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 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
282+ 133.65% |
$22.5K - $25.8K
|
493
$45.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
277+ 14.82% |
$22.1K - $25.3K
|
2.15K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
277+ 11.12% |
$22.1K - $25.3K
|
2.77K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
270+ 36.83% |
$21.5K - $24.7K
|
1K
$93.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
266+ 5.52% |
$21.2K - $24.3K
|
5.08K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
266+ 7.45% |
$21.2K - $24.3K
|
3.84K
$356K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
262+ 1.29% |
$20.9K - $24K
|
20.6K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
261+ 3.65% |
$20.8K - $23.9K
|
7.42K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
256+ 3.78% |
$20.4K - $23.4K
|
7.02K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
252+ 2.68% |
$20.1K - $23K
|
9.67K
$897K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
251+ 6.13% |
$20K - $22.9K
|
4.35K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
247+ 6.4% |
$19.7K - $22.6K
|
4.11K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
246+ 56.16% |
$19.6K - $22.5K
|
684
$63.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
240+ 7.83% |
$19.1K - $21.9K
|
3.3K
$307K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
240+ 0.73% |
$19.1K - $21.9K
|
33.2K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
240+ 2.05% |
$19.1K - $21.9K
|
11.9K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
236+ 43.14% |
$18.8K - $21.6K
|
783
$72.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
234+ 1.49% |
$18.7K - $21.4K
|
15.9K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
229+ 5.76% |
$18.3K - $20.9K
|
4.21K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
229New |
$18.3K - $20.9K
|
229
$21.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
224+ 0.81% |
$17.9K - $20.5K
|
27.8K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
223+ 2.33% |
$17.8K - $20.4K
|
9.8K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
214+ 0.1% |
$17.1K - $19.6K
|
212K
$19.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
212+ 1.62% |
$16.9K - $19.4K
|
13.3K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
208+ 2.37% |
$16.6K - $19K
|
8.98K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
208+ 1733.33% |
$16.6K - $19K
|
220
$20.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
202New |
$16.1K - $18.5K
|
202
$18.7K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
202+ 306.06% |
$16.1K - $18.5K
|
268
$24.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$16K - $18.3K
|
200
$18.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
191+ 1.21% |
$15.2K - $17.5K
|
16K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
187+ 0.66% |
$14.9K - $17.1K
|
28.5K
$2.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
184+ 2.91% |
$14.7K - $16.8K
|
6.5K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
182+ 1.34% |
$14.5K - $16.6K
|
13.8K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
182+ 7.76% |
$14.5K - $16.6K
|
2.53K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
179+ 8.13% |
$14.3K - $16.4K
|
2.38K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
178+ 0.51% |
$14.2K - $16.3K
|
35.4K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
176+ 1.86% |
$14K - $16.1K
|
9.63K
$893K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
175+ 7.58% |
$14K - $16K
|
2.48K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
173+ 123.57% |
$13.8K - $15.8K
|
313
$29K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
172+ 2.79% |
$13.7K - $15.7K
|
6.33K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
166+ 3.79% |
$13.2K - $15.2K
|
4.55K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
164+ 25.11% |
$13.1K - $15K
|
817
$75.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
162+ 0.84% |
$12.9K - $14.8K
|
19.5K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
160+ 1.09% |
$12.8K - $14.6K
|
14.9K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
158New |
$12.6K - $14.4K
|
158
$14.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
158+ 2.56% |
$12.6K - $14.4K
|
6.34K
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
157+ 5.99% |
$12.5K - $14.4K
|
2.78K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
156+ 2.78% |
$12.4K - $14.3K
|
5.76K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
155+ 0.24% |
$12.4K - $14.2K
|
63.8K
$5.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
154+ 0.51% |
$12.3K - $14.1K
|
30.3K
$2.81M
|