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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-18- 0.06% |
$1.54K - $1.7K
|
29.9K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-19- 0.25% |
$1.63K - $1.79K
|
7.44K
$646K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-24- 0.38% |
$2.05K - $2.26K
|
6.35K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26- 0.8% |
$2.22K - $2.45K
|
3.22K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-30- 0.5% |
$2.57K - $2.83K
|
6.01K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 3.98% |
$3.34K - $3.68K
|
940
$81.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-44- 0.72% |
$3.76K - $4.15K
|
6.09K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-49- 1.7% |
$4.19K - $4.62K
|
2.84K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-50- 0.25% |
$4.28K - $4.72K
|
19.7K
$1.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-56- 0.06% |
$4.79K - $5.28K
|
93.4K
$8.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 18.32% |
$5.05K - $5.57K
|
263
$22.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-63- 2.35% |
$5.39K - $5.94K
|
2.61K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-100- 2.81% |
$8.56K - $9.43K
|
3.46K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-100- 1.83% |
$8.56K - $9.43K
|
5.38K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-105- 4.29% |
$8.98K - $9.91K
|
2.35K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-109- 3.04% |
$9.32K - $10.3K
|
3.48K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-118- 0.21% |
$10.1K - $11.1K
|
56.6K
$4.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-120- 2.83% |
$10.3K - $11.3K
|
4.13K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-132- 4.79% |
$11.3K - $12.5K
|
2.63K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-132- 2.68% |
$11.3K - $12.5K
|
4.8K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 6.22% |
$12.8K - $14.2K
|
2.26K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-165- 37.5% |
$14.1K - $15.6K
|
275
$23.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-174- 1.43% |
$14.9K - $16.4K
|
12K
$1.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-186- 2.67% |
$15.9K - $17.5K
|
6.79K
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 8.15% |
$17.1K - $18.9K
|
2.26K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-204- 6.2% |
$17.5K - $19.2K
|
3.09K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-214- 7.08% |
$18.3K - $20.2K
|
2.81K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-227- 0.8% |
$19.4K - $21.4K
|
28.3K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-235- 2.0% |
$20.1K - $22.2K
|
11.5K
$999K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-251- 7.3% |
$21.5K - $23.7K
|
3.19K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-259- 2.2% |
$22.2K - $24.4K
|
11.5K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.43% |
$23.7K - $26.1K
|
4.03K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-317- 6.09% |
$27.1K - $29.9K
|
4.89K
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-362- 2.68% |
$31K - $34.2K
|
13.1K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-367- 0.53% |
$31.4K - $34.6K
|
68.7K
$5.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-390- 13.6% |
$33.4K - $36.8K
|
2.48K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-397- 4.25% |
$34K - $37.5K
|
8.94K
$777K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-399- 6.14% |
$34.1K - $37.6K
|
6.1K
$530K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-406- 2.24% |
$34.7K - $38.3K
|
17.7K
$1.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-433- 8.78% |
$37K - $40.8K
|
4.5K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-439- 3.89% |
$37.6K - $41.4K
|
10.8K
$941K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-450- 5.77% |
$38.5K - $42.5K
|
7.35K
$638K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-454- 3.49% |
$38.8K - $42.8K
|
12.6K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-492- 15.24% |
$42.1K - $46.4K
|
2.74K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-579- 0.96% |
$49.5K - $54.6K
|
60K
$5.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-605- 3.77% |
$51.8K - $57.1K
|
15.4K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-648- 5.85% |
$55.4K - $61.1K
|
10.4K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-657- 3.22% |
$56.2K - $62K
|
19.7K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-659- 4.06% |
$56.4K - $62.2K
|
15.6K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-692- 12.48% |
$59.2K - $65.3K
|
4.85K
$421K
|