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 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-8.62K- 5.53% |
$737K - $813K
|
147K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.65K- 1.6% |
$740K - $816K
|
532K
$48.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.73K- 0.32% |
$747K - $824K
|
2.69M
$247M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.73K- 5.46% |
$747K - $824K
|
151K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.8K- 76.42% |
$753K - $830K
|
2.72K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-8.9K- 37.87% |
$761K - $840K
|
14.6K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.93K- 18.42% |
$764K - $842K
|
39.5K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.93K- 10.82% |
$764K - $843K
|
73.6K
$6.76M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.01K- 18.54% |
$770K - $850K
|
39.6K
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.24K- 17.42% |
$791K - $872K
|
43.8K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-9.3K- 5.73% |
$795K - $877K
|
153K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9.32K- 8.57% |
$797K - $879K
|
99.4K
$9.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.81K- 11.71% |
$839K - $925K
|
73.9K
$6.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.9K- 9.96% |
$847K - $934K
|
89.5K
$8.22M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.91K- 26.68% |
$848K - $935K
|
27.2K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.2K- 2.97% |
$872K - $961K
|
333K
$30.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-10.3K- 38.72% |
$879K - $969K
|
16.3K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-10.5K- 29.73% |
$901K - $993K
|
24.9K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 9.68% |
$913K - $1.01M
|
99.6K
$9.15M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 68.25% |
$924K - $1.02M
|
5.03K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 21.38% |
$928K - $1.02M
|
39.9K
$3.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11K- 49.96% |
$937K - $1.03M
|
11K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.2K- 27.66% |
$960K - $1.06M
|
29.4K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 5.0% |
$961K - $1.06M
|
214K
$19.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-11.5K- 47.91% |
$980K - $1.08M
|
12.5K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11.7K- 8.59% |
$1M - $1.11M
|
125K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-12.3K- 44.03% |
$1.06M - $1.16M
|
15.7K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 10.51% |
$1.06M - $1.17M
|
105K
$9.69M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 98.42% |
$1.06M - $1.17M
|
200
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.8K- 2.69% |
$1.09M - $1.2M
|
462K
$42.4M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-13K- 31.94% |
$1.11M - $1.23M
|
27.7K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-13K- 99.63% |
$1.11M - $1.23M
|
48
$4.41K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 36.53% |
$1.13M - $1.24M
|
22.9K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-13.5K- 13.25% |
$1.16M - $1.28M
|
88.6K
$8.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.8K- 10.3% |
$1.18M - $1.3M
|
120K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.9K- 1.22% |
$1.19M - $1.31M
|
1.13M
$103M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.1K- 4.99% |
$1.21M - $1.33M
|
268K
$24.6M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14.4K- 44.3% |
$1.23M - $1.36M
|
18.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-14.5K- 39.37% |
$1.24M - $1.37M
|
22.3K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-14.6K- 23.13% |
$1.25M - $1.38M
|
48.7K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14.7K- 59.13% |
$1.25M - $1.38M
|
10.1K
$931K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.9K- 8.17% |
$1.28M - $1.41M
|
168K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-15K- 95.03% |
$1.28M - $1.41M
|
784
$72K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-15.3K- 11.47% |
$1.31M - $1.44M
|
118K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.4K- 34.9% |
$1.4M - $1.54M
|
30.5K
$2.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.8K- 38.7% |
$1.44M - $1.59M
|
26.7K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-17.7K- 25.26% |
$1.51M - $1.67M
|
52.3K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.8K- 5.77% |
$1.52M - $1.68M
|
290K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-18.5K- 24.4% |
$1.58M - $1.75M
|
57.3K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-19.3K- 15.59% |
$1.65M - $1.82M
|
104K
$9.59M
|