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 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.47K+ 1.72% |
$126K - $139K
|
87.2K
$7.8M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.44K+ 12.52% |
$123K - $136K
|
12.9K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.42K+ 5.16% |
$121K - $134K
|
28.9K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.4K+ 30.85% |
$120K - $132K
|
5.93K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.4K+ 5.35% |
$119K - $132K
|
27.5K
$2.46M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.38K+ 8.92% |
$118K - $130K
|
16.8K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.38K+ 76.46% |
$118K - $130K
|
3.18K
$284K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.36K+ 66.23% |
$116K - $128K
|
3.41K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.33K+ 2.39% |
$114K - $125K
|
56.8K
$5.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 39.11% |
$113K - $125K
|
4.7K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.32K+ 31.31% |
$113K - $124K
|
5.53K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 17.51% |
$110K - $121K
|
8.62K
$771K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.28K+ 39.65% |
$110K - $121K
|
4.51K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.27K+ 190.27% |
$109K - $120K
|
1.94K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.26K+ 23.03% |
$108K - $119K
|
6.75K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.25K+ 2.59% |
$107K - $118K
|
49.5K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.24K+ 0.17% |
$106K - $117K
|
730K
$65.3M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.24K+ 10.08% |
$106K - $117K
|
13.5K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.22K+ 87.8% |
$105K - $115K
|
2.62K
$234K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.22KNew |
$105K - $115K
|
1.22K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.22KNew |
$104K - $115K
|
1.22K
$109K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 33.98% |
$102K - $112K
|
4.7K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.19K+ 13.5% |
$102K - $112K
|
10K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.17K+ 9.7% |
$100K - $111K
|
13.3K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.17K+ 2.22% |
$100K - $111K
|
54K
$4.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.17K+ 10.87% |
$100K - $110K
|
11.9K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15K+ 2.54% |
$98.3K - $108K
|
46.4K
$4.16M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.15K+ 4.87% |
$98K - $108K
|
24.7K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
1.15K+ 7.23% |
$98K - $108K
|
17K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.14K+ 8.74% |
$97.5K - $108K
|
14.2K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.13K+ 14.25% |
$96.8K - $107K
|
9.07K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.11K+ 2.3% |
$95.2K - $105K
|
49.5K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 15.58% |
$95.2K - $105K
|
8.26K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 13.4% |
$94.9K - $105K
|
9.38K
$840K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.1K+ 0.51% |
$94.2K - $104K
|
216K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.09K+ 2.11% |
$93.5K - $103K
|
53K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.05K+ 23.94% |
$89.7K - $99K
|
5.43K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.05K+ 14.76% |
$89.6K - $98.8K
|
8.14K
$729K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.04K+ 2.07% |
$88.7K - $97.8K
|
51K
$4.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 2.35% |
$87.4K - $96.4K
|
44.5K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.01K+ 2.53% |
$86.6K - $95.5K
|
41.1K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1K+ 4.83% |
$85.6K - $94.4K
|
21.7K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 100.0% |
$85.6K - $94.3K
|
2K
$179K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
987+ 7.09% |
$84.4K - $93.1K
|
14.9K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
985+ 14.97% |
$84.3K - $92.9K
|
7.56K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
963+ 9.09% |
$82.4K - $90.8K
|
11.6K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
956+ 16.69% |
$81.8K - $90.2K
|
6.69K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
954+ 3.66% |
$81.6K - $90K
|
27K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
943+ 5.34% |
$80.7K - $89K
|
18.6K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
933+ 2.58% |
$79.8K - $88K
|
37.1K
$3.32M
|