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 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
35.5K+ 40.11% |
$2.83M - $3.24M
|
124K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
34K+ 8806.22% |
$2.71M - $3.11M
|
34.4K
$3.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
33.7KNew |
$2.69M - $3.08M
|
33.7K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
33.6KNew |
$2.68M - $3.07M
|
33.6K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
32.8K+ 66.56% |
$2.62M - $3M
|
82.2K
$7.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
30.6KNew |
$2.44M - $2.8M
|
30.6K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.5K+ 243.49% |
$2.44M - $2.79M
|
43.1K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
30.2K+ 9.15% |
$2.41M - $2.76M
|
360K
$33.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
29K+ 5.54% |
$2.31M - $2.65M
|
552K
$51.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
28.4K+ 7007.9% |
$2.26M - $2.59M
|
28.8K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
28.3K+ 641.93% |
$2.26M - $2.58M
|
32.7K
$3.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
27.4K+ 13.47% |
$2.19M - $2.51M
|
231K
$21.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
26.8KNew |
$2.14M - $2.45M
|
26.8K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
26.8KNew |
$2.14M - $2.45M
|
26.8K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
25.4K+ 116.62% |
$2.02M - $2.32M
|
47.1K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
24.5K+ 17.08% |
$1.96M - $2.24M
|
168K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
23.9K+ 9.48% |
$1.91M - $2.18M
|
276K
$25.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23.8K+ 0.73% |
$1.9M - $2.17M
|
3.29M
$305M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.5K+ 2.46% |
$1.79M - $2.05M
|
937K
$86.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
22K+ 24.33% |
$1.76M - $2.01M
|
112K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
21.4K+ 6.75% |
$1.71M - $1.96M
|
338K
$31.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
20.9K+ 23.99% |
$1.67M - $1.91M
|
108K
$10M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.9K+ 60.99% |
$1.67M - $1.91M
|
55.2K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
20.9K+ 83.76% |
$1.66M - $1.91M
|
45.8K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
20K+ 149.4% |
$1.6M - $1.83M
|
33.4K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
19.4K+ 4.7% |
$1.55M - $1.77M
|
433K
$40.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
19.1KNew |
$1.52M - $1.74M
|
19.1K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
18.4K+ 12.17% |
$1.47M - $1.68M
|
169K
$15.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.9K+ 67.26% |
$1.43M - $1.64M
|
44.6K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 2.4% |
$1.4M - $1.6M
|
747K
$69.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17.5K+ 2390.56% |
$1.39M - $1.6M
|
18.2K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.9K+ 9.64% |
$1.35M - $1.54M
|
192K
$17.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
16.6KNew |
$1.32M - $1.52M
|
16.6K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
16.4KNew |
$1.31M - $1.5M
|
16.4K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.27M - $1.46M
|
15.9K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
15.9K+ 33.51% |
$1.27M - $1.46M
|
63.4K
$5.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
15.8K+ 172.68% |
$1.26M - $1.44M
|
24.9K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.21M - $1.38M
|
15.1K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15K+ 379.66% |
$1.19M - $1.37M
|
18.9K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
14.4K+ 7.4% |
$1.15M - $1.32M
|
209K
$19.4M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14.4K+ 2.54% |
$1.15M - $1.31M
|
581K
$53.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.1K+ 77.56% |
$1.13M - $1.29M
|
32.3K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
13.9KNew |
$1.11M - $1.27M
|
13.9K
$1.29M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
13.9KNew |
$1.11M - $1.27M
|
13.9K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.8K+ 92.87% |
$1.1M - $1.27M
|
28.8K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
13.5K+ 166.2% |
$1.08M - $1.24M
|
21.7K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13.1K+ 175.47% |
$1.05M - $1.2M
|
20.6K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$999K - $1.14M
|
12.5K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
12.4K+ 6216.0% |
$992K - $1.14M
|
12.6K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12.2K+ 1.45% |
$975K - $1.12M
|
857K
$79.5M
|