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 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.24KNew |
$192K - $212K
|
2.24K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.24K+ 37.51% |
$191K - $211K
|
8.2K
$734K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.23KNew |
$191K - $211K
|
2.23K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 50.08% |
$191K - $211K
|
6.69K
$599K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
2.23KNew |
$190K - $210K
|
2.23K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
2.2KNew |
$188K - $208K
|
2.2K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.19K+ 1.51% |
$187K - $206K
|
147K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.16K+ 4.21% |
$185K - $204K
|
53.4K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 5.32% |
$183K - $202K
|
42.3K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
BUY
|
- |
2.11K+ 1.03% |
$181K - $199K
|
208K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 3.43% |
$180K - $199K
|
63.6K
$5.7M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.09K+ 5.57% |
$179K - $197K
|
39.5K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.05K+ 17.26% |
$175K - $193K
|
13.9K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.05K+ 2.04% |
$175K - $193K
|
103K
$9.19M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 13.5% |
$174K - $191K
|
17.1K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.02K+ 44.58% |
$173K - $190K
|
6.55K
$586K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2KNew |
$171K - $189K
|
2K
$179K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2K+ 17.26% |
$171K - $189K
|
13.6K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2K+ 36.36% |
$171K - $189K
|
7.5K
$671K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.92K+ 2.23% |
$164K - $181K
|
87.7K
$7.85M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.91K+ 14.15% |
$163K - $180K
|
15.4K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.9K+ 3.33% |
$163K - $180K
|
59K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.9K+ 11.79% |
$163K - $179K
|
18K
$1.61M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.9K+ 3.76% |
$163K - $179K
|
52.5K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.88K+ 3.1% |
$160K - $177K
|
62.4K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.87KNew |
$160K - $176K
|
1.87K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.84K+ 36.05% |
$158K - $174K
|
6.96K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.84K+ 0.74% |
$157K - $174K
|
251K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.83K+ 1.36% |
$157K - $173K
|
137K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
1.81K+ 3.48% |
$155K - $171K
|
53.8K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.8KNew |
$154K - $169K
|
1.8K
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.77K+ 1.57% |
$152K - $167K
|
115K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.71K+ 5.64% |
$146K - $162K
|
32.1K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.71K+ 1.49% |
$146K - $161K
|
116K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.7K+ 7.95% |
$146K - $161K
|
23.1K
$2.07M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.68K+ 7.74% |
$144K - $159K
|
23.4K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.68K+ 7.87% |
$143K - $158K
|
23K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.66K+ 7.56% |
$142K - $157K
|
23.7K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.65K+ 18.19% |
$141K - $156K
|
10.7K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.64K+ 10.17% |
$140K - $154K
|
17.7K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.63K+ 10.01% |
$139K - $153K
|
17.9K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
1.59K+ 3.41% |
$136K - $150K
|
48.3K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.59K+ 10.33% |
$136K - $150K
|
17K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.55K+ 5.24% |
$133K - $147K
|
31.2K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.54K+ 7.52% |
$132K - $145K
|
22K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.52K+ 4.9% |
$130K - $144K
|
32.6K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.52K+ 1.9% |
$130K - $143K
|
81.4K
$7.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.51K+ 22.76% |
$129K - $143K
|
8.15K
$730K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.51K+ 11.4% |
$129K - $142K
|
14.7K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 5.72% |
$129K - $142K
|
27.8K
$2.49M
|