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 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
510+ 1.03% |
$43.6K - $48.1K
|
50.2K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
502+ 21.57% |
$42.9K - $47.4K
|
2.83K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
500+ 14.5% |
$42.8K - $47.2K
|
3.95K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
492+ 1.77% |
$42.1K - $46.4K
|
28.4K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
487New |
$41.7K - $45.9K
|
487
$43K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
481+ 18.72% |
$41.1K - $45.4K
|
3.05K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
480+ 0.63% |
$41.1K - $45.3K
|
76.5K
$6.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
477+ 1.09% |
$40.8K - $45K
|
44.3K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
471+ 1.4% |
$40.3K - $44.4K
|
34K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
470+ 2.22% |
$40.2K - $44.3K
|
21.7K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
469+ 0.85% |
$40.1K - $44.2K
|
55.5K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
468+ 5.65% |
$40K - $44.2K
|
8.75K
$773K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
467+ 2.09% |
$40K - $44.1K
|
22.8K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
466+ 3.29% |
$39.9K - $44K
|
14.7K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
438+ 1.99% |
$37.5K - $41.3K
|
22.4K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
433+ 9.7% |
$37K - $40.8K
|
4.9K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
424+ 7.25% |
$36.3K - $40K
|
6.27K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
424+ 3.76% |
$36.3K - $40K
|
11.7K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
423+ 11.47% |
$36.2K - $39.9K
|
4.11K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
414+ 43.49% |
$35.4K - $39.1K
|
1.37K
$121K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
413+ 3.93% |
$35.3K - $39K
|
10.9K
$964K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
408+ 3.35% |
$34.9K - $38.5K
|
12.6K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
399+ 1.39% |
$34.1K - $37.6K
|
29.1K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
397+ 1.34% |
$34K - $37.5K
|
30.1K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
394+ 3.3% |
$33.7K - $37.2K
|
12.3K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
393+ 0.35% |
$33.6K - $37.1K
|
111K
$9.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
389+ 1.64% |
$33.3K - $36.7K
|
24.1K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
386+ 42.23% |
$33K - $36.4K
|
1.3K
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
357+ 0.06% |
$30.5K - $33.7K
|
618K
$54.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
355+ 2.91% |
$30.4K - $33.5K
|
12.6K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
353+ 4.48% |
$30.2K - $33.3K
|
8.23K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
350+ 1.56% |
$29.9K - $33K
|
22.7K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
350+ 8.22% |
$29.9K - $33K
|
4.61K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
343+ 11.99% |
$29.3K - $32.4K
|
3.2K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
343+ 35.25% |
$29.3K - $32.4K
|
1.32K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
342+ 9.53% |
$29.3K - $32.3K
|
3.93K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
342+ 7.32% |
$29.3K - $32.3K
|
5.02K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
335+ 1.68% |
$28.7K - $31.6K
|
20.3K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
332+ 3.5% |
$28.4K - $31.3K
|
9.81K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
319+ 12.17% |
$27.3K - $30.1K
|
2.94K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
317+ 0.81% |
$27.1K - $29.9K
|
39.5K
$3.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
316+ 2.47% |
$27K - $29.8K
|
13.1K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
316+ 3.15% |
$27K - $29.8K
|
10.3K
$913K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
311+ 1.28% |
$26.6K - $29.3K
|
24.6K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
310+ 0.45% |
$26.5K - $29.2K
|
69.3K
$6.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
306+ 3.3% |
$26.2K - $28.9K
|
9.58K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300+ 9.73% |
$25.7K - $28.3K
|
3.38K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 2.11% |
$25.7K - $28.3K
|
14.5K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
299+ 1.75% |
$25.6K - $28.2K
|
17.4K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
295+ 1.64% |
$25.2K - $27.8K
|
18.3K
$1.62M
|