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 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
151+ 2.57% |
$12K - $13.8K
|
6.04K
$560K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
BUY
|
- |
150+ 0.82% |
$12K - $13.7K
|
18.4K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
148+ 1.15% |
$11.8K - $13.5K
|
13K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
146+ 13.13% |
$11.6K - $13.3K
|
1.26K
$117K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
143+ 5.33% |
$11.4K - $13.1K
|
2.83K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
140+ 4.53% |
$11.2K - $12.8K
|
3.23K
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
140+ 0.18% |
$11.2K - $12.8K
|
79.1K
$7.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
137New |
$10.9K - $12.5K
|
137
$12.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
136+ 1.06% |
$10.9K - $12.4K
|
13K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
133+ 1.47% |
$10.6K - $12.2K
|
9.2K
$854K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
129+ 614.29% |
$10.3K - $11.8K
|
150
$13.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
129+ 80.63% |
$10.3K - $11.8K
|
289
$26.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
128+ 3.81% |
$10.2K - $11.7K
|
3.48K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
127+ 4.63% |
$10.1K - $11.6K
|
2.87K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
124+ 0.78% |
$9.89K - $11.3K
|
16.1K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
120+ 1.01% |
$9.57K - $11K
|
12K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
117+ 0.63% |
$9.34K - $10.7K
|
18.6K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
117+ 1.23% |
$9.34K - $10.7K
|
9.59K
$890K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
115+ 0.34% |
$9.18K - $10.5K
|
34.3K
$3.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
114+ 1.87% |
$9.1K - $10.4K
|
6.21K
$577K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
110+ 1.45% |
$8.78K - $10.1K
|
7.71K
$715K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
108+ 3.63% |
$8.62K - $9.87K
|
3.08K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
106+ 7.01% |
$8.46K - $9.69K
|
1.62K
$150K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
104+ 44.83% |
$8.3K - $9.51K
|
336
$31.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
101+ 0.4% |
$8.06K - $9.23K
|
25.4K
$2.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
101+ 0.8% |
$8.06K - $9.23K
|
12.8K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100New |
$7.98K - $9.14K
|
100
$9.28K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
100+ 3.21% |
$7.98K - $9.14K
|
3.22K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
99+ 1.09% |
$7.9K - $9.05K
|
9.21K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
98New |
$7.82K - $8.96K
|
98
$9.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
97+ 0.25% |
$7.74K - $8.87K
|
38.5K
$3.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
97+ 3.89% |
$7.74K - $8.87K
|
2.59K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
96+ 0.84% |
$7.66K - $8.78K
|
11.5K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
95+ 380.0% |
$7.58K - $8.68K
|
120
$11.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
95+ 1.2% |
$7.58K - $8.68K
|
8K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
92+ 0.61% |
$7.34K - $8.41K
|
15.3K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
90+ 1.2% |
$7.18K - $8.23K
|
7.62K
$707K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
90+ 51.43% |
$7.18K - $8.23K
|
265
$24.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
84+ 2.16% |
$6.7K - $7.68K
|
3.97K
$368K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
81+ 4.05% |
$6.46K - $7.41K
|
2.08K
$193K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
79+ 3.46% |
$6.3K - $7.22K
|
2.36K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
78+ 0.41% |
$6.22K - $7.13K
|
19K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
76+ 0.49% |
$6.06K - $6.95K
|
15.6K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76+ 2.14% |
$6.06K - $6.95K
|
3.62K
$336K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
75New |
$5.98K - $6.86K
|
75
$6.96K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
71+ 0.66% |
$5.67K - $6.49K
|
10.8K
$1M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
70+ 1.51% |
$5.59K - $6.4K
|
4.69K
$436K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
68+ 0.57% |
$5.43K - $6.22K
|
11.9K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
67+ 1.36% |
$5.35K - $6.13K
|
5.01K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
66+ 1.36% |
$5.27K - $6.03K
|
4.93K
$457K
|