Purchases and Sales Made in Q3 2025 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
566K+ 6.44% |
$50M - $52.7M
|
9.34M
$835M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
385KNew |
$34M - $35.9M
|
385K
$34.4M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
148K+ 918.85% |
$13.1M - $13.8M
|
164K
$14.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
113KNew |
$9.96M - $10.5M
|
113K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
109K+ 5.8% |
$9.63M - $10.2M
|
1.99M
$177M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
88.7K+ 6.43% |
$7.84M - $8.27M
|
1.47M
$131M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
60.9K+ 86.51% |
$5.39M - $5.68M
|
131K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
48.1KNew |
$4.26M - $4.48M
|
48.1K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
46.9K+ 212.71% |
$4.15M - $4.38M
|
69K
$6.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
44.3K+ 39.32% |
$3.92M - $4.13M
|
157K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
40.6K+ 9.15% |
$3.59M - $3.79M
|
484K
$43.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
38.1K+ 142.09% |
$3.37M - $3.55M
|
64.9K
$5.79M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
38K+ 111.93% |
$3.36M - $3.54M
|
72K
$6.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
36.6K+ 2.89% |
$3.24M - $3.42M
|
1.3M
$116M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
34.6K+ 10.23% |
$3.06M - $3.23M
|
373K
$33.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
30.4K+ 19.78% |
$2.69M - $2.83M
|
184K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30K+ 6.51% |
$2.66M - $2.8M
|
491K
$43.9M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
25.7K+ 246.76% |
$2.27M - $2.39M
|
36.1K
$3.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
25.6K+ 270.89% |
$2.27M - $2.39M
|
35.1K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
25K+ 783.7% |
$2.21M - $2.33M
|
28.2K
$2.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
21.7K+ 5.01% |
$1.92M - $2.02M
|
454K
$40.6M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20.6K+ 815.43% |
$1.82M - $1.92M
|
23.1K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
20.3K+ 159.0% |
$1.8M - $1.89M
|
33.1K
$2.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
20.3K+ 28.11% |
$1.79M - $1.89M
|
92.3K
$8.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20.1K+ 228.3% |
$1.78M - $1.87M
|
28.9K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20K+ 39.69% |
$1.77M - $1.86M
|
70.4K
$6.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.3K+ 6.76% |
$1.71M - $1.8M
|
305K
$27.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.4K+ 31.85% |
$1.63M - $1.71M
|
76.1K
$6.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
17.6K+ 4.63% |
$1.56M - $1.64M
|
397K
$35.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
16K+ 39.17% |
$1.41M - $1.49M
|
56.8K
$5.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
15.9K+ 294.59% |
$1.41M - $1.49M
|
21.4K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
15.9KNew |
$1.41M - $1.49M
|
15.9K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
15.5K+ 2.6% |
$1.37M - $1.45M
|
612K
$54.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 14.93% |
$1.36M - $1.44M
|
119K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
15.4K+ 67.22% |
$1.36M - $1.44M
|
38.3K
$3.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
14.8K+ 6.42% |
$1.31M - $1.38M
|
246K
$21.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
14.1K+ 5.47% |
$1.25M - $1.32M
|
272K
$24.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14K+ 6.92% |
$1.24M - $1.3M
|
216K
$19.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13.9K+ 2.45% |
$1.23M - $1.3M
|
583K
$52.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.6K+ 24.9% |
$1.21M - $1.27M
|
68.4K
$6.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.4K+ 56.38% |
$1.19M - $1.25M
|
37.2K
$3.32M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 1.8% |
$1.17M - $1.23M
|
746K
$66.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
12.8K+ 27.1% |
$1.13M - $1.19M
|
59.8K
$5.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.4K+ 3.44% |
$1.1M - $1.16M
|
373K
$33.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$1.08M - $1.14M
|
12.2K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12.2K+ 13.39% |
$1.07M - $1.13M
|
103K
$9.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
12K+ 4.78% |
$1.06M - $1.12M
|
262K
$23.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11.7K+ 13.18% |
$1.04M - $1.09M
|
101K
$9M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11.6K+ 40.14% |
$1.02M - $1.08M
|
40.4K
$3.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
11.4K+ 33.23% |
$1.01M - $1.06M
|
45.7K
$4.09M
|