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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 18.32% |
$5.05K - $5.57K
|
263
$23.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-62- 0.29% |
$5.3K - $5.85K
|
21.1K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-63- 2.35% |
$5.39K - $5.94K
|
2.61K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-64- 0.85% |
$5.48K - $6.04K
|
7.43K
$665K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-65- 1.8% |
$5.56K - $6.13K
|
3.55K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-66- 1.3% |
$5.65K - $6.23K
|
5K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-66- 0.8% |
$5.65K - $6.23K
|
8.21K
$735K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 2.19% |
$5.82K - $6.42K
|
3.03K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-72- 0.3% |
$6.16K - $6.79K
|
24K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-73- 0.04% |
$6.25K - $6.89K
|
189K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-73- 13.2% |
$6.25K - $6.89K
|
480
$43K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-74- 0.81% |
$6.33K - $6.98K
|
9.01K
$807K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-75- 3.6% |
$6.42K - $7.08K
|
2.01K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-79- 6.55% |
$6.76K - $7.45K
|
1.13K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-82- 2.0% |
$7.02K - $7.74K
|
4.01K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-82- 1.8% |
$7.02K - $7.74K
|
4.47K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-83- 1.73% |
$7.1K - $7.83K
|
4.71K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-84- 1.99% |
$7.19K - $7.92K
|
4.14K
$370K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-85- 1.49% |
$7.27K - $8.02K
|
5.61K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-88- 12.09% |
$7.53K - $8.3K
|
640
$57.3K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-92- 2.63% |
$7.87K - $8.68K
|
3.41K
$305K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-94- 2.07% |
$8.04K - $8.87K
|
4.45K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-95- 2.38% |
$8.13K - $8.96K
|
3.89K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-96- 2.63% |
$8.21K - $9.06K
|
3.55K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-99- 3.56% |
$8.47K - $9.34K
|
2.68K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-100- 2.81% |
$8.56K - $9.43K
|
3.46K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-100- 1.83% |
$8.56K - $9.43K
|
5.38K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-100- 1.73% |
$8.56K - $9.43K
|
5.67K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 3.96% |
$8.56K - $9.43K
|
2.42K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.72% |
$8.56K - $9.43K
|
5.71K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-100- 11.29% |
$8.56K - $9.43K
|
786
$70.4K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 8.24% |
$8.56K - $9.43K
|
1.11K
$99.7K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-101- 1.45% |
$8.64K - $9.53K
|
6.84K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-102- 3.0% |
$8.73K - $9.62K
|
3.29K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-102- 1.95% |
$8.73K - $9.62K
|
5.14K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-103- 3.31% |
$8.81K - $9.72K
|
3.01K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-104- 8.49% |
$8.9K - $9.81K
|
1.12K
$100K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-105- 4.29% |
$8.98K - $9.91K
|
2.35K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-108- 0.83% |
$9.24K - $10.2K
|
12.8K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-109- 3.04% |
$9.32K - $10.3K
|
3.48K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-109- 1.39% |
$9.32K - $10.3K
|
7.73K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-110- 2.08% |
$9.41K - $10.4K
|
5.18K
$464K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-111- 2.07% |
$9.5K - $10.5K
|
5.24K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-112- 0.7% |
$9.58K - $10.6K
|
15.8K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-114- 3.81% |
$9.75K - $10.8K
|
2.88K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-118- 0.21% |
$10.1K - $11.1K
|
56.6K
$5.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-120- 2.83% |
$10.3K - $11.3K
|
4.13K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-121- 0.49% |
$10.4K - $11.4K
|
24.5K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-124- 2.75% |
$10.6K - $11.7K
|
4.38K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-126- 4.21% |
$10.8K - $11.9K
|
2.87K
$257K
|