Purchases and Sales Made in Q1 2025 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
236+ 1.58% |
$20.2K - $22.3K
|
15.2K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
232New |
$19.8K - $21.9K
|
232
$20.8K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
231+ 0.27% |
$19.8K - $21.8K
|
86.3K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
228+ 6.64% |
$19.5K - $21.5K
|
3.66K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
225+ 1.61% |
$19.2K - $21.2K
|
14.2K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
223+ 9.07% |
$19.1K - $21K
|
2.68K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
217+ 4.52% |
$18.6K - $20.5K
|
5.02K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
215+ 1.12% |
$18.4K - $20.3K
|
19.3K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
214+ 0.47% |
$18.3K - $20.2K
|
46K
$4.12M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
214+ 0.65% |
$18.3K - $20.2K
|
33K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
211New |
$18.1K - $19.9K
|
211
$18.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
211+ 45.47% |
$18.1K - $19.9K
|
675
$60.4K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
205+ 1.71% |
$17.5K - $19.3K
|
12.2K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
203+ 1.25% |
$17.4K - $19.2K
|
16.5K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$17.1K - $18.9K
|
200
$17.9K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200+ 6.83% |
$17.1K - $18.9K
|
3.13K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
184+ 0.1% |
$15.7K - $17.4K
|
180K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
184+ 5.12% |
$15.7K - $17.4K
|
3.78K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
182+ 4.77% |
$15.6K - $17.2K
|
4K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
182New |
$15.6K - $17.2K
|
182
$16.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
181+ 5.8% |
$15.5K - $17.1K
|
3.3K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
177+ 0.66% |
$15.1K - $16.7K
|
27.1K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
175New |
$15K - $16.5K
|
175
$15.7K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
175New |
$15K - $16.5K
|
175
$15.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
173+ 3.61% |
$14.8K - $16.3K
|
4.96K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
169+ 4.1% |
$14.5K - $15.9K
|
4.29K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
169+ 5.44% |
$14.5K - $15.9K
|
3.28K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
167+ 0.71% |
$14.3K - $15.8K
|
23.8K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
166+ 1.6% |
$14.2K - $15.7K
|
10.5K
$942K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
166+ 3.64% |
$14.2K - $15.7K
|
4.72K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
166+ 7.36% |
$14.2K - $15.7K
|
2.42K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
165+ 3.57% |
$14.1K - $15.6K
|
4.79K
$429K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
164+ 2.28% |
$14K - $15.5K
|
7.36K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
163+ 3.75% |
$13.9K - $15.4K
|
4.51K
$404K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
162+ 3.81% |
$13.9K - $15.3K
|
4.42K
$395K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
160New |
$13.7K - $15.1K
|
160
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
154+ 0.26% |
$13.2K - $14.5K
|
58.8K
$5.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
154+ 0.68% |
$13.2K - $14.5K
|
22.9K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
154+ 3.27% |
$13.2K - $14.5K
|
4.87K
$436K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
152+ 0.44% |
$13K - $14.3K
|
34.9K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
151+ 1.34% |
$12.9K - $14.2K
|
11.4K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
149+ 1.41% |
$12.7K - $14.1K
|
10.7K
$961K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
149+ 0.53% |
$12.7K - $14.1K
|
28.4K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
141+ 5.32% |
$12.1K - $13.3K
|
2.79K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$12K - $13.2K
|
140
$12.5K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
139+ 1.03% |
$11.9K - $13.1K
|
13.6K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
139+ 0.05% |
$11.9K - $13.1K
|
260K
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
136New |
$11.6K - $12.8K
|
136
$12.2K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
133+ 2.65% |
$11.4K - $12.5K
|
5.15K
$461K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
132+ 4.68% |
$11.3K - $12.5K
|
2.95K
$264K
|