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 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-716- 13.34% |
$57.1K - $65.5K
|
4.65K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-717- 23.1% |
$57.2K - $65.5K
|
2.39K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-719- 12.81% |
$57.4K - $65.7K
|
4.89K
$454K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-737- 7.23% |
$58.8K - $67.4K
|
9.46K
$878K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-738- 34.01% |
$58.9K - $67.5K
|
1.43K
$133K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-741- 15.97% |
$59.1K - $67.7K
|
3.9K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-750- 1.91% |
$59.8K - $68.6K
|
38.6K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-750- 3.49% |
$59.8K - $68.6K
|
20.7K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-751- 1.9% |
$59.9K - $68.7K
|
38.8K
$3.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-758- 13.96% |
$60.5K - $69.3K
|
4.67K
$434K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-773- 8.07% |
$61.7K - $70.7K
|
8.81K
$817K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-774- 1.44% |
$61.8K - $70.8K
|
53.1K
$4.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-778- 3.19% |
$62.1K - $71.1K
|
23.6K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-780- 0.63% |
$62.2K - $71.3K
|
123K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-790- 14.29% |
$63K - $72.2K
|
4.74K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-802- 34.69% |
$64K - $73.3K
|
1.51K
$140K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-802- 18.91% |
$64K - $73.3K
|
3.44K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-806- 3.39% |
$64.3K - $73.7K
|
23K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-806- 3.0% |
$64.3K - $73.7K
|
26.1K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-823- 87.55% |
$65.7K - $75.2K
|
117
$10.9K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-826- 17.59% |
$65.9K - $75.5K
|
3.87K
$359K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-828- 1.84% |
$66.1K - $75.7K
|
44.1K
$4.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-831- 1.08% |
$66.3K - $76K
|
76.4K
$7.09M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-843- 4.67% |
$67.3K - $77.1K
|
17.2K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-851- 25.48% |
$67.9K - $77.8K
|
2.49K
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-852- 3.56% |
$68K - $77.9K
|
23.1K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-852- 0.86% |
$68K - $77.9K
|
98.8K
$9.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-853- 13.83% |
$68.1K - $78K
|
5.31K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-866- 3.79% |
$69.1K - $79.2K
|
22K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-874- 4.93% |
$69.7K - $79.9K
|
16.9K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-876- 0.63% |
$69.9K - $80.1K
|
139K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-883- 1.73% |
$70.5K - $80.7K
|
50.2K
$4.65M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-888- 26.07% |
$70.9K - $81.2K
|
2.52K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-892- 8.68% |
$71.2K - $81.5K
|
9.38K
$871K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-895- 2.34% |
$71.4K - $81.8K
|
37.3K
$3.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-908- 5.91% |
$72.4K - $83K
|
14.5K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-930- 0.85% |
$74.2K - $85K
|
109K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-939- 24.83% |
$74.9K - $85.8K
|
2.84K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-940- 0.88% |
$75K - $85.9K
|
106K
$9.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-941- 10.1% |
$75.1K - $86K
|
8.37K
$777K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-942- 5.2% |
$75.2K - $86.1K
|
17.2K
$1.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-949- 22.65% |
$75.7K - $86.8K
|
3.24K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-957- 27.76% |
$76.4K - $87.5K
|
2.49K
$231K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-958- 74.44% |
$76.4K - $87.6K
|
329
$30.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-983- 7.28% |
$78.4K - $89.9K
|
12.5K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-984- 1.72% |
$78.5K - $90K
|
56.4K
$5.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
SELL
|
- |
-992- 3.15% |
$79.2K - $90.7K
|
30.5K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-992- 3.09% |
$79.2K - $90.7K
|
31.1K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1K- 13.13% |
$79.8K - $91.4K
|
6.62K
$614K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.01K- 16.78% |
$80.4K - $92.2K
|
5K
$464K
|