- 8.17% |
$1.28M - $1.41M
|
168K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-15K- 95.03% |
$1.28M - $1.41M
|
784
$69.3K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-15.3K- 11.47% |
$1.31M - $1.44M
|
118K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.4K- 34.9% |
$1.4M - $1.54M
|
30.5K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-17.7K- 25.26% |
$1.51M - $1.67M
|
52.3K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.8K- 5.77% |
$1.52M - $1.68M
|
290K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-18.5K- 24.4% |
$1.58M - $1.75M
|
57.3K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-19.3K- 15.59% |
$1.65M - $1.82M
|
104K
$9.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-21K- 25.51% |
$1.8M - $1.98M
|
61.4K
$5.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21.4K- 1.23% |
$1.83M - $2.02M
|
1.72M
$152M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22.4K- 11.94% |
$1.92M - $2.11M
|
165K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-24.3K- 85.23% |
$2.08M - $2.29M
|
4.21K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-24.3K- 90.91% |
$2.08M - $2.3M
|
2.43K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.6K- 7.49% |
$2.19M - $2.41M
|
316K
$27.9M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-25.7K- 73.83% |
$2.2M - $2.42M
|
9.1K
$804K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-25.9K- 60.2% |
$2.22M - $2.45M
|
17.1K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26.1K- 49.58% |
$2.23M - $2.46M
|
26.5K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-28.4K- 62.3% |
$2.43M - $2.68M
|
17.2K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.2K- 3.48% |
$2.66M - $2.94M
|
863K
$76.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-31.5K- 23.22% |
$2.7M - $2.98M
|
104K
$9.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-32.1K- 35.35% |
$2.75M - $3.03M
|
58.8K
$5.19M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-32.7K- 28.08% |
$2.8M - $3.08M
|
83.7K
$7.39M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.8KClosed |
$2.89M - $3.19M
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34.5K- 31.09% |
$2.95M - $3.25M
|
76.4K
$6.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-34.8K- 3.94% |
$2.98M - $3.28M
|
850K
$75.1M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-40.5K- 11.99% |
$3.46M - $3.82M
|
297K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-41.6K- 2.98% |
$3.56M - $3.92M
|
1.35M
$119M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.2K- 6.1% |
$4.13M - $4.55M
|
742K
$65.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-49K- 98.9% |
$4.19M - $4.62M
|
547
$48.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-53.1K- 26.24% |
$4.54M - $5.01M
|
149K
$13.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-55.5K- 62.53% |
$4.75M - $5.23M
|
33.2K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-56.9K- 39.68% |
$4.87M - $5.37M
|
86.5K
$7.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-66.6K- 44.53% |
$5.69M - $6.28M
|
82.9K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68.6K- 5.32% |
$5.87M - $6.48M
|
1.22M
$108M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-69.7K- 43.09% |
$5.96M - $6.57M
|
92K
$8.13M
|