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 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-527- 4.91% |
$42K - $48.2K
|
10.2K
$947K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-534- 7.57% |
$42.6K - $48.8K
|
6.52K
$605K
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-535- 17.54% |
$42.7K - $48.9K
|
2.52K
$233K
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-539- 9.36% |
$43K - $49.3K
|
5.22K
$484K
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-541- 5.82% |
$43.2K - $49.5K
|
8.76K
$813K
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-543- 6.07% |
$43.3K - $49.6K
|
8.4K
$780K
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-543- 11.36% |
$43.3K - $49.6K
|
4.24K
$393K
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-547- 1.5% |
$43.6K - $50K
|
36K
$3.34M
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-555- 14.05% |
$44.3K - $50.7K
|
3.39K
$315K
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-564- 1.16% |
$45K - $51.6K
|
48.1K
$4.46M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-568- 0.85% |
$45.3K - $51.9K
|
66.2K
$6.15M
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-570- 4.41% |
$45.5K - $52.1K
|
12.4K
$1.15M
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-574- 19.54% |
$45.8K - $52.5K
|
2.36K
$219K
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-575- 18.37% |
$45.9K - $52.6K
|
2.56K
$237K
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-576- 12.73% |
$46K - $52.7K
|
3.95K
$367K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-579- 2.66% |
$46.2K - $52.9K
|
21.2K
$1.96M
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-583- 4.87% |
$46.5K - $53.3K
|
11.4K
$1.06M
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-583- 3.47% |
$46.5K - $53.3K
|
16.2K
$1.51M
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-584- 9.31% |
$46.6K - $53.4K
|
5.69K
$528K
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-585- 3.03% |
$46.7K - $53.5K
|
18.7K
$1.74M
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-587- 12.01% |
$46.8K - $53.7K
|
4.3K
$399K
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-594- 1.45% |
$47.4K - $54.3K
|
40.4K
$3.74M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-595- 0.9% |
$47.5K - $54.4K
|
65.5K
$6.08M
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-597- 8.93% |
$47.6K - $54.6K
|
6.09K
$565K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-601- 8.49% |
$48K - $54.9K
|
6.47K
$601K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-602- 6.69% |
$48K - $55K
|
8.39K
$779K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-602- 12.93% |
$48K - $55K
|
4.05K
$376K
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-609- 0.74% |
$48.6K - $55.7K
|
81.9K
$7.6M
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-611- 5.33% |
$48.8K - $55.9K
|
10.8K
$1.01M
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-612- 0.79% |
$48.8K - $55.9K
|
76.6K
$7.11M
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-615- 15.0% |
$49.1K - $56.2K
|
3.49K
$324K
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-619- 2.03% |
$49.4K - $56.6K
|
29.9K
$2.78M
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-620- 3.06% |
$49.5K - $56.7K
|
19.6K
$1.82M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-626- 4.65% |
$49.9K - $57.2K
|
12.8K
$1.19M
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-631- 10.37% |
$50.3K - $57.7K
|
5.46K
$506K
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-635- 13.27% |
$50.7K - $58.1K
|
4.15K
$385K
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-637- 0.86% |
$50.8K - $58.2K
|
73.7K
$6.84M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-646- 2.85% |
$51.5K - $59.1K
|
22K
$2.04M
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-650- 32.5% |
$51.9K - $59.4K
|
1.35K
$125K
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-658- 6.31% |
$52.5K - $60.2K
|
9.76K
$906K
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-659- 15.93% |
$52.6K - $60.2K
|
3.48K
$323K
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-661- 5.03% |
$52.7K - $60.4K
|
12.5K
$1.16M
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-665- 12.94% |
$53.1K - $60.8K
|
4.48K
$415K
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-666- 0.56% |
$53.1K - $60.9K
|
118K
$10.9M
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-670- 6.96% |
$53.5K - $61.3K
|
8.96K
$832K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-692- 19.75% |
$55.2K - $63.3K
|
2.81K
$261K
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-697- 10.14% |
$55.6K - $63.7K
|
6.18K
$573K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-702- 1.9% |
$56K - $64.2K
|
36.2K
$3.36M
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-703- 19.75% |
$56.1K - $64.3K
|
2.86K
$265K
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-710- 2.25% |
$56.7K - $64.9K
|
30.9K
$2.86M
|