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 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-227- 3.71% |
$19.4K - $21.4K
|
5.89K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-232- 6.7% |
$19.8K - $21.9K
|
3.23K
$289K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-233- 4.57% |
$19.9K - $22K
|
4.86K
$435K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-234- 2.76% |
$20K - $22.1K
|
8.24K
$738K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-235- 2.0% |
$20.1K - $22.2K
|
11.5K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-238- 0.27% |
$20.4K - $22.5K
|
88.5K
$7.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-240- 6.15% |
$20.5K - $22.6K
|
3.66K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-240- 1.66% |
$20.5K - $22.6K
|
14.2K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-245- 6.58% |
$21K - $23.1K
|
3.48K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-247- 2.07% |
$21.1K - $23.3K
|
11.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 3.09% |
$21.4K - $23.6K
|
7.84K
$701K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-251- 7.3% |
$21.5K - $23.7K
|
3.19K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-251- 7.66% |
$21.5K - $23.7K
|
3.02K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-253- 1.58% |
$21.6K - $23.9K
|
15.7K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-253- 97.31% |
$21.6K - $23.9K
|
7
$627
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-256- 0.18% |
$21.9K - $24.2K
|
145K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-257- 0.7% |
$22K - $24.2K
|
36.4K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-259- 2.2% |
$22.2K - $24.4K
|
11.5K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-264- 0.34% |
$22.6K - $24.9K
|
78.5K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-266- 0.83% |
$22.8K - $25.1K
|
31.7K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-269- 77.08% |
$23K - $25.4K
|
80
$7.16K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-269- 6.5% |
$23K - $25.4K
|
3.87K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-270- 1.58% |
$23.1K - $25.5K
|
16.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-274- 16.04% |
$23.4K - $25.8K
|
1.43K
$128K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-275- 1.6% |
$23.5K - $25.9K
|
16.9K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.43% |
$23.7K - $26.1K
|
4.03K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-282- 3.6% |
$24.1K - $26.6K
|
7.54K
$675K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-288- 2.09% |
$24.6K - $27.2K
|
13.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-290- 2.37% |
$24.8K - $27.4K
|
11.9K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-294- 1.15% |
$25.2K - $27.7K
|
25.3K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-296- 50.43% |
$25.3K - $27.9K
|
291
$26.1K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-296- 16.21% |
$25.3K - $27.9K
|
1.53K
$137K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-297- 29.79% |
$25.4K - $28K
|
700
$62.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-301- 9.44% |
$25.8K - $28.4K
|
2.89K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-301- 3.87% |
$25.8K - $28.4K
|
7.48K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-302- 7.11% |
$25.8K - $28.5K
|
3.94K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-305- 3.89% |
$26.1K - $28.8K
|
7.54K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-306- 0.72% |
$26.2K - $28.9K
|
42.2K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-307- 10.87% |
$26.3K - $29K
|
2.52K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-314- 50.97% |
$26.9K - $29.6K
|
302
$27K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-314- 3.67% |
$26.9K - $29.6K
|
8.24K
$737K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-314- 7.67% |
$26.9K - $29.6K
|
3.78K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-317- 6.09% |
$27.1K - $29.9K
|
4.89K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-319- 2.43% |
$27.3K - $30.1K
|
12.8K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-322- 17.48% |
$27.5K - $30.4K
|
1.52K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-327- 4.92% |
$28K - $30.8K
|
6.31K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-330- 1.68% |
$28.2K - $31.1K
|
19.3K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-331- 0.19% |
$28.3K - $31.2K
|
175K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-337- 49.93% |
$28.8K - $31.8K
|
338
$30.3K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-337- 1.24% |
$28.8K - $31.8K
|
26.9K
$2.41M
|