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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-86.1K- 2.57% |
$7.36M - $8.12M
|
3.26M
$288M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-86.1K- 91.59% |
$7.37M - $8.12M
|
7.91K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89.8K- 96.15% |
$7.68M - $8.47M
|
3.59K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-94.5K- 92.94% |
$8.08M - $8.91M
|
7.18K
$634K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 30.44% |
$9.85M - $10.9M
|
263K
$23.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-117K- 31.98% |
$10M - $11M
|
249K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 2.52% |
$10M - $11.1M
|
4.54M
$401M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-122K- 80.8% |
$10.5M - $11.5M
|
29.1K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-223K- 22.79% |
$19.1M - $21.1M
|
756K
$66.8M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-230K- 76.96% |
$19.7M - $21.7M
|
68.9K
$6.09M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-237K- 87.33% |
$20.3M - $22.4M
|
34.5K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-273K- 14.37% |
$23.3M - $25.7M
|
1.62M
$143M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-291K- 25.9% |
$24.9M - $27.4M
|
832K
$73.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-311K- 43.26% |
$26.6M - $29.3M
|
407K
$36M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-455K- 82.13% |
$38.9M - $42.9M
|
99K
$8.74M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-509K- 82.18% |
$43.5M - $48M
|
110K
$9.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-602K- 90.52% |
$51.5M - $56.8M
|
63K
$5.57M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-623K- 11.0% |
$53.3M - $58.8M
|
5.04M
$445M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-719K- 89.71% |
$61.5M - $67.9M
|
82.5K
$7.29M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-921K- 9.59% |
$78.8M - $86.9M
|
8.68M
$766M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.51M- 74.84% |
$215M - $237M
|
845K
$74.6M
|