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 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
765+ 9.05% |
$65.4K - $72.2K
|
9.22K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
762+ 0.3% |
$65.2K - $71.9K
|
251K
$22.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
761+ 5.92% |
$65.1K - $71.8K
|
13.6K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
755+ 7.34% |
$64.6K - $71.2K
|
11K
$975K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
739+ 6.2% |
$63.2K - $69.7K
|
12.7K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
738+ 3.86% |
$63.1K - $69.6K
|
19.8K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
733+ 122.17% |
$62.7K - $69.2K
|
1.33K
$118K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
731New |
$62.5K - $69K
|
731
$64.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
714+ 5.56% |
$61.1K - $67.4K
|
13.5K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
704+ 2.11% |
$60.2K - $66.4K
|
34K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
697+ 11.28% |
$59.6K - $65.8K
|
6.88K
$607K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
697+ 11.94% |
$59.6K - $65.8K
|
6.54K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 27.6% |
$59K - $65.1K
|
3.19K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
684+ 0.81% |
$58.5K - $64.5K
|
85.5K
$7.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
673+ 2.74% |
$57.6K - $63.5K
|
25.2K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
667+ 2.52% |
$57.1K - $62.9K
|
27.1K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
666+ 0.87% |
$57K - $62.8K
|
76.9K
$6.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
661+ 2.73% |
$56.5K - $62.4K
|
24.9K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
660+ 24.48% |
$56.5K - $62.3K
|
3.36K
$296K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
660+ 4.19% |
$56.5K - $62.3K
|
16.4K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
659+ 2.56% |
$56.4K - $62.2K
|
26.4K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
635+ 14.09% |
$54.3K - $59.9K
|
5.14K
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
630New |
$53.9K - $59.4K
|
630
$55.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
623+ 19.27% |
$53.3K - $58.8K
|
3.86K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
615+ 1.58% |
$52.6K - $58K
|
39.6K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
607+ 14.28% |
$51.9K - $57.3K
|
4.86K
$429K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
605+ 7562.5% |
$51.8K - $57.1K
|
613
$54.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
599+ 3.36% |
$51.2K - $56.5K
|
18.5K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
598+ 13.4% |
$51.2K - $56.4K
|
5.06K
$447K
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
597+ 2.05% |
$51.1K - $56.3K
|
29.7K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
596+ 23.62% |
$51K - $56.2K
|
3.12K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
587+ 3.45% |
$50.2K - $55.4K
|
17.6K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
580+ 28.05% |
$49.6K - $54.7K
|
2.65K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
575+ 0.75% |
$49.2K - $54.2K
|
77.2K
$6.82M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
569+ 3.2% |
$48.7K - $53.7K
|
18.4K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
564+ 7.16% |
$48.3K - $53.2K
|
8.44K
$746K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
563+ 20.27% |
$48.2K - $53.1K
|
3.34K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
561+ 22.37% |
$48K - $52.9K
|
3.07K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
549+ 7.46% |
$47K - $51.8K
|
7.9K
$698K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
547+ 2.98% |
$46.8K - $51.6K
|
18.9K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
541+ 9.62% |
$46.3K - $51K
|
6.17K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
540+ 6.56% |
$46.2K - $50.9K
|
8.77K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
538+ 4.38% |
$46K - $50.8K
|
12.8K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
535+ 14.66% |
$45.8K - $50.5K
|
4.19K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
531+ 0.5% |
$45.4K - $50.1K
|
106K
$9.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
530+ 8.98% |
$45.3K - $50K
|
6.43K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
522+ 7.98% |
$44.7K - $49.2K
|
7.06K
$624K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
521+ 8.65% |
$44.6K - $49.2K
|
6.54K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
516+ 7.36% |
$44.1K - $48.7K
|
7.53K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
510+ 4.94% |
$43.6K - $48.1K
|
10.8K
$957K
|