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 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-609- 0.74% |
$48.6K - $55.7K
|
81.9K
$7.53M
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-615- 15.0% |
$49.1K - $56.2K
|
3.49K
$320K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-626- 4.65% |
$49.9K - $57.2K
|
12.8K
$1.18M
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-631- 10.37% |
$50.3K - $57.7K
|
5.46K
$501K
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-635- 13.27% |
$50.7K - $58.1K
|
4.15K
$381K
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-661- 5.03% |
$52.7K - $60.4K
|
12.5K
$1.15M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-702- 1.9% |
$56K - $64.2K
|
36.2K
$3.33M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-717- 23.1% |
$57.2K - $65.5K
|
2.39K
$219K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-737- 7.23% |
$58.8K - $67.4K
|
9.46K
$869K
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-750- 3.49% |
$59.8K - $68.6K
|
20.7K
$1.91M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-750- 1.91% |
$59.8K - $68.6K
|
38.6K
$3.54M
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-773- 8.07% |
$61.7K - $70.7K
|
8.81K
$809K
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-790- 14.29% |
$63K - $72.2K
|
4.74K
$435K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-802- 34.69% |
$64K - $73.3K
|
1.51K
$139K
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-806- 3.0% |
$64.3K - $73.7K
|
26.1K
$2.4M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-806- 3.39% |
$64.3K - $73.7K
|
23K
$2.11M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-823- 87.55% |
$65.7K - $75.2K
|
117
$10.7K
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-826- 17.59% |
$65.9K - $75.5K
|
3.87K
$355K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-831- 1.08% |
$66.3K - $76K
|
76.4K
$7.02M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-843- 4.67% |
$67.3K - $77.1K
|
17.2K
$1.58M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-851- 25.48% |
$67.9K - $77.8K
|
2.49K
$229K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-853- 13.83% |
$68.1K - $78K
|
5.31K
$488K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-866- 3.79% |
$69.1K - $79.2K
|
22K
$2.02M
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-876- 0.63% |
$69.9K - $80.1K
|
139K
$12.8M
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-939- 24.83% |
$74.9K - $85.8K
|
2.84K
$261K
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-941- 10.1% |
$75.1K - $86K
|
8.37K
$769K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-983- 7.28% |
$78.4K - $89.9K
|
12.5K
$1.15M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1K- 13.13% |
$79.8K - $91.4K
|
6.62K
$608K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.01K- 16.78% |
$80.4K - $92.2K
|
5K
$459K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.02K- 13.25% |
$81.7K - $93.6K
|
6.71K
$616K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.04K- 9.5% |
$83.2K - $95.4K
|
9.93K
$912K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.09K- 24.57% |
$86.6K - $99.2K
|
3.33K
$306K
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.1K- 27.96% |
$87.7K - $100K
|
2.83K
$260K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 3.94% |
$91.5K - $105K
|
27.9K
$2.57M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.15K- 98.88% |
$91.8K - $105K
|
13
$1.19K
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.16K- 1.68% |
$92.2K - $106K
|
67.6K
$6.21M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.17K- 31.49% |
$93.1K - $107K
|
2.54K
$233K
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-1.2K- 16.09% |
$95.7K - $110K
|
6.26K
$575K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.22K- 5.44% |
$97.7K - $112K
|
21.3K
$1.95M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 4.64% |
$100K - $115K
|
25.8K
$2.37M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 13.18% |
$105K - $120K
|
8.69K
$798K
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.34K- 4.57% |
$107K - $123K
|
28K
$2.58M
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.37K- 5.06% |
$109K - $125K
|
25.6K
$2.35M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.38K- 11.27% |
$110K - $126K
|
10.9K
$1M
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.41K- 10.11% |
$112K - $129K
|
12.5K
$1.15M
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.45K- 13.13% |
$116K - $132K
|
9.58K
$880K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.45K- 5.28% |
$116K - $133K
|
26K
$2.39M
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.49K- 19.19% |
$119K - $136K
|
6.27K
$576K
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.53K- 5.65% |
$122K - $140K
|
25.6K
$2.35M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.55K- 31.71% |
$124K - $142K
|
3.34K
$307K
|