Purchases and Sales Made in Q2 2025 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 6.3% |
$128K - $147K
|
23.9K
$2.2M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 26.81% |
$143K - $164K
|
4.89K
$449K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.83K- 11.05% |
$146K - $167K
|
14.7K
$1.35M
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.86K- 1.66% |
$148K - $170K
|
110K
$10.1M
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.91K- 10.76% |
$152K - $175K
|
15.8K
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.02K- 42.78% |
$161K - $184K
|
2.7K
$248K
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.05K- 33.64% |
$163K - $187K
|
4.03K
$371K
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.06K- 30.34% |
$164K - $188K
|
4.73K
$435K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-2.16K- 3.35% |
$172K - $197K
|
62.2K
$5.71M
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.28K- 4.61% |
$182K - $209K
|
47.2K
$4.34M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 6.25% |
$186K - $213K
|
34.9K
$3.21M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.43K- 1.45% |
$194K - $222K
|
165K
$15.2M
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.5K- 33.33% |
$199K - $229K
|
5K
$459K
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2.63K- 18.5% |
$210K - $241K
|
11.6K
$1.07M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.64K- 5.73% |
$211K - $241K
|
43.4K
$3.99M
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 4.14% |
$218K - $250K
|
63.2K
$5.81M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.74K- 1.76% |
$218K - $250K
|
153K
$14.1M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.97K- 7.22% |
$237K - $271K
|
38.1K
$3.5M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 3.35% |
$250K - $286K
|
90.2K
$8.29M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.19K- 5.97% |
$255K - $292K
|
50.2K
$4.61M
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.24K- 16.0% |
$258K - $296K
|
17K
$1.56M
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.26K- 23.46% |
$260K - $298K
|
10.6K
$977K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3.34K- 11.78% |
$266K - $305K
|
25K
$2.3M
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.4K- 16.62% |
$271K - $311K
|
17K
$1.57M
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.56K- 15.53% |
$284K - $325K
|
19.4K
$1.78M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-3.67K- 5.97% |
$293K - $335K
|
57.7K
$5.3M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.74K- 10.98% |
$298K - $342K
|
30.3K
$2.78M
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.77K- 14.68% |
$301K - $345K
|
21.9K
$2.01M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.79K- 8.53% |
$303K - $347K
|
40.7K
$3.74M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.56K- 26.1% |
$363K - $416K
|
12.9K
$1.18M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.85K- 8.93% |
$387K - $443K
|
49.4K
$4.54M
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.87K- 31.03% |
$389K - $445K
|
10.8K
$994K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.88K- 89.32% |
$390K - $446K
|
584
$53.6K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.13K- 34.95% |
$409K - $469K
|
9.55K
$877K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.16K- 20.41% |
$411K - $471K
|
20.1K
$1.85M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.32K- 14.42% |
$504K - $578K
|
37.5K
$3.44M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 3.99% |
$520K - $596K
|
157K
$14.4M
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.63K- 6.46% |
$529K - $606K
|
96K
$8.82M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.1K- 36.55% |
$566K - $649K
|
12.3K
$1.13M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-7.37K- 34.4% |
$588K - $674K
|
14.1K
$1.29M
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-8.53K- 15.02% |
$681K - $780K
|
48.3K
$4.44M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.61K- 5.21% |
$687K - $787K
|
157K
$14.4M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.72K- 28.33% |
$696K - $797K
|
22.1K
$2.03M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.38K- 53.79% |
$748K - $857K
|
8.05K
$740K
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-9.95K- 31.47% |
$794K - $909K
|
21.7K
$1.99M
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-10K- 64.93% |
$800K - $916K
|
5.41K
$497K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.2K- 2.85% |
$810K - $928K
|
346K
$31.7M
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-12K- 5.62% |
$958K - $1.1M
|
202K
$18.5M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13K- 22.18% |
$1.04M - $1.19M
|
45.7K
$4.2M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 9.75% |
$1.16M - $1.33M
|
135K
$12.4M
|