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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.23K- 5.97% |
$109K - $115K
|
19.4K
$1.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.26K- 26.29% |
$111K - $117K
|
3.53K
$315K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.28K- 36.57% |
$113K - $119K
|
2.21K
$198K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.3K- 4.04% |
$115K - $122K
|
31K
$2.77M
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1.34K- 1.69% |
$119K - $125K
|
77.8K
$6.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.35K- 7.46% |
$119K - $126K
|
16.8K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.36K- 29.17% |
$121K - $127K
|
3.31K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.38K- 9.03% |
$122K - $129K
|
13.9K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.5K- 2.96% |
$133K - $140K
|
49.2K
$4.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.52K- 5.01% |
$134K - $141K
|
28.7K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 1.14% |
$135K - $143K
|
133K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.55K- 16.22% |
$137K - $144K
|
8K
$715K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.56K- 10.75% |
$138K - $145K
|
12.9K
$1.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.56K- 3.58% |
$138K - $145K
|
41.9K
$3.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.57K- 11.28% |
$139K - $146K
|
12.3K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.64K- 5.75% |
$145K - $153K
|
26.9K
$2.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.64K- 5.7% |
$145K - $153K
|
27.1K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.64K- 30.25% |
$145K - $153K
|
3.79K
$339K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.66K- 3.72% |
$147K - $155K
|
43K
$3.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.68K- 3.66% |
$149K - $157K
|
44.2K
$3.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.7K- 2.91% |
$150K - $158K
|
56.6K
$5.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 9.16% |
$153K - $161K
|
17.2K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 10.92% |
$153K - $161K
|
14.1K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 3.92% |
$155K - $163K
|
42.8K
$3.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.82K- 9.32% |
$161K - $170K
|
17.7K
$1.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.83K- 8.75% |
$162K - $170K
|
19.1K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 18.26% |
$163K - $172K
|
8.24K
$736K
|
|
|
Oct 15, 2025
Q3 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.84K- 7.19% |
$163K - $172K
|
23.7K
$2.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.94K- 45.16% |
$172K - $181K
|
2.36K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.95K- 8.13% |
$172K - $182K
|
22K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.98K- 23.2% |
$175K - $185K
|
6.55K
$585K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.04K- 83.65% |
$181K - $190K
|
399
$35.6K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-2.05K- 8.94% |
$181K - $191K
|
20.9K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.06K- 33.05% |
$182K - $192K
|
4.18K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.09K- 5.39% |
$185K - $195K
|
36.7K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.11K- 5.43% |
$186K - $196K
|
36.7K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 3.43% |
$192K - $202K
|
61.1K
$5.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.18K- 16.55% |
$192K - $203K
|
11K
$980K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.21K- 9.63% |
$196K - $206K
|
20.8K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.26K- 49.51% |
$200K - $210K
|
2.3K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.35K- 31.96% |
$208K - $219K
|
5K
$446K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.36K- 21.94% |
$209K - $220K
|
8.4K
$751K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-2.42K- 8.75% |
$214K - $226K
|
25.3K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.59K- 43.85% |
$229K - $242K
|
3.32K
$297K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.61K- 8.98% |
$231K - $243K
|
26.4K
$2.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.69K- 6.06% |
$238K - $251K
|
41.7K
$3.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-2.73K- 22.01% |
$241K - $254K
|
9.66K
$863K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.83K- 2.87% |
$251K - $264K
|
96K
$8.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
SELL
|
- |
-2.86K- 9.38% |
$253K - $267K
|
27.7K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
SELL
|
- |
-3.03K- 40.94% |
$268K - $283K
|
4.37K
$391K
|