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 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.34K- 47.41% |
$200K - $221K
|
2.6K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-2.38K- 46.34% |
$204K - $224K
|
2.76K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.41K- 1.92% |
$206K - $227K
|
123K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.41K- 28.21% |
$207K - $228K
|
6.14K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 9.7% |
$208K - $230K
|
22.7K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.53K- 24.62% |
$217K - $239K
|
7.76K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.56K- 7.22% |
$219K - $242K
|
32.9K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.58K- 9.16% |
$220K - $243K
|
25.5K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.7K- 30.24% |
$231K - $255K
|
6.23K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.71K- 2.58% |
$232K - $256K
|
102K
$9.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.8K- 7.04% |
$239K - $264K
|
36.9K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2.82K- 9.24% |
$241K - $266K
|
27.7K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.84K- 23.53% |
$243K - $268K
|
9.24K
$849K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.89K- 55.72% |
$247K - $272K
|
2.3K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.9K- 10.0% |
$248K - $273K
|
26.1K
$2.39M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.92K- 10.35% |
$249K - $275K
|
25.3K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.94K- 13.2% |
$251K - $277K
|
19.3K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.95K- 10.8% |
$253K - $278K
|
24.4K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.98K- 6.5% |
$255K - $281K
|
42.8K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.99K- 14.63% |
$256K - $282K
|
17.5K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3K- 30.14% |
$256K - $283K
|
6.94K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-3.01K- 2.75% |
$257K - $284K
|
106K
$9.77M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.01K- 14.78% |
$257K - $284K
|
17.3K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-3.02K- 36.84% |
$258K - $285K
|
5.18K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.04K- 12.95% |
$260K - $287K
|
20.4K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.05K- 18.48% |
$261K - $288K
|
13.5K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.05K- 4.37% |
$261K - $288K
|
66.8K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 1.18% |
$264K - $291K
|
258K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.12K- 1.66% |
$267K - $295K
|
185K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.16K- 15.13% |
$270K - $298K
|
17.7K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.22K- 16.09% |
$275K - $304K
|
16.8K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.27K- 22.92% |
$279K - $308K
|
11K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.28K- 6.97% |
$281K - $309K
|
43.8K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.28K- 3.56% |
$281K - $309K
|
88.9K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.33K- 11.4% |
$284K - $314K
|
25.8K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.34K- 28.79% |
$285K - $315K
|
8.25K
$758K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-3.34K- 3.9% |
$286K - $315K
|
82.4K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.38K- 2.39% |
$289K - $318K
|
138K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-3.38K- 4.11% |
$289K - $319K
|
79K
$7.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.43K- 31.22% |
$293K - $324K
|
7.56K
$694K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.47K- 2.05% |
$297K - $328K
|
166K
$15.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.5K- 2.87% |
$300K - $330K
|
119K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.51K- 26.31% |
$300K - $331K
|
9.82K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.51K- 9.3% |
$300K - $331K
|
34.2K
$3.15M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-3.54K- 18.31% |
$303K - $334K
|
15.8K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.67K- 48.31% |
$314K - $346K
|
3.92K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.69K- 15.44% |
$316K - $348K
|
20.2K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.72K- 56.71% |
$319K - $351K
|
2.84K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.75K- 9.15% |
$321K - $354K
|
37.2K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.85K- 10.1% |
$330K - $363K
|
34.3K
$3.15M
|