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 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
451+ 1.47% |
$36K - $41.2K
|
31K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
447+ 1.86% |
$35.7K - $40.9K
|
24.5K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
439+ 2.94% |
$35K - $40.1K
|
15.4K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
428+ 0.79% |
$34.2K - $39.1K
|
54.3K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
427+ 1.62% |
$34.1K - $39K
|
26.8K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
426+ 0.24% |
$34K - $38.9K
|
180K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
423+ 2.3% |
$33.8K - $38.7K
|
18.8K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
413+ 1.48% |
$33K - $37.8K
|
28.4K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406+ 8.34% |
$32.4K - $37.1K
|
5.27K
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
404+ 4.71% |
$32.2K - $36.9K
|
8.98K
$833K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
403+ 7.09% |
$32.2K - $36.8K
|
6.09K
$565K
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
403+ 12.3% |
$32.2K - $36.8K
|
3.68K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
402+ 7.7% |
$32.1K - $36.8K
|
5.62K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 9.7% |
$31.9K - $36.6K
|
4.53K
$420K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
397+ 0.74% |
$31.7K - $36.3K
|
54.4K
$5.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
396+ 14.59% |
$31.6K - $36.2K
|
3.11K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
391+ 223.43% |
$31.2K - $35.7K
|
566
$52.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
385+ 2.49% |
$30.7K - $35.2K
|
15.9K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
384+ 9.57% |
$30.6K - $35.1K
|
4.4K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
382+ 4.92% |
$30.5K - $34.9K
|
8.14K
$756K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
379+ 0.84% |
$30.2K - $34.6K
|
45.3K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
372+ 53.76% |
$29.7K - $34K
|
1.06K
$98.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
370+ 0.25% |
$29.5K - $33.8K
|
147K
$13.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
369+ 1.55% |
$29.4K - $33.7K
|
24.2K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
367+ 14.98% |
$29.3K - $33.6K
|
2.82K
$261K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
365New |
$29.1K - $33.4K
|
365
$33.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
359+ 1.19% |
$28.6K - $32.8K
|
30.4K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
345+ 2.12% |
$27.5K - $31.5K
|
16.6K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
342+ 3.14% |
$27.3K - $31.3K
|
11.2K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
339+ 10.21% |
$27K - $31K
|
3.66K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
339+ 12.14% |
$27K - $31K
|
3.13K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
339+ 13.25% |
$27K - $31K
|
2.9K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
334+ 0.9% |
$26.6K - $30.5K
|
37.4K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
333+ 3.02% |
$26.6K - $30.4K
|
11.4K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
332+ 0.27% |
$26.5K - $30.4K
|
125K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
324+ 0.51% |
$25.9K - $29.6K
|
64.4K
$5.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
323New |
$25.8K - $29.5K
|
323
$30K
|
|
|
Aug 26, 2025
Q2 2025
|
Zeit Capital LLC
|
BUY
|
- |
321+ 0.66% |
$25.6K - $29.3K
|
48.7K
$4.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
316+ 4.33% |
$25.2K - $28.9K
|
7.61K
$707K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
313+ 6.29% |
$25K - $28.6K
|
5.29K
$491K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
300+ 3.6% |
$23.9K - $27.4K
|
8.63K
$801K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
300+ 6.35% |
$23.9K - $27.4K
|
5.02K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
296+ 405.48% |
$23.6K - $27.1K
|
369
$34.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
296+ 0.69% |
$23.6K - $27.1K
|
43.4K
$4.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
294+ 4.18% |
$23.5K - $26.9K
|
7.32K
$679K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
294+ 0.23% |
$23.5K - $26.9K
|
129K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
291+ 2.32% |
$23.2K - $26.6K
|
12.9K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
291+ 5.13% |
$23.2K - $26.6K
|
5.96K
$553K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
288+ 3.16% |
$23K - $26.3K
|
9.41K
$873K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
285+ 2.46% |
$22.7K - $26.1K
|
11.9K
$1.1M
|