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 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.22K+ 87.8% |
$105K - $115K
|
2.62K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.22KNew |
$104K - $115K
|
1.22K
$108K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 33.98% |
$102K - $112K
|
4.7K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.17K+ 9.7% |
$100K - $111K
|
13.3K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.17K+ 2.22% |
$100K - $111K
|
54K
$4.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.17K+ 10.87% |
$100K - $110K
|
11.9K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.15K+ 4.87% |
$98K - $108K
|
24.7K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
1.15K+ 7.23% |
$98K - $108K
|
17K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.14K+ 8.74% |
$97.5K - $108K
|
14.2K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.13K+ 14.25% |
$96.8K - $107K
|
9.07K
$801K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.11K+ 2.3% |
$95.2K - $105K
|
49.5K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 15.58% |
$95.2K - $105K
|
8.26K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 13.4% |
$94.9K - $105K
|
9.38K
$829K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.1K+ 0.51% |
$94.2K - $104K
|
216K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.09K+ 2.11% |
$93.5K - $103K
|
53K
$4.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.05K+ 23.94% |
$89.7K - $99K
|
5.43K
$480K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.05K+ 14.76% |
$89.6K - $98.8K
|
8.14K
$719K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.04K+ 2.07% |
$88.7K - $97.8K
|
51K
$4.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 2.35% |
$87.4K - $96.4K
|
44.5K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.01K+ 2.53% |
$86.6K - $95.5K
|
41.1K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1K+ 4.83% |
$85.6K - $94.4K
|
21.7K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 100.0% |
$85.6K - $94.3K
|
2K
$177K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
987+ 7.09% |
$84.4K - $93.1K
|
14.9K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
985+ 14.97% |
$84.3K - $92.9K
|
7.56K
$668K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
963+ 9.09% |
$82.4K - $90.8K
|
11.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
956+ 16.69% |
$81.8K - $90.2K
|
6.69K
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
954+ 3.66% |
$81.6K - $90K
|
27K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
943+ 5.34% |
$80.7K - $89K
|
18.6K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
933+ 2.58% |
$79.8K - $88K
|
37.1K
$3.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
923+ 32.77% |
$79K - $87.1K
|
3.74K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
920+ 12.42% |
$78.7K - $86.8K
|
8.33K
$736K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
919+ 69.67% |
$78.6K - $86.7K
|
2.24K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
916+ 21.29% |
$78.4K - $86.4K
|
5.22K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
887+ 4.45% |
$75.9K - $83.7K
|
20.8K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
880+ 10.31% |
$75.3K - $83K
|
9.42K
$832K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
864+ 1.92% |
$73.9K - $81.5K
|
45.8K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
BUY
|
- |
863+ 1.04% |
$73.8K - $81.4K
|
83.6K
$7.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
851+ 6.79% |
$72.8K - $80.3K
|
13.4K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
848+ 27.44% |
$72.5K - $80K
|
3.94K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
846+ 1.13% |
$72.4K - $79.8K
|
75.5K
$6.67M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
815+ 42.6% |
$69.7K - $76.9K
|
2.73K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
810+ 9.0% |
$69.3K - $76.4K
|
9.81K
$867K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
803New |
$68.7K - $75.8K
|
803
$70.9K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
801+ 16.47% |
$68.5K - $75.6K
|
5.66K
$500K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
798+ 9.37% |
$68.3K - $75.3K
|
9.31K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
794+ 33.5% |
$67.9K - $74.9K
|
3.16K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
782+ 0.78% |
$66.9K - $73.8K
|
101K
$8.88M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
774+ 9.77% |
$66.2K - $73K
|
8.69K
$768K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
772+ 0.99% |
$66K - $72.8K
|
78.7K
$6.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
765+ 4.36% |
$65.4K - $72.2K
|
18.3K
$1.62M
|