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 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
923+ 32.77% |
$79K - $87.1K
|
3.74K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
920+ 12.42% |
$78.7K - $86.8K
|
8.33K
$765K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
919+ 69.67% |
$78.6K - $86.7K
|
2.24K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
916+ 21.29% |
$78.4K - $86.4K
|
5.22K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
887+ 4.45% |
$75.9K - $83.7K
|
20.8K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
880+ 10.31% |
$75.3K - $83K
|
9.42K
$865K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
864+ 1.92% |
$73.9K - $81.5K
|
45.8K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
BUY
|
- |
863+ 1.04% |
$73.8K - $81.4K
|
83.6K
$7.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
851+ 6.79% |
$72.8K - $80.3K
|
13.4K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
848+ 27.44% |
$72.5K - $80K
|
3.94K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
846+ 1.13% |
$72.4K - $79.8K
|
75.5K
$6.94M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
815+ 42.6% |
$69.7K - $76.9K
|
2.73K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
810+ 9.0% |
$69.3K - $76.4K
|
9.81K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
803New |
$68.7K - $75.8K
|
803
$73.8K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
801+ 16.47% |
$68.5K - $75.6K
|
5.66K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
798+ 9.37% |
$68.3K - $75.3K
|
9.31K
$855K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
794+ 33.5% |
$67.9K - $74.9K
|
3.16K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
782+ 0.78% |
$66.9K - $73.8K
|
101K
$9.23M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
774+ 9.77% |
$66.2K - $73K
|
8.69K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
772+ 0.99% |
$66K - $72.8K
|
78.7K
$7.23M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
767+ 11.27% |
$65.6K - $72.4K
|
7.57K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
765+ 4.36% |
$65.4K - $72.2K
|
18.3K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
765+ 9.05% |
$65.4K - $72.2K
|
9.22K
$847K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
762+ 0.3% |
$65.2K - $71.9K
|
251K
$23M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
761+ 5.92% |
$65.1K - $71.8K
|
13.6K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
755+ 7.34% |
$64.6K - $71.2K
|
11K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
739+ 6.2% |
$63.2K - $69.7K
|
12.7K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
738+ 3.86% |
$63.1K - $69.6K
|
19.8K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
733+ 122.17% |
$62.7K - $69.2K
|
1.33K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
731New |
$62.5K - $69K
|
731
$67.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
714+ 5.56% |
$61.1K - $67.4K
|
13.5K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
704+ 2.11% |
$60.2K - $66.4K
|
34K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
697+ 11.28% |
$59.6K - $65.8K
|
6.88K
$632K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
697+ 11.94% |
$59.6K - $65.8K
|
6.54K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 27.6% |
$59K - $65.1K
|
3.19K
$293K
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
684+ 0.81% |
$58.5K - $64.5K
|
85.5K
$7.85M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
675+ 2.18% |
$57.7K - $63.7K
|
31.7K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
673+ 2.74% |
$57.6K - $63.5K
|
25.2K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
667+ 2.52% |
$57.1K - $62.9K
|
27.1K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
666+ 0.87% |
$57K - $62.8K
|
76.9K
$7.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
661+ 2.73% |
$56.5K - $62.4K
|
24.9K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
661+ 7.65% |
$56.5K - $62.4K
|
9.3K
$854K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
660+ 24.48% |
$56.5K - $62.3K
|
3.36K
$308K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
660+ 4.19% |
$56.5K - $62.3K
|
16.4K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
659+ 2.56% |
$56.4K - $62.2K
|
26.4K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
635+ 14.09% |
$54.3K - $59.9K
|
5.14K
$472K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
630New |
$53.9K - $59.4K
|
630
$57.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
623+ 19.27% |
$53.3K - $58.8K
|
3.86K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
615+ 1.58% |
$52.6K - $58K
|
39.6K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
607+ 14.28% |
$51.9K - $57.3K
|
4.86K
$446K
|