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
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
50+ 0.25% |
$4.42K - $4.66K
|
20.3K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
48+ 0.62% |
$4.25K - $4.48K
|
7.8K
$697K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
46New |
$4.07K - $4.29K
|
46
$4.11K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
46+ 1.63% |
$4.07K - $4.29K
|
2.87K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
45+ 0.87% |
$3.98K - $4.2K
|
5.24K
$468K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
44+ 0.52% |
$3.89K - $4.1K
|
8.45K
$754K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
44+ 0.96% |
$3.89K - $4.1K
|
4.64K
$415K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
42+ 0.89% |
$3.72K - $3.92K
|
4.74K
$424K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
37+ 0.88% |
$3.27K - $3.45K
|
4.24K
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
36New |
$3.18K - $3.36K
|
36
$3.22K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
35+ 0.58% |
$3.1K - $3.26K
|
6.07K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
34+ 1.5% |
$3.01K - $3.17K
|
2.3K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 0.31% |
$2.57K - $2.7K
|
9.29K
$830K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
28New |
$2.48K - $2.61K
|
28
$2.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
28+ 0.38% |
$2.48K - $2.61K
|
7.43K
$664K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
28+ 0.49% |
$2.48K - $2.61K
|
5.69K
$508K
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
27+ 0.81% |
$2.39K - $2.52K
|
3.36K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
26+ 0.52% |
$2.3K - $2.42K
|
5.02K
$448K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 1.18% |
$2.3K - $2.42K
|
2.23K
$199K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
25+ 0.2% |
$2.21K - $2.33K
|
12.7K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.59% |
$2.21K - $2.33K
|
4.29K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25+ 0.97% |
$2.21K - $2.33K
|
2.62K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
25+ 0.11% |
$2.21K - $2.33K
|
23.5K
$2.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
24+ 0.84% |
$2.12K - $2.24K
|
2.89K
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 0.25% |
$2.03K - $2.14K
|
9.22K
$824K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23+ 0.92% |
$2.03K - $2.14K
|
2.53K
$226K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22+ 0.14% |
$1.95K - $2.05K
|
15.3K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
22+ 0.79% |
$1.95K - $2.05K
|
2.8K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
21+ 0.69% |
$1.86K - $1.96K
|
3.07K
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.07% |
$1.86K - $1.96K
|
31.5K
$2.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.67% |
$1.68K - $1.77K
|
2.86K
$256K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19+ 0.64% |
$1.68K - $1.77K
|
2.99K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.67% |
$1.68K - $1.77K
|
2.88K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
19+ 0.86% |
$1.68K - $1.77K
|
2.23K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.25% |
$1.59K - $1.68K
|
7.34K
$656K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17+ 0.6% |
$1.5K - $1.59K
|
2.86K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
16+ 0.08% |
$1.42K - $1.49K
|
21.3K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 2.39% |
$1.42K - $1.49K
|
685
$61.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15+ 0.21% |
$1.33K - $1.4K
|
7.31K
$653K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.45% |
$1.33K - $1.4K
|
3.36K
$300K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
14+ 0.15% |
$1.24K - $1.31K
|
9.23K
$825K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
14+ 0.08% |
$1.24K - $1.31K
|
18.1K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
13+ 0.06% |
$1.15K - $1.21K
|
20.3K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
13+ 0.11% |
$1.15K - $1.21K
|
12K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
13+ 0.44% |
$1.15K - $1.21K
|
2.95K
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13+ 0.48% |
$1.15K - $1.21K
|
2.74K
$245K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12+ 0.03% |
$1.06K - $1.12K
|
44.3K
$3.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 3.1% |
$973 - $1.03K
|
366
$32.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10+ 0.07% |
$885 - $932
|
14.6K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
10+ 0.66% |
$885 - $932
|
1.52K
$136K
|