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 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
4.31K+ 5.34% |
$369K - $407K
|
85.1K
$7.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.29K+ 7.46% |
$367K - $404K
|
61.8K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.28K+ 8.1% |
$366K - $404K
|
57.1K
$5.1M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.24K+ 22.31% |
$363K - $400K
|
23.3K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
4.11K+ 5.86% |
$352K - $388K
|
74.3K
$6.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.06K+ 6.74% |
$348K - $383K
|
64.3K
$5.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.93K+ 9.6% |
$337K - $371K
|
44.9K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.92KNew |
$336K - $370K
|
3.92K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 7.09% |
$335K - $370K
|
59.2K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.91K+ 6.86% |
$334K - $369K
|
60.9K
$5.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.89KNew |
$332K - $367K
|
3.89K
$347K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.87KNew |
$331K - $365K
|
3.87K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.86K+ 22.99% |
$330K - $364K
|
20.6K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.76K+ 2.56% |
$322K - $355K
|
151K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.76K+ 4.75% |
$322K - $355K
|
83K
$7.41M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.76K+ 10.32% |
$321K - $354K
|
40.1K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.74K+ 9.07% |
$320K - $353K
|
45K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.73K+ 3.16% |
$319K - $352K
|
122K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.72K+ 9.18% |
$318K - $351K
|
44.2K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.72K+ 11.6% |
$318K - $351K
|
35.8K
$3.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.63KNew |
$311K - $343K
|
3.63K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.62K+ 49.87% |
$310K - $342K
|
10.9K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.58K+ 189.11% |
$306K - $337K
|
5.47K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.54K+ 3.37% |
$303K - $334K
|
109K
$9.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.5K+ 6.27% |
$300K - $330K
|
59.4K
$5.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.49K+ 9.18% |
$298K - $329K
|
41.5K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.48KNew |
$298K - $328K
|
3.48K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.47K+ 9.97% |
$297K - $328K
|
38.3K
$3.42M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.45KNew |
$295K - $325K
|
3.45K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3.44K+ 2.13% |
$294K - $324K
|
165K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.4K+ 3.16% |
$291K - $320K
|
111K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.3KNew |
$282K - $311K
|
3.3K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.29K+ 5.04% |
$281K - $310K
|
68.5K
$6.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.27K+ 2.22% |
$280K - $309K
|
151K
$13.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.24K+ 12.17% |
$277K - $305K
|
29.8K
$2.66M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23K+ 18.54% |
$276K - $305K
|
20.6K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.17KNew |
$271K - $299K
|
3.17K
$283K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.14K+ 8.61% |
$269K - $296K
|
39.6K
$3.54M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.13K+ 26.61% |
$268K - $295K
|
14.9K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
3.12KNew |
$266K - $294K
|
3.12K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 10.05% |
$264K - $292K
|
33.8K
$3.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.08K+ 17.19% |
$264K - $291K
|
21K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.08K+ 3.47% |
$263K - $290K
|
91.7K
$8.19M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.07K+ 14.05% |
$262K - $289K
|
24.9K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.05KNew |
$260K - $287K
|
3.05K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.04K+ 46.12% |
$260K - $287K
|
9.63K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
3.01KNew |
$258K - $284K
|
3.01K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.99K+ 2.46% |
$256K - $282K
|
125K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.99KNew |
$255K - $282K
|
2.99K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
2.94K+ 10.29% |
$252K - $278K
|
31.5K
$2.82M
|