Purchases and Sales Made in Q2 2025 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
405KNew |
$32.3M - $37.1M
|
405K
$36.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76.9K+ 5.91% |
$6.14M - $7.03M
|
1.38M
$123M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
66.7KNew |
$5.32M - $6.09M
|
66.7K
$5.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
35.5K+ 40.11% |
$2.83M - $3.24M
|
124K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
12.4K+ 6216.0% |
$992K - $1.14M
|
12.6K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
11.6K+ 5.65% |
$922K - $1.06M
|
216K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
11.5K+ 304.03% |
$915K - $1.05M
|
15.2K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3K+ 12.35% |
$901K - $1.03M
|
103K
$9.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
10.9K+ 4.54% |
$868K - $994K
|
251K
$22.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
10.8KNew |
$865K - $991K
|
10.8K
$970K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10K+ 22.14% |
$799K - $916K
|
55.3K
$4.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.65K+ 3.26% |
$770K - $882K
|
306K
$27.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.54KNew |
$761K - $872K
|
9.54K
$854K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.87K+ 3.59% |
$628K - $720K
|
227K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.73KNew |
$617K - $707K
|
7.73K
$692K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
7.65K+ 0.94% |
$610K - $699K
|
825K
$73.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
7.58K+ 8.72% |
$605K - $693K
|
94.5K
$8.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.52K+ 37.44% |
$600K - $688K
|
27.6K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
6.51KNew |
$519K - $595K
|
6.51K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
5.87K+ 3.29% |
$468K - $536K
|
184K
$16.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.86K+ 8.19% |
$388K - $445K
|
64.2K
$5.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.35KNew |
$347K - $397K
|
4.35K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.94K+ 14.04% |
$314K - $360K
|
32K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.42K+ 46.47% |
$272K - $312K
|
10.8K
$964K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
3.27K+ 14.28% |
$261K - $299K
|
26.2K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.96K+ 16.5% |
$236K - $271K
|
20.9K
$1.87M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.94KNew |
$234K - $268K
|
2.94K
$263K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.86K+ 6.77% |
$228K - $261K
|
45K
$4.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.76K+ 21.96% |
$220K - $252K
|
15.3K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.75K+ 9.89% |
$219K - $251K
|
30.5K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 9.74% |
$216K - $248K
|
30.5K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.62KNew |
$209K - $240K
|
2.62K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.55K+ 2.19% |
$203K - $233K
|
119K
$10.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.46K+ 21.33% |
$196K - $224K
|
14K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.42KNew |
$193K - $221K
|
2.42K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.3K+ 1.61% |
$184K - $210K
|
145K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.28KNew |
$182K - $209K
|
2.28K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.99K+ 50.73% |
$159K - $182K
|
5.91K
$529K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.94K+ 2.77% |
$155K - $178K
|
72.1K
$6.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.93K+ 8.47% |
$154K - $177K
|
24.7K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 1.7% |
$137K - $158K
|
103K
$9.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.71K+ 8.27% |
$136K - $156K
|
22.3K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.71K+ 1.94% |
$136K - $156K
|
89.4K
$8.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.42K+ 3.55% |
$114K - $130K
|
41.5K
$3.72M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.39K+ 1.95% |
$111K - $127K
|
72.9K
$6.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 159.55% |
$108K - $124K
|
2.2K
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.3K+ 0.98% |
$104K - $119K
|
134K
$12M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.23K+ 1.99% |
$98.3K - $113K
|
63K
$5.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 29.77% |
$91.6K - $105K
|
5K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.12K+ 4.51% |
$89.5K - $103K
|
26K
$2.33M
|