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 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-3.06K- 47.3% |
$271K - $286K
|
3.41K
$305K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.11K- 12.05% |
$275K - $290K
|
22.7K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.16K- 41.2% |
$279K - $295K
|
4.51K
$403K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.21K- 39.36% |
$284K - $299K
|
4.95K
$442K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.44K- 6.3% |
$304K - $320K
|
51.1K
$4.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.49K- 32.84% |
$309K - $326K
|
7.14K
$638K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-3.53K- 6.12% |
$313K - $329K
|
54.2K
$4.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.56K- 56.34% |
$315K - $331K
|
2.76K
$246K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.57K- 11.93% |
$316K - $333K
|
26.3K
$2.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.59K- 13.51% |
$317K - $334K
|
23K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.59K- 12.82% |
$317K - $334K
|
24.4K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.8K- 9.61% |
$336K - $354K
|
35.7K
$3.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.92K- 40.0% |
$347K - $366K
|
5.88K
$525K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.07K- 16.84% |
$360K - $379K
|
20.1K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.11K- 3.8% |
$364K - $383K
|
104K
$9.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.31K- 5.14% |
$381K - $402K
|
79.5K
$7.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.35K- 99.95% |
$384K - $405K
|
2
$179
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.39K- 6.93% |
$388K - $409K
|
59K
$5.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.4K- 20.29% |
$389K - $410K
|
17.3K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.49K- 15.93% |
$397K - $419K
|
23.7K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.53K- 4.98% |
$401K - $422K
|
86.5K
$7.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.99K- 28.87% |
$442K - $466K
|
12.3K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.02K- 16.9% |
$444K - $468K
|
24.7K
$2.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-5.22K- 19.02% |
$462K - $487K
|
22.2K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.22K- 20.07% |
$462K - $487K
|
20.8K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.43K- 14.49% |
$481K - $507K
|
32.1K
$2.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.49K- 4.65% |
$485K - $512K
|
112K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-6.09K- 44.94% |
$538K - $567K
|
7.46K
$666K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.75K- 9.46% |
$597K - $629K
|
64.6K
$5.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7K- 46.31% |
$619K - $653K
|
8.12K
$725K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.09K- 2.42% |
$628K - $661K
|
286K
$25.6M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.4K- 22.6% |
$654K - $690K
|
25.3K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-7.77K- 22.19% |
$688K - $725K
|
27.3K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7.98K- 4.17% |
$706K - $744K
|
183K
$16.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.27K- 1.63% |
$731K - $771K
|
499K
$44.6M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-8.51K- 14.06% |
$753K - $793K
|
52K
$4.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.6K- 79.4% |
$760K - $801K
|
2.23K
$199K
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
SELL
|
- |
-8.61K- 32.88% |
$762K - $803K
|
17.6K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.73K- 50.8% |
$773K - $814K
|
8.46K
$756K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.21K- 2.49% |
$814K - $858K
|
360K
$32.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.4K- 0.78% |
$832K - $877K
|
1.2M
$107M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.64K- 5.69% |
$853K - $899K
|
160K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-9.75K- 15.25% |
$863K - $909K
|
54.2K
$4.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-9.8K- 5.57% |
$867K - $914K
|
166K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.3K- 52.72% |
$1M - $1.06M
|
10.2K
$907K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12K- 27.33% |
$1.07M - $1.12M
|
32K
$2.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-13K- 6.65% |
$1.15M - $1.21M
|
182K
$16.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
SELL
|
- |
-13.1K- 30.55% |
$1.16M - $1.22M
|
29.8K
$2.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-13.5K- 17.02% |
$1.2M - $1.26M
|
66K
$5.9M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-14K- 50.94% |
$1.24M - $1.31M
|
13.5K
$1.21M
|