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 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.47K- 2.05% |
$297K - $328K
|
166K
$15.4M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.5K- 2.87% |
$300K - $330K
|
119K
$11M
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.51K- 26.31% |
$300K - $331K
|
9.82K
$911K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.51K- 9.3% |
$300K - $331K
|
34.2K
$3.18M
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-3.54K- 18.31% |
$303K - $334K
|
15.8K
$1.47M
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.67K- 48.31% |
$314K - $346K
|
3.92K
$364K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.69K- 15.44% |
$316K - $348K
|
20.2K
$1.88M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.72K- 56.71% |
$319K - $351K
|
2.84K
$264K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.75K- 9.15% |
$321K - $354K
|
37.2K
$3.46M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.85K- 10.1% |
$330K - $363K
|
34.3K
$3.18M
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.91K- 49.33% |
$335K - $369K
|
4.02K
$373K
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-4.06K- 3.56% |
$347K - $383K
|
110K
$10.2M
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-4.09K- 2.57% |
$350K - $386K
|
155K
$14.4M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.1K- 25.43% |
$351K - $387K
|
12K
$1.12M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4.18K- 11.28% |
$358K - $394K
|
32.9K
$3.05M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.18K- 3.15% |
$358K - $394K
|
129K
$11.9M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-4.25K- 21.67% |
$364K - $401K
|
15.4K
$1.43M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-4.26K- 11.67% |
$364K - $402K
|
32.2K
$2.99M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.31K- 39.17% |
$368K - $406K
|
6.69K
$620K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.34K- 31.47% |
$371K - $409K
|
9.45K
$877K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.35K- 2.71% |
$372K - $411K
|
156K
$14.5M
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.39K- 20.44% |
$375K - $414K
|
17.1K
$1.59M
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-4.41K- 6.08% |
$377K - $416K
|
68.1K
$6.32M
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.48K- 57.89% |
$383K - $423K
|
3.26K
$302K
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.52K- 19.89% |
$387K - $426K
|
18.2K
$1.69M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-4.57K- 26.32% |
$391K - $431K
|
12.8K
$1.19M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.67K- 11.04% |
$400K - $441K
|
37.6K
$3.49M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.69K- 3.01% |
$401K - $442K
|
151K
$14M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.72K- 28.74% |
$404K - $445K
|
11.7K
$1.09M
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
SELL
|
- |
-4.87K- 5.3% |
$416K - $459K
|
86.9K
$8.07M
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4.88K- 19.26% |
$418K - $461K
|
20.5K
$1.9M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.97K- 4.06% |
$425K - $468K
|
117K
$10.9M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.11K- 7.44% |
$437K - $482K
|
63.5K
$5.9M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.31K- 26.3% |
$454K - $501K
|
14.9K
$1.38M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-5.42K- 37.33% |
$464K - $511K
|
9.1K
$845K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.44K- 12.24% |
$466K - $513K
|
39K
$3.62M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-5.89K- 12.58% |
$504K - $556K
|
40.9K
$3.8M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.91K- 21.22% |
$506K - $558K
|
21.9K
$2.04M
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.26K- 2.34% |
$536K - $591K
|
262K
$24.3M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.58K- 1.1% |
$563K - $620K
|
593K
$55M
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-6.81K- 18.46% |
$583K - $642K
|
30.1K
$2.79M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 67.3% |
$587K - $647K
|
3.33K
$309K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.87K- 13.27% |
$588K - $648K
|
44.9K
$4.17M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.97K- 45.16% |
$596K - $657K
|
8.46K
$785K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.97K- 48.58% |
$596K - $658K
|
7.38K
$685K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.16K- 0.8% |
$612K - $675K
|
887K
$82.4M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.5K- 30.51% |
$641K - $707K
|
17.1K
$1.59M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.51K- 31.78% |
$642K - $708K
|
16.1K
$1.5M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.55K- 11.85% |
$646K - $712K
|
56.2K
$5.21M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-7.69K- 13.94% |
$658K - $726K
|
47.5K
$4.41M
|