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 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 6.3% |
$128K - $147K
|
23.9K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.63K- 4.6% |
$130K - $149K
|
33.8K
$3.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.65K- 9.23% |
$132K - $151K
|
16.2K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.65K- 12.9% |
$132K - $151K
|
11.1K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.67K- 22.19% |
$133K - $153K
|
5.86K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.71K- 33.06% |
$137K - $157K
|
3.47K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.72K- 22.44% |
$137K - $158K
|
5.96K
$553K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 26.81% |
$143K - $164K
|
4.89K
$454K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.83K- 6.61% |
$146K - $167K
|
25.8K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.83K- 11.05% |
$146K - $167K
|
14.7K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.84K- 4.29% |
$147K - $168K
|
41K
$3.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.85K- 12.36% |
$148K - $169K
|
13.1K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.86K- 1.66% |
$148K - $170K
|
110K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.86K- 37.18% |
$148K - $170K
|
3.14K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.91K- 10.76% |
$152K - $175K
|
15.8K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 9.68% |
$153K - $175K
|
17.9K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-1.93K- 10.8% |
$154K - $176K
|
15.9K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.94K- 20.11% |
$155K - $177K
|
7.71K
$715K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.97K- 5.4% |
$157K - $180K
|
34.5K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.97K- 7.76% |
$157K - $180K
|
23.5K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.99K- 6.18% |
$159K - $182K
|
30.2K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2K- 11.76% |
$160K - $183K
|
15K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.02K- 42.78% |
$161K - $184K
|
2.7K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-2.02K- 8.91% |
$161K - $185K
|
20.7K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.05K- 33.64% |
$163K - $187K
|
4.03K
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.06K- 30.34% |
$164K - $188K
|
4.73K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.07K- 14.99% |
$165K - $189K
|
11.7K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.09K- 0.83% |
$167K - $191K
|
250K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.09K- 16.28% |
$167K - $191K
|
10.7K
$997K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.09K- 6.72% |
$167K - $191K
|
29.1K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.15K- 9.29% |
$171K - $196K
|
21K
$1.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.15K- 7.22% |
$172K - $197K
|
27.7K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-2.16K- 3.35% |
$172K - $197K
|
62.2K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.2K- 29.16% |
$176K - $201K
|
5.34K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.23K- 1.54% |
$178K - $204K
|
143K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.28K- 4.61% |
$182K - $209K
|
47.2K
$4.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 6.25% |
$186K - $213K
|
34.9K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 24.09% |
$186K - $213K
|
7.34K
$681K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.33K- 2.19% |
$186K - $213K
|
104K
$9.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.34K- 23.38% |
$186K - $214K
|
7.66K
$711K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.37K- 1.73% |
$189K - $217K
|
135K
$12.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.38K- 1.97% |
$190K - $217K
|
118K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.39K- 34.37% |
$190K - $218K
|
4.56K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.43K- 1.45% |
$194K - $222K
|
165K
$15.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-2.45K- 38.71% |
$195K - $224K
|
3.88K
$360K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.47K- 2.49% |
$197K - $226K
|
97K
$9M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.5K- 33.33% |
$199K - $229K
|
5K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.54K- 26.4% |
$203K - $232K
|
7.09K
$658K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.55K- 20.6% |
$204K - $233K
|
9.84K
$913K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2.63K- 18.5% |
$210K - $241K
|
11.6K
$1.08M
|