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 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
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-31.7K- 33.72% |
$2.71M - $2.99M
|
62.3K
$5.5M
|
|
|
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 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-43.9K- 59.75% |
$3.75M - $4.14M
|
29.5K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47.3K- 64.3% |
$4.05M - $4.46M
|
26.3K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.2K- 6.1% |
$4.13M - $4.55M
|
742K
$65.6M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-49K- 20.43% |
$4.19M - $4.62M
|
191K
$16.8M
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.9K- 10.85% |
$7.09M - $7.82M
|
681K
$60.2M
|
|
|
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 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-107K- 70.3% |
$9.14M - $10.1M
|
45.2K
$3.99M
|
|
|
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 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-259K- 86.63% |
$22.1M - $24.4M
|
39.9K
$3.53M
|
|
|
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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-407K- 3.29% |
$34.9M - $38.4M
|
12M
$1.06B
|
|
|
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
|