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 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
23+ 0.32% |
$1.97K - $2.17K
|
7.3K
$678K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
22+ 0.95% |
$1.88K - $2.08K
|
2.35K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21New |
$1.8K - $1.98K
|
21
$1.95K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
21New |
$1.8K - $1.98K
|
21
$1.95K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$1.71K - $1.89K
|
20
$1.86K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
20New |
$1.71K - $1.89K
|
20
$1.86K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.13% |
$1.63K - $1.79K
|
15.1K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19New |
$1.63K - $1.79K
|
19
$1.76K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
19+ 1.99% |
$1.63K - $1.79K
|
975
$90.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18+ 0.08% |
$1.54K - $1.7K
|
22.6K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 7.86% |
$1.54K - $1.7K
|
247
$22.9K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
18+ 0.11% |
$1.54K - $1.7K
|
16.5K
$1.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.5% |
$1.45K - $1.6K
|
3.41K
$317K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17+ 0.48% |
$1.45K - $1.6K
|
3.57K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17New |
$1.45K - $1.6K
|
17
$1.58K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16+ 1.77% |
$1.37K - $1.51K
|
919
$85.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
16+ 0.53% |
$1.37K - $1.51K
|
3.05K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
16+ 0.36% |
$1.37K - $1.51K
|
4.47K
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
15+ 0.18% |
$1.28K - $1.42K
|
8.58K
$797K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
15+ 2.57% |
$1.28K - $1.42K
|
599
$55.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14New |
$1.2K - $1.32K
|
14
$1.3K
|
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
14+ 0.07% |
$1.2K - $1.32K
|
20.2K
$1.88M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
14+ 127.27% |
$1.2K - $1.32K
|
25
$2.32K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.35% |
$1.11K - $1.23K
|
3.69K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.18% |
$856 - $943
|
5.69K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
10+ 1.14% |
$856 - $943
|
887
$82.3K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10+ 0.07% |
$856 - $943
|
14.5K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 0.2% |
$770 - $849
|
4.48K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.39% |
$770 - $849
|
2.33K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.19% |
$770 - $849
|
4.82K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9+ 0.25% |
$770 - $849
|
3.56K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 0.97% |
$684 - $755
|
829
$76.9K
|
|
|
May 15, 2025
Q1 2025
|
Kearns & Associates LLC
|
BUY
|
- |
8+ 0.16% |
$684 - $755
|
5.08K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8+ 0.15% |
$684 - $755
|
5.33K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 0.11% |
$599 - $660
|
6.3K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
6+ 0.25% |
$513 - $566
|
2.39K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 2.47% |
$513 - $566
|
249
$23.1K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6+ 0.12% |
$513 - $566
|
4.98K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$513 - $566
|
6
$557
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.01% |
$513 - $566
|
74.4K
$6.9M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.28% |
$513 - $566
|
2.17K
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$428 - $472
|
4.88K
$453K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.22% |
$428 - $472
|
2.31K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.18% |
$428 - $472
|
2.8K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 0.46% |
$428 - $472
|
1.09K
$102K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.22% |
$428 - $472
|
2.28K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 1.07% |
$428 - $472
|
471
$43.7K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 1.81% |
$428 - $472
|
282
$26.2K
|
|
|
Aug 13, 2025
Q1 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
5+ 0.04% |
$428 - $472
|
11.9K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$342 - $377
|
8.14K
$755K
|