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 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
162+ 5.7% |
$14.3K - $15.1K
|
3.01K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
162+ 4.65% |
$14.3K - $15.1K
|
3.65K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
158+ 0.64% |
$14K - $14.7K
|
24.7K
$2.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
157+ 1.87% |
$13.9K - $14.6K
|
8.55K
$764K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
155+ 5.28% |
$13.7K - $14.5K
|
3.09K
$276K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
155+ 0.97% |
$13.7K - $14.5K
|
16.1K
$1.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
151+ 2.25% |
$13.4K - $14.1K
|
6.87K
$614K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
147+ 3.86% |
$13K - $13.7K
|
3.96K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
146+ 3.13% |
$12.9K - $13.6K
|
4.81K
$430K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
146+ 0.56% |
$12.9K - $13.6K
|
26.3K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
142+ 2.91% |
$12.6K - $13.2K
|
5.03K
$449K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
140+ 1.0% |
$12.4K - $13.1K
|
14.2K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
136+ 5.88% |
$12K - $12.7K
|
2.45K
$219K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
133+ 2.11% |
$11.8K - $12.4K
|
6.44K
$575K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
130+ 1.01% |
$11.5K - $12.1K
|
13K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
120+ 4.73% |
$10.6K - $11.2K
|
2.66K
$238K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
119+ 0.56% |
$10.5K - $11.1K
|
21.4K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119+ 0.47% |
$10.5K - $11.1K
|
25.6K
$2.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
116+ 4.71% |
$10.3K - $10.8K
|
2.58K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
115+ 3.34% |
$10.2K - $10.7K
|
3.55K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
114+ 1.45% |
$10.1K - $10.6K
|
7.99K
$713K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
110+ 0.48% |
$9.73K - $10.3K
|
23K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
105+ 0.28% |
$9.29K - $9.79K
|
37.1K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
103+ 1.2% |
$9.11K - $9.6K
|
8.69K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
100+ 909.09% |
$8.85K - $9.32K
|
111
$9.92K
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100+ 4.2% |
$8.85K - $9.32K
|
2.48K
$222K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
99+ 0.69% |
$8.76K - $9.23K
|
14.4K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
98+ 1.7% |
$8.67K - $9.14K
|
5.87K
$524K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
98+ 3.44% |
$8.67K - $9.14K
|
2.95K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
95+ 0.97% |
$8.4K - $8.86K
|
9.86K
$881K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
87+ 11.11% |
$7.7K - $8.11K
|
870
$77.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
86+ 0.84% |
$7.61K - $8.02K
|
10.3K
$921K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
84+ 0.82% |
$7.43K - $7.83K
|
10.3K
$922K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
83+ 0.52% |
$7.34K - $7.74K
|
16K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
81+ 1.01% |
$7.17K - $7.55K
|
8.08K
$722K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
77+ 2.89% |
$6.81K - $7.18K
|
2.74K
$245K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
75+ 3.31% |
$6.64K - $6.99K
|
2.34K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
72+ 4.32% |
$6.37K - $6.71K
|
1.74K
$155K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.51% |
$6.37K - $6.71K
|
14.1K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
71+ 0.14% |
$6.28K - $6.62K
|
50.3K
$4.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
69New |
$6.1K - $6.43K
|
69
$6.16K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
65+ 2.2% |
$5.75K - $6.06K
|
3.02K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
63+ 0.18% |
$5.57K - $5.87K
|
34.9K
$3.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
58+ 1.91% |
$5.13K - $5.41K
|
3.09K
$276K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
57+ 1.28% |
$5.04K - $5.31K
|
4.53K
$404K
|
|
|
Oct 30, 2025
Q3 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
54+ 1.72% |
$4.78K - $5.03K
|
3.2K
$286K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
54+ 1.97% |
$4.78K - $5.03K
|
2.79K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
51+ 0.74% |
$4.51K - $4.76K
|
6.95K
$621K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50New |
$4.42K - $4.66K
|
50
$4.47K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 6.29% |
$4.42K - $4.66K
|
845
$75.5K
|