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
|
Fifth Third Bancorp
|
SELL
|
- |
-21.4K- 1.23% |
$1.83M - $2.02M
|
1.72M
$154M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22.4K- 11.94% |
$1.92M - $2.11M
|
165K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-24.2K- 52.65% |
$2.07M - $2.28M
|
21.7K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-24.3K- 85.23% |
$2.08M - $2.29M
|
4.21K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-24.3K- 90.91% |
$2.08M - $2.3M
|
2.43K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.6K- 7.49% |
$2.19M - $2.41M
|
316K
$28.3M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-25.7K- 73.83% |
$2.2M - $2.42M
|
9.1K
$815K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-25.9K- 60.2% |
$2.22M - $2.45M
|
17.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-25.9K- 96.83% |
$2.22M - $2.45M
|
850
$76.1K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-26K- 71.58% |
$2.22M - $2.45M
|
10.3K
$923K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26K- 11.37% |
$2.22M - $2.45M
|
203K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26.1K- 49.58% |
$2.23M - $2.46M
|
26.5K
$2.37M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26.2K- 96.24% |
$2.24M - $2.47M
|
1.02K
$91.7K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-28.4K- 62.3% |
$2.43M - $2.68M
|
17.2K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.5K- 92.78% |
$2.44M - $2.69M
|
2.22K
$198K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.2K- 3.48% |
$2.66M - $2.94M
|
863K
$77.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-31.5K- 23.22% |
$2.7M - $2.98M
|
104K
$9.33M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-31.7K- 33.72% |
$2.71M - $2.99M
|
62.3K
$5.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-32.1K- 35.35% |
$2.75M - $3.03M
|
58.8K
$5.26M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-32.7K- 28.08% |
$2.8M - $3.08M
|
83.7K
$7.49M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.8KClosed |
$2.89M - $3.19M
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34.5K- 31.09% |
$2.95M - $3.25M
|
76.4K
$6.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-34.8K- 3.94% |
$2.98M - $3.28M
|
850K
$76.1M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-40.5K- 11.99% |
$3.46M - $3.82M
|
297K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-41.6K- 2.98% |
$3.56M - $3.92M
|
1.35M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-43.9K- 59.75% |
$3.75M - $4.14M
|
29.5K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47.3K- 64.3% |
$4.05M - $4.46M
|
26.3K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.2K- 6.1% |
$4.13M - $4.55M
|
742K
$66.5M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-49K- 20.43% |
$4.19M - $4.62M
|
191K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-49K- 98.9% |
$4.19M - $4.62M
|
547
$49K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-53.1K- 26.24% |
$4.54M - $5.01M
|
149K
$13.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-55.5K- 62.53% |
$4.75M - $5.23M
|
33.2K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-56.9K- 39.68% |
$4.87M - $5.37M
|
86.5K
$7.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-66.6K- 44.53% |
$5.69M - $6.28M
|
82.9K
$7.42M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68.6K- 5.32% |
$5.87M - $6.48M
|
1.22M
$109M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-69.7K- 43.09% |
$5.96M - $6.57M
|
92K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.9K- 10.85% |
$7.09M - $7.82M
|
681K
$61M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-86.1K- 2.57% |
$7.36M - $8.12M
|
3.26M
$292M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-86.1K- 91.59% |
$7.37M - $8.12M
|
7.91K
$708K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-89.3K- 81.91% |
$7.64M - $8.43M
|
19.7K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89.8K- 96.15% |
$7.68M - $8.47M
|
3.59K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-94.5K- 92.94% |
$8.08M - $8.91M
|
7.18K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-107K- 70.3% |
$9.14M - $10.1M
|
45.2K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 30.44% |
$9.85M - $10.9M
|
263K
$23.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-117K- 31.98% |
$10M - $11M
|
249K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 2.52% |
$10M - $11.1M
|
4.54M
$406M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-122K- 80.8% |
$10.5M - $11.5M
|
29.1K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-125K- 90.91% |
$10.7M - $11.8M
|
12.5K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-164K- 34.68% |
$14M - $15.4M
|
308K
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-223K- 22.79% |
$19.1M - $21.1M
|
756K
$67.7M
|