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 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-110- 2.08% |
$9.41K - $10.4K
|
5.18K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-111- 2.07% |
$9.5K - $10.5K
|
5.24K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-112- 0.7% |
$9.58K - $10.6K
|
15.8K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-114- 3.81% |
$9.75K - $10.8K
|
2.88K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-118- 0.21% |
$10.1K - $11.1K
|
56.6K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-120- 2.83% |
$10.3K - $11.3K
|
4.13K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-121- 0.49% |
$10.4K - $11.4K
|
24.5K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-124- 2.75% |
$10.6K - $11.7K
|
4.38K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-126- 4.21% |
$10.8K - $11.9K
|
2.87K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-128- 64.32% |
$11K - $12.1K
|
71
$6.59K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-128- 1.85% |
$11K - $12.1K
|
6.79K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-131- 5.18% |
$11.2K - $12.4K
|
2.4K
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-132- 4.79% |
$11.3K - $12.5K
|
2.63K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-132- 2.68% |
$11.3K - $12.5K
|
4.8K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-132- 3.01% |
$11.3K - $12.5K
|
4.25K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-133- 2.88% |
$11.4K - $12.5K
|
4.49K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-134- 5.63% |
$11.5K - $12.6K
|
2.25K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-136- 8.25% |
$11.6K - $12.8K
|
1.51K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-139- 3.47% |
$11.9K - $13.1K
|
3.86K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-141- 2.96% |
$12.1K - $13.3K
|
4.62K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-144- 1.13% |
$12.3K - $13.6K
|
12.6K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-146- 2.85% |
$12.5K - $13.8K
|
4.97K
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-148- 2.05% |
$12.7K - $14K
|
7.06K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-148- 2.11% |
$12.7K - $14K
|
6.87K
$637K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 6.22% |
$12.8K - $14.2K
|
2.26K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-150- 0.15% |
$12.8K - $14.2K
|
101K
$9.42M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-150- 5.34% |
$12.8K - $14.2K
|
2.66K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-151- 4.78% |
$12.9K - $14.2K
|
3.01K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-153- 1.05% |
$13.1K - $14.4K
|
14.4K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-153- 3.3% |
$13.1K - $14.4K
|
4.49K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-154- 6.26% |
$13.2K - $14.5K
|
2.31K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-156- 4.16% |
$13.3K - $14.7K
|
3.59K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-161- 5.3% |
$13.8K - $15.2K
|
2.88K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-165- 37.5% |
$14.1K - $15.6K
|
275
$25.5K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-170- 6.91% |
$14.5K - $16K
|
2.29K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-170- 3.05% |
$14.5K - $16K
|
5.41K
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-174- 1.43% |
$14.9K - $16.4K
|
12K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-177- 84.69% |
$15.1K - $16.7K
|
32
$2.97K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-178- 0.63% |
$15.2K - $16.8K
|
28K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-178- 1.91% |
$15.2K - $16.8K
|
9.12K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-182- 1.82% |
$15.6K - $17.2K
|
9.79K
$909K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-186- 2.67% |
$15.9K - $17.5K
|
6.79K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-190- 1.79% |
$16.3K - $17.9K
|
10.4K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-194- 3.75% |
$16.6K - $18.3K
|
4.98K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-195- 2.52% |
$16.7K - $18.4K
|
7.54K
$700K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-199- 4.48% |
$17K - $18.8K
|
4.24K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-199- 6.54% |
$17K - $18.8K
|
2.84K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 8.15% |
$17.1K - $18.9K
|
2.26K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-204- 6.2% |
$17.5K - $19.2K
|
3.09K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-208- 94.55% |
$17.8K - $19.6K
|
12
$1.11K
|