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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
65+ 1.66% |
$5.19K - $5.94K
|
3.97K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
62+ 0.14% |
$4.95K - $5.67K
|
43.5K
$4.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
60+ 1.47% |
$4.79K - $5.49K
|
4.14K
$384K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
60+ 1.2% |
$4.79K - $5.49K
|
5.06K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
60+ 21.9% |
$4.79K - $5.49K
|
334
$31K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
59New |
$4.71K - $5.39K
|
59
$5.48K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
59+ 2.09% |
$4.71K - $5.39K
|
2.88K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
56New |
$4.47K - $5.12K
|
56
$5.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 23.79% |
$4.31K - $4.94K
|
281
$26.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
54+ 1.92% |
$4.31K - $4.94K
|
2.87K
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
53+ 1.99% |
$4.23K - $4.85K
|
2.71K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
49+ 0.97% |
$3.91K - $4.48K
|
5.08K
$471K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
47+ 0.57% |
$3.75K - $4.3K
|
8.27K
$768K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
47+ 0.62% |
$3.75K - $4.3K
|
7.63K
$708K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
47+ 335.71% |
$3.75K - $4.3K
|
61
$5.66K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
47+ 335.71% |
$3.75K - $4.3K
|
61
$5.66K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45+ 0.99% |
$3.59K - $4.11K
|
4.6K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
41+ 1.0% |
$3.27K - $3.75K
|
4.16K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
41+ 0.8% |
$3.27K - $3.75K
|
5.2K
$482K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
37+ 1.39% |
$2.95K - $3.38K
|
2.69K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
37+ 0.45% |
$2.95K - $3.38K
|
8.35K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
37+ 1.28% |
$2.95K - $3.38K
|
2.92K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36+ 0.95% |
$2.87K - $3.29K
|
3.84K
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
36+ 0.15% |
$2.87K - $3.29K
|
24.2K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
35+ 0.35% |
$2.79K - $3.2K
|
10.1K
$938K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
34+ 1.32% |
$2.71K - $3.11K
|
2.62K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
33+ 0.9% |
$2.63K - $3.02K
|
3.71K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
33+ 1.17% |
$2.63K - $3.02K
|
2.85K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
31+ 0.94% |
$2.47K - $2.83K
|
3.32K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
30+ 0.46% |
$2.39K - $2.74K
|
6.5K
$603K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30+ 1.18% |
$2.39K - $2.74K
|
2.58K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 0.31% |
$2.31K - $2.65K
|
9.26K
$860K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.99% |
$2.23K - $2.56K
|
2.87K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
28+ 1.71% |
$2.23K - $2.56K
|
1.67K
$155K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
28+ 0.42% |
$2.23K - $2.56K
|
6.72K
$623K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
27+ 0.39% |
$2.15K - $2.47K
|
6.87K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
27+ 0.41% |
$2.15K - $2.47K
|
6.63K
$616K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26+ 10.53% |
$2.07K - $2.38K
|
273
$25.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
26+ 0.03% |
$2.07K - $2.38K
|
76.5K
$7.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 6.91% |
$1.99K - $2.29K
|
387
$35.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25+ 0.87% |
$1.99K - $2.29K
|
2.89K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
25+ 0.24% |
$1.99K - $2.29K
|
10.5K
$972K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
25+ 0.47% |
$1.99K - $2.29K
|
5.38K
$499K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24+ 0.74% |
$1.91K - $2.19K
|
3.27K
$303K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
22+ 0.72% |
$1.76K - $2.01K
|
3.09K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
22+ 0.89% |
$1.76K - $2.01K
|
2.5K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
22+ 0.96% |
$1.76K - $2.01K
|
2.31K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22+ 0.52% |
$1.76K - $2.01K
|
4.27K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
21+ 0.69% |
$1.68K - $1.92K
|
3.05K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
21+ 0.94% |
$1.68K - $1.92K
|
2.25K
$209K
|