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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.92K+ 3.94% |
$250K - $276K
|
77K
$6.88M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.86KNew |
$244K - $270K
|
2.86K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
2.83K+ 5.54% |
$242K - $267K
|
53.8K
$4.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
2.82K+ 25.74% |
$241K - $266K
|
13.8K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.8KNew |
$240K - $264K
|
2.8K
$250K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.79K+ 93.38% |
$239K - $264K
|
5.79K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.78K+ 7928.57% |
$237K - $262K
|
2.81K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.77K+ 6.87% |
$237K - $262K
|
43.1K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.77K+ 1.45% |
$237K - $261K
|
194K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.73K+ 9.48% |
$234K - $258K
|
31.6K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.73KNew |
$233K - $257K
|
2.73K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.71K+ 4.97% |
$232K - $256K
|
57.3K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.67KNew |
$229K - $252K
|
2.67K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.67KNew |
$228K - $252K
|
2.67K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.63K+ 10.36% |
$225K - $248K
|
28.1K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.63K+ 7.12% |
$225K - $248K
|
39.5K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.61KNew |
$223K - $246K
|
2.61K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.61K+ 3.86% |
$223K - $246K
|
70.1K
$6.26M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$222K - $245K
|
2.6K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.59K+ 26.8% |
$222K - $244K
|
12.3K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.58KNew |
$221K - $244K
|
2.58K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
2.56K+ 3.72% |
$219K - $242K
|
71.5K
$6.39M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.56KNew |
$219K - $241K
|
2.56K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.55KNew |
$218K - $241K
|
2.55K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.53K+ 5.66% |
$216K - $239K
|
47.2K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.53K+ 52.8% |
$216K - $238K
|
7.31K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.52KNew |
$216K - $238K
|
2.52K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.5K+ 6.88% |
$214K - $236K
|
38.8K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.49KNew |
$213K - $235K
|
2.49K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.47KNew |
$211K - $233K
|
2.47K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.47K+ 2.37% |
$211K - $233K
|
107K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.46KNew |
$210K - $232K
|
2.46K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.41K+ 15.86% |
$206K - $227K
|
17.6K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.4KNew |
$205K - $226K
|
2.4K
$214K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
2.4K+ 4.62% |
$205K - $226K
|
54.2K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.36K+ 10.84% |
$202K - $223K
|
24.2K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.36KNew |
$202K - $222K
|
2.36K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.33KNew |
$199K - $220K
|
2.33K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$199K - $219K
|
2.32K
$208K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.29KNew |
$196K - $216K
|
2.29K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.29K+ 3.58% |
$196K - $216K
|
66.1K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28K+ 0.26% |
$195K - $215K
|
864K
$77.1M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.27KNew |
$194K - $214K
|
2.27K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.26KNew |
$193K - $213K
|
2.26K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.26KNew |
$193K - $213K
|
2.26K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.26KNew |
$193K - $213K
|
2.26K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2.25K+ 31.19% |
$193K - $213K
|
9.48K
$846K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.25K+ 1.3% |
$192K - $212K
|
175K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.25K+ 0.86% |
$192K - $212K
|
263K
$23.5M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.24KNew |
$192K - $212K
|
2.24K
$200K
|