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 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-708- 3.89% |
$60.6K - $66.8K
|
17.5K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-727- 1.52% |
$62.2K - $68.6K
|
47.2K
$4.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-769- 1.94% |
$65.8K - $72.5K
|
38.9K
$3.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-781- 4.16% |
$66.8K - $73.7K
|
18K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-822- 5.04% |
$70.3K - $77.5K
|
15.5K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-846- 3.19% |
$72.4K - $79.8K
|
25.7K
$2.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-855- 22.25% |
$73.1K - $80.7K
|
2.99K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-870- 5.93% |
$74.4K - $82.1K
|
13.8K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-912- 7.03% |
$78K - $86K
|
12.1K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-941- 18.66% |
$80.5K - $88.8K
|
4.1K
$356K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 4.54% |
$87.2K - $96.1K
|
21.4K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.03K- 9.63% |
$87.8K - $96.8K
|
9.63K
$836K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.09K- 3.79% |
$93K - $103K
|
27.6K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.11K- 4.68% |
$94.5K - $104K
|
22.5K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.22K- 5.49% |
$105K - $115K
|
21K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 5.94% |
$106K - $117K
|
19.7K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.29K- 8.99% |
$110K - $122K
|
13.1K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.33K- 14.32% |
$113K - $125K
|
7.93K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.33K- 2.04% |
$114K - $126K
|
64.2K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 16.81% |
$114K - $126K
|
6.6K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.44K- 18.15% |
$123K - $135K
|
6.47K
$562K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.51K- 4.91% |
$129K - $143K
|
29.3K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.55K- 14.65% |
$132K - $146K
|
9K
$782K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 14.06% |
$144K - $159K
|
10.3K
$897K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.69K- 28.54% |
$145K - $159K
|
4.23K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.7K- 14.69% |
$145K - $160K
|
9.84K
$855K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.71K- 15.68% |
$146K - $161K
|
9.17K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.73K- 28.69% |
$148K - $163K
|
4.3K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.74K- 4.33% |
$149K - $164K
|
38.4K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.78K- 2.25% |
$152K - $167K
|
77.2K
$6.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.85K- 5.92% |
$158K - $174K
|
29.4K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.91K- 26.11% |
$163K - $180K
|
5.39K
$468K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.95K- 7.21% |
$166K - $183K
|
25K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.09K- 8.75% |
$178K - $197K
|
21.7K
$1.89M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.22K- 5.0% |
$190K - $209K
|
42.2K
$3.66M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.24K- 33.03% |
$192K - $212K
|
4.55K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.7K- 30.24% |
$231K - $255K
|
6.23K
$541K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.84K- 23.53% |
$243K - $268K
|
9.24K
$802K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.92K- 10.35% |
$249K - $275K
|
25.3K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.99K- 14.63% |
$256K - $282K
|
17.5K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.05K- 18.48% |
$261K - $288K
|
13.5K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.22K- 16.09% |
$275K - $304K
|
16.8K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.28K- 6.97% |
$281K - $309K
|
43.8K
$3.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.51K- 9.3% |
$300K - $331K
|
34.2K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.67K- 48.31% |
$314K - $346K
|
3.92K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.91K- 49.33% |
$335K - $369K
|
4.02K
$349K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.48K- 57.89% |
$383K - $423K
|
3.26K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.26K- 2.34% |
$536K - $591K
|
262K
$22.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7.8K- 39.0% |
$667K - $736K
|
12.2K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.48K- 44.79% |
$725K - $800K
|
10.4K
$907K
|