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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.3K+ 1431.96% |
$625K - $689K
|
7.81K
$698K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.25K+ 7.72% |
$620K - $684K
|
101K
$9.03M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.22K+ 93.22% |
$617K - $681K
|
15K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.15K+ 63.58% |
$612K - $675K
|
18.4K
$1.64M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.78K+ 7.42% |
$580K - $639K
|
98.1K
$8.77M
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6.75KNew |
$577K - $637K
|
6.75K
$603K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
6.69KNew |
$572K - $631K
|
6.69K
$597K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.66K+ 11.17% |
$570K - $629K
|
66.3K
$5.92M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6.56K+ 413.1% |
$561K - $619K
|
8.15K
$728K
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
6.45K+ 136.31% |
$552K - $609K
|
11.2K
$999K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.36KNew |
$544K - $600K
|
6.36K
$568K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.33KNew |
$541K - $597K
|
6.33K
$565K
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.31K+ 10.57% |
$539K - $595K
|
66K
$5.89M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$538K - $593K
|
6.29K
$561K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.09K+ 5.31% |
$521K - $575K
|
121K
$10.8M
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.01K+ 15.33% |
$514K - $567K
|
45.3K
$4.04M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.99KNew |
$513K - $565K
|
5.99K
$535K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.97K+ 15.48% |
$510K - $563K
|
44.5K
$3.97M
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.84K+ 8.76% |
$499K - $551K
|
72.5K
$6.47M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.76K+ 111.84% |
$493K - $543K
|
10.9K
$975K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.76K+ 20.25% |
$492K - $543K
|
34.2K
$3.05M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.75K+ 26.58% |
$492K - $543K
|
27.4K
$2.45M
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
5.72K+ 7.46% |
$489K - $539K
|
82.4K
$7.36M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.59K+ 4.24% |
$479K - $528K
|
137K
$12.3M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.5K+ 4.0% |
$471K - $519K
|
143K
$12.8M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.47K+ 6.54% |
$468K - $516K
|
89K
$7.95M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.43K+ 32.63% |
$465K - $513K
|
22.1K
$1.97M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
5.4KNew |
$462K - $509K
|
5.4K
$482K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
5.36K+ 7.5% |
$459K - $506K
|
76.8K
$6.86M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.33K+ 64.13% |
$456K - $503K
|
13.7K
$1.22M
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 23.85% |
$454K - $501K
|
27.5K
$2.46M
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
5.12K+ 4.6% |
$438K - $483K
|
116K
$10.4M
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
5.08K+ 2.94% |
$434K - $479K
|
178K
$15.9M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
4.95K+ 13.63% |
$423K - $467K
|
41.3K
$3.69M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.92K+ 6.45% |
$421K - $464K
|
81.2K
$7.26M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.9K+ 81683.33% |
$419K - $462K
|
4.91K
$438K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.86KNew |
$416K - $459K
|
4.86K
$434K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.83K+ 11.33% |
$413K - $455K
|
47.4K
$4.24M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.78K+ 4.28% |
$409K - $451K
|
117K
$10.4M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.71K+ 203.63% |
$403K - $445K
|
7.03K
$628K
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.63K+ 8.55% |
$396K - $437K
|
58.7K
$5.24M
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.61K+ 19.87% |
$394K - $435K
|
27.8K
$2.48M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
4.6K+ 7.35% |
$393K - $434K
|
67.1K
$6M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.54K+ 5.22% |
$388K - $428K
|
91.4K
$8.17M
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.5K+ 6.53% |
$385K - $424K
|
73.4K
$6.55M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.48K+ 1.28% |
$383K - $423K
|
356K
$31.8M
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.48K+ 4.97% |
$383K - $422K
|
94.5K
$8.44M
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.46K+ 3.22% |
$381K - $420K
|
143K
$12.8M
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.45K+ 8.39% |
$380K - $419K
|
57.4K
$5.13M
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
4.44K+ 1.19% |
$380K - $419K
|
378K
$33.8M
|