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 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-338- 4.22% |
$28.9K - $31.9K
|
7.68K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-350- 4.26% |
$29.9K - $33K
|
7.86K
$703K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-353- 2.04% |
$30.2K - $33.3K
|
16.9K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-355- 3.81% |
$30.4K - $33.5K
|
8.95K
$802K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-358- 6.27% |
$30.6K - $33.8K
|
5.35K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-362- 2.68% |
$31K - $34.2K
|
13.1K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-367- 0.53% |
$31.4K - $34.6K
|
68.7K
$6.15M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-375- 9.5% |
$32.1K - $35.4K
|
3.57K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-382- 43.02% |
$32.7K - $36K
|
506
$45.3K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-384- 3.46% |
$32.9K - $36.2K
|
10.7K
$959K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-387- 0.83% |
$33.1K - $36.5K
|
46.2K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-387- 2.4% |
$33.1K - $36.5K
|
15.7K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-390- 13.6% |
$33.4K - $36.8K
|
2.48K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-397- 4.25% |
$34K - $37.5K
|
8.94K
$801K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-399- 6.14% |
$34.1K - $37.6K
|
6.1K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 8.51% |
$34.2K - $37.7K
|
4.3K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-406- 2.24% |
$34.7K - $38.3K
|
17.7K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-407- 1.25% |
$34.8K - $38.4K
|
32.1K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-409- 4.1% |
$35K - $38.6K
|
9.57K
$856K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-412- 1.69% |
$35.2K - $38.9K
|
23.9K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-416- 5.0% |
$35.6K - $39.2K
|
7.9K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-422- 1.98% |
$36.1K - $39.8K
|
20.9K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-423- 0.17% |
$36.2K - $39.9K
|
253K
$22.6M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-431- 3.58% |
$36.9K - $40.7K
|
11.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-432- 3.45% |
$37K - $40.8K
|
12.1K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-433- 8.78% |
$37K - $40.8K
|
4.5K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-433- 8.38% |
$37K - $40.8K
|
4.73K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-436- 3.09% |
$37.3K - $41.1K
|
13.7K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-439- 3.89% |
$37.6K - $41.4K
|
10.8K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-440- 1.19% |
$37.6K - $41.5K
|
36.5K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-444- 2.61% |
$38K - $41.9K
|
16.6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-448- 2.28% |
$38.3K - $42.3K
|
19.2K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-450- 5.77% |
$38.5K - $42.5K
|
7.35K
$658K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-450- 81.23% |
$38.5K - $42.5K
|
104
$9.31K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-452- 6.82% |
$38.7K - $42.6K
|
6.18K
$553K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-454- 3.49% |
$38.8K - $42.8K
|
12.6K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-456- 5.05% |
$39K - $43K
|
8.57K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-460- 13.05% |
$39.4K - $43.4K
|
3.06K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-468- 0.5% |
$40K - $44.2K
|
93.1K
$8.34M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-473- 2.83% |
$40.5K - $44.6K
|
16.3K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-481- 5.26% |
$41.1K - $45.4K
|
8.66K
$775K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-484- 13.34% |
$41.4K - $45.7K
|
3.14K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-488- 2.1% |
$41.7K - $46K
|
22.7K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-492- 15.24% |
$42.1K - $46.4K
|
2.74K
$245K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-494- 2.91% |
$42.3K - $46.6K
|
16.5K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-500- 45.45% |
$42.8K - $47.2K
|
600
$53.7K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-500- 0.27% |
$42.8K - $47.2K
|
185K
$16.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-507- 3.56% |
$43.4K - $47.8K
|
13.8K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-510- 11.07% |
$43.6K - $48.1K
|
4.1K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-518- 2.83% |
$44.3K - $48.9K
|
17.8K
$1.59M
|