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 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.64K- 5.73% |
$211K - $241K
|
43.4K
$4.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.65K- 4.68% |
$211K - $242K
|
54K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.66K- 1.7% |
$212K - $243K
|
153K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.68K- 12.88% |
$213K - $245K
|
18.1K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.7K- 40.93% |
$215K - $247K
|
3.9K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.7K- 6.92% |
$216K - $247K
|
36.3K
$3.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 4.14% |
$218K - $250K
|
63.2K
$5.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.74K- 1.76% |
$218K - $250K
|
153K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-2.76K- 17.58% |
$221K - $253K
|
13K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.78K- 3.73% |
$222K - $254K
|
71.8K
$6.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.65% |
$225K - $258K
|
74.4K
$6.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-2.88K- 32.16% |
$230K - $263K
|
6.07K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.91K- 50.22% |
$232K - $266K
|
2.88K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.96K- 17.33% |
$236K - $271K
|
14.1K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.97K- 7.22% |
$237K - $271K
|
38.1K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3K- 7.59% |
$240K - $275K
|
36.6K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.09K- 15.39% |
$247K - $283K
|
17K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 3.35% |
$250K - $286K
|
90.2K
$8.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.19K- 5.97% |
$255K - $292K
|
50.2K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.24K- 16.0% |
$258K - $296K
|
17K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.26K- 23.46% |
$260K - $298K
|
10.6K
$987K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.32K- 25.77% |
$265K - $303K
|
9.55K
$886K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3.34K- 11.78% |
$266K - $305K
|
25K
$2.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.39K- 37.02% |
$271K - $310K
|
5.77K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.4K- 16.62% |
$271K - $311K
|
17K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.4K- 8.49% |
$271K - $311K
|
36.6K
$3.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.41K- 19.12% |
$272K - $312K
|
14.4K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.51K- 5.63% |
$280K - $321K
|
58.9K
$5.47M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.54K- 21.48% |
$282K - $324K
|
12.9K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.56K- 15.53% |
$284K - $325K
|
19.4K
$1.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-3.67K- 5.97% |
$293K - $335K
|
57.7K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.74K- 10.98% |
$298K - $342K
|
30.3K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.77K- 5.93% |
$301K - $345K
|
59.8K
$5.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.77K- 14.68% |
$301K - $345K
|
21.9K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.78K- 17.76% |
$302K - $346K
|
17.5K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.79K- 8.53% |
$303K - $347K
|
40.7K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.83K- 3.42% |
$305K - $350K
|
108K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3.93K- 9.37% |
$314K - $359K
|
38K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.07K- 47.07% |
$325K - $372K
|
4.57K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 42.22% |
$326K - $374K
|
5.6K
$519K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.18K- 57.53% |
$334K - $382K
|
3.09K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.19K- 35.78% |
$334K - $383K
|
7.51K
$697K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.34K- 31.75% |
$346K - $397K
|
9.33K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.35K- 4.01% |
$347K - $398K
|
104K
$9.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.4K- 26.18% |
$351K - $402K
|
12.4K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 26.03% |
$354K - $406K
|
12.6K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.56K- 26.1% |
$363K - $416K
|
12.9K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.62K- 6.37% |
$369K - $423K
|
67.9K
$6.3M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-4.72K- 6.34% |
$376K - $431K
|
69.6K
$6.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.76K- 54.44% |
$380K - $436K
|
3.99K
$370K
|