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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 4.43% |
$1.03M - $1.14M
|
284K
$25.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 76.52% |
$1.03M - $1.14M
|
27.8K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12K+ 6.36% |
$1.03M - $1.13M
|
200K
$17.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
11.9K+ 5.22% |
$1.02M - $1.12M
|
240K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 1.83% |
$1.01M - $1.12M
|
657K
$58.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 18.69% |
$1.01M - $1.11M
|
74.7K
$6.67M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$985K - $1.09M
|
11.5K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11.1K+ 368.53% |
$946K - $1.04M
|
14.1K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.8K+ 54.41% |
$928K - $1.02M
|
30.8K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 8.56% |
$907K - $1M
|
135K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 210.45% |
$898K - $990K
|
15.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2K+ 2.13% |
$875K - $965K
|
490K
$43.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.1K+ 90.34% |
$864K - $953K
|
21.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
10K+ 17.18% |
$856K - $944K
|
68.3K
$6.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
9.9K+ 9.2% |
$847K - $934K
|
117K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9.8K+ 31.46% |
$838K - $924K
|
40.9K
$3.66M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9.43K+ 5.26% |
$806K - $889K
|
189K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.4K+ 3455.51% |
$804K - $887K
|
9.67K
$864K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.38K+ 2.52% |
$802K - $884K
|
381K
$34.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
9.33K+ 131.96% |
$798K - $880K
|
16.4K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 2256.45% |
$793K - $875K
|
9.69K
$865K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.16K+ 9.28% |
$784K - $865K
|
108K
$9.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
9.15KNew |
$782K - $863K
|
9.15K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
9.07KNew |
$776K - $856K
|
9.07K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.06K+ 7.11% |
$775K - $854K
|
136K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
8.84K+ 5.28% |
$757K - $834K
|
176K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.82K+ 65.49% |
$754K - $832K
|
22.3K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
8.81K+ 26.19% |
$754K - $831K
|
42.5K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.75K+ 14.39% |
$749K - $825K
|
69.6K
$6.21M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.68K+ 262.5% |
$743K - $819K
|
12K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.64K+ 4.57% |
$739K - $815K
|
198K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.6KNew |
$736K - $811K
|
8.6K
$768K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.59K+ 4.08% |
$735K - $810K
|
219K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.42K+ 3.73% |
$720K - $794K
|
234K
$20.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
8.39K+ 2.47% |
$718K - $792K
|
348K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8.38K+ 55.28% |
$716K - $790K
|
23.5K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.35K+ 149.66% |
$714K - $788K
|
13.9K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.25K+ 1.02% |
$706K - $779K
|
818K
$73M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.14K+ 0.97% |
$696K - $768K
|
844K
$75.4M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.98K+ 7.27% |
$683K - $753K
|
118K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
7.6K+ 11.34% |
$650K - $717K
|
74.6K
$6.66M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.59K+ 1.73% |
$649K - $716K
|
446K
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.48K+ 98.45% |
$640K - $706K
|
15.1K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
7.46KNew |
$638K - $704K
|
7.46K
$666K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.44K+ 11.18% |
$636K - $701K
|
73.9K
$6.6M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
7.4KNew |
$633K - $698K
|
7.4K
$661K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
7.37K+ 1.76% |
$630K - $695K
|
425K
$37.9M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7.35K+ 4.12% |
$629K - $693K
|
186K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.34K+ 4.81% |
$628K - $692K
|
160K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
7.32K+ 5.85% |
$626K - $691K
|
132K
$11.8M
|