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 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.94K+ 2.77% |
$155K - $178K
|
72.1K
$6.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.93K+ 8.47% |
$154K - $177K
|
24.7K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.91K+ 13.68% |
$152K - $174K
|
15.8K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.85K+ 1.71% |
$148K - $169K
|
110K
$9.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.79K+ 7.4% |
$143K - $163K
|
25.9K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 5.22% |
$141K - $161K
|
35.6K
$3.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 1.7% |
$137K - $158K
|
103K
$9.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.71K+ 8.27% |
$136K - $156K
|
22.3K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.71K+ 1.94% |
$136K - $156K
|
89.4K
$8.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.42K+ 3.55% |
$114K - $130K
|
41.5K
$3.72M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.39K+ 1.95% |
$111K - $127K
|
72.9K
$6.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 159.55% |
$108K - $124K
|
2.2K
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.3K+ 0.98% |
$104K - $119K
|
134K
$12M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.23K+ 1.99% |
$98.3K - $113K
|
63K
$5.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 29.77% |
$91.6K - $105K
|
5K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.12K+ 4.51% |
$89.5K - $103K
|
26K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.05K+ 9.11% |
$84K - $96.3K
|
12.6K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 0.93% |
$82.7K - $94.8K
|
112K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
965+ 0.84% |
$77K - $88.2K
|
116K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
946+ 9.15% |
$75.5K - $86.5K
|
11.3K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
910+ 6.95% |
$72.6K - $83.2K
|
14K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
907+ 2.29% |
$72.4K - $82.9K
|
40.5K
$3.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
886+ 2.02% |
$70.7K - $81K
|
44.7K
$4M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
831+ 1.45% |
$66.3K - $76K
|
58.3K
$5.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
789+ 21.1% |
$63K - $72.1K
|
4.53K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
772+ 7.12% |
$61.6K - $70.6K
|
11.6K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
733+ 25.22% |
$58.5K - $67K
|
3.64K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
728+ 0.72% |
$58.1K - $66.6K
|
102K
$9.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
679+ 8.34% |
$54.2K - $62.1K
|
8.82K
$789K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
663+ 1.95% |
$52.9K - $60.6K
|
34.7K
$3.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
646+ 0.86% |
$51.5K - $59.1K
|
76.2K
$6.82M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
595+ 0.76% |
$47.5K - $54.4K
|
79.3K
$7.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
561+ 9.93% |
$44.8K - $51.3K
|
6.21K
$556K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
561+ 2.09% |
$44.8K - $51.3K
|
27.5K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
523+ 3.59% |
$41.7K - $47.8K
|
15.1K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
495+ 2.82% |
$39.5K - $45.3K
|
18.1K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
492+ 4.69% |
$39.3K - $45K
|
11K
$983K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
470+ 0.94% |
$37.5K - $43K
|
50.7K
$4.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
426+ 0.24% |
$34K - $38.9K
|
180K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 9.7% |
$31.9K - $36.6K
|
4.53K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
391+ 223.43% |
$31.2K - $35.7K
|
566
$50.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
384+ 9.57% |
$30.6K - $35.1K
|
4.4K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
382+ 4.92% |
$30.5K - $34.9K
|
8.14K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
379+ 0.84% |
$30.2K - $34.6K
|
45.3K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
332+ 0.27% |
$26.5K - $30.4K
|
125K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
296+ 405.48% |
$23.6K - $27.1K
|
369
$33K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
285+ 2.46% |
$22.7K - $26.1K
|
11.9K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
282+ 133.65% |
$22.5K - $25.8K
|
493
$44.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
277+ 14.82% |
$22.1K - $25.3K
|
2.15K
$192K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
261+ 3.65% |
$20.8K - $23.9K
|
7.42K
$664K
|