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 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
21+ 2.68% |
$1.68K - $1.92K
|
805
$74.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
20+ 0.55% |
$1.6K - $1.83K
|
3.68K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
20+ 0.49% |
$1.6K - $1.83K
|
4.12K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
20+ 0.83% |
$1.6K - $1.83K
|
2.44K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
19+ 0.14% |
$1.52K - $1.74K
|
13.3K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
19+ 0.25% |
$1.52K - $1.74K
|
7.7K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
18+ 0.77% |
$1.44K - $1.65K
|
2.36K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
18+ 94.74% |
$1.44K - $1.65K
|
37
$3.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17+ 1.24% |
$1.36K - $1.55K
|
1.38K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
17+ 0.25% |
$1.36K - $1.55K
|
6.81K
$632K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
16+ 0.36% |
$1.28K - $1.46K
|
4.47K
$415K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 0.41% |
$1.28K - $1.46K
|
3.96K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.47% |
$1.28K - $1.46K
|
3.43K
$318K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.31% |
$1.2K - $1.37K
|
4.92K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
15+ 0.13% |
$1.2K - $1.37K
|
11.6K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 0.19% |
$1.12K - $1.28K
|
7.45K
$692K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
14+ 0.13% |
$1.12K - $1.28K
|
10.5K
$978K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14+ 0.47% |
$1.12K - $1.28K
|
2.99K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.46% |
$1.04K - $1.19K
|
2.84K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.46% |
$1.04K - $1.19K
|
2.84K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
13+ 0.06% |
$1.04K - $1.19K
|
20.2K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13+ 0.06% |
$1.04K - $1.19K
|
21.9K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
12+ 0.39% |
$957 - $1.1K
|
3.12K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
12+ 0.37% |
$957 - $1.1K
|
3.26K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12+ 0.38% |
$957 - $1.1K
|
3.18K
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 2.0% |
$798 - $914
|
511
$47.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
10+ 0.41% |
$798 - $914
|
2.43K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9+ 0.46% |
$718 - $823
|
1.95K
$181K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
9+ 0.03% |
$718 - $823
|
29.8K
$2.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.39% |
$718 - $823
|
2.34K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9+ 0.06% |
$718 - $823
|
14.5K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
9+ 0.2% |
$718 - $823
|
4.48K
$415K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$638 - $731
|
5.43K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8+ 0.07% |
$638 - $731
|
12K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 0.97% |
$638 - $731
|
837
$77.7K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$559 - $640
|
9.81K
$911K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7New |
$559 - $640
|
7
$650
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$559 - $640
|
5.34K
$495K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7+ 0.31% |
$559 - $640
|
2.26K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7+ 2.48% |
$559 - $640
|
289
$26.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
6New |
$479 - $549
|
6
$557
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6+ 0.03% |
$479 - $549
|
17.2K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
6+ 0.2% |
$479 - $549
|
3.03K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.1% |
$479 - $549
|
6.31K
$585K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 0.46% |
$399 - $457
|
1.1K
$102K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 1.04% |
$319 - $366
|
387
$35.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.55% |
$319 - $366
|
727
$67.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$319 - $366
|
1.4K
$130K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.3% |
$319 - $366
|
1.34K
$124K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4+ 0.12% |
$319 - $366
|
3.48K
$323K
|