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 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.02K- 2.46% |
$81.1K - $93K
|
40.2K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.02K- 13.25% |
$81.7K - $93.6K
|
6.71K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.03K- 4.57% |
$81.9K - $93.8K
|
21.4K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-1.04K- 17.97% |
$82.7K - $94.8K
|
4.73K
$439K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.04K- 9.5% |
$83.2K - $95.4K
|
9.93K
$922K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.05K- 29.3% |
$84K - $96.3K
|
2.54K
$236K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.06K- 0.6% |
$84.2K - $96.4K
|
174K
$16.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 10.22% |
$84.7K - $97.1K
|
9.33K
$866K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.09K- 24.57% |
$86.6K - $99.2K
|
3.33K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.1K- 27.96% |
$87.7K - $100K
|
2.83K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.12K- 12.49% |
$89.7K - $103K
|
7.88K
$731K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.14K- 8.35% |
$90.6K - $104K
|
12.5K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.14K- 4.11% |
$91.3K - $105K
|
26.7K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 3.94% |
$91.5K - $105K
|
27.9K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.15K- 98.88% |
$91.8K - $105K
|
13
$1.21K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.16K- 1.68% |
$92.2K - $106K
|
67.6K
$6.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.17K- 31.49% |
$93.1K - $107K
|
2.54K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 6.26% |
$94.9K - $109K
|
17.8K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-1.2K- 16.09% |
$95.7K - $110K
|
6.26K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.21K- 14.03% |
$96.6K - $111K
|
7.42K
$689K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.22K- 5.44% |
$97.7K - $112K
|
21.3K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.26K- 20.29% |
$100K - $115K
|
4.93K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 4.64% |
$100K - $115K
|
25.8K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.27K- 7.78% |
$101K - $116K
|
15K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.27K- 5.07% |
$101K - $116K
|
23.8K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-1.28K- 11.0% |
$102K - $117K
|
10.3K
$957K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.28K- 0.76% |
$102K - $117K
|
166K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.31K- 22.06% |
$104K - $120K
|
4.62K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 13.18% |
$105K - $120K
|
8.69K
$806K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.33K- 1.95% |
$106K - $121K
|
66.8K
$6.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.34K- 4.57% |
$107K - $123K
|
28K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.35K- 1.97% |
$108K - $124K
|
67.5K
$6.27M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 14.16% |
$108K - $124K
|
8.22K
$763K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.37K- 5.06% |
$109K - $125K
|
25.6K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.38K- 11.27% |
$110K - $126K
|
10.9K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.41K- 10.11% |
$112K - $129K
|
12.5K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 1.9% |
$113K - $130K
|
73.2K
$6.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-1.43K- 34.19% |
$114K - $131K
|
2.75K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.45K- 13.13% |
$116K - $132K
|
9.58K
$889K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.45K- 5.28% |
$116K - $133K
|
26K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.48K- 7.77% |
$118K - $136K
|
17.6K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.49K- 19.19% |
$119K - $136K
|
6.27K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 0.58% |
$119K - $137K
|
258K
$24M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.51K- 7.4% |
$120K - $138K
|
18.9K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.53K- 5.65% |
$122K - $140K
|
25.6K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.54K- 13.78% |
$123K - $141K
|
9.66K
$897K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.55K- 6.45% |
$123K - $141K
|
22.4K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.55K- 31.71% |
$124K - $142K
|
3.34K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.57K- 1.77% |
$125K - $144K
|
87.4K
$8.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.6K- 13.96% |
$128K - $147K
|
9.88K
$917K
|