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
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.83K- 12.61% |
$385K - $441K
|
33.5K
$3.11M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.85K- 8.93% |
$387K - $443K
|
49.4K
$4.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.85K- 5.47% |
$387K - $443K
|
83.8K
$7.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.87K- 31.03% |
$389K - $445K
|
10.8K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.88K- 89.32% |
$390K - $446K
|
584
$54.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.93K- 3.61% |
$393K - $451K
|
132K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-4.93K- 26.54% |
$394K - $451K
|
13.7K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.13K- 34.95% |
$409K - $469K
|
9.55K
$886K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.16K- 20.41% |
$411K - $471K
|
20.1K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.18K- 10.25% |
$413K - $474K
|
45.3K
$4.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-5.19K- 98.99% |
$414K - $474K
|
53
$4.92K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5.26K- 8.77% |
$420K - $481K
|
54.7K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.27K- 45.01% |
$421K - $482K
|
6.44K
$598K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-5.37K- 28.82% |
$429K - $491K
|
13.3K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.46K- 31.92% |
$436K - $499K
|
11.6K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-5.6K- 36.46% |
$447K - $512K
|
9.76K
$906K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.94K- 7.68% |
$474K - $543K
|
71.4K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 5.75% |
$484K - $555K
|
99.4K
$9.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.1K- 66.14% |
$487K - $558K
|
3.12K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.16K- 2.46% |
$491K - $563K
|
245K
$22.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.32K- 14.42% |
$504K - $578K
|
37.5K
$3.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.5K- 54.18% |
$518K - $594K
|
5.49K
$510K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-6.51K- 14.2% |
$519K - $595K
|
39.3K
$3.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 3.99% |
$520K - $596K
|
157K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.63K- 6.46% |
$529K - $606K
|
96K
$8.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-6.7K- 45.74% |
$535K - $613K
|
7.95K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.7K- 20.16% |
$535K - $613K
|
26.5K
$2.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.1K- 36.55% |
$566K - $649K
|
12.3K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-7.37K- 34.4% |
$588K - $674K
|
14.1K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.78K- 4.68% |
$621K - $711K
|
158K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.84K- 1.6% |
$626K - $717K
|
482K
$44.7M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-8.53K- 15.02% |
$681K - $780K
|
48.3K
$4.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.61K- 5.21% |
$687K - $787K
|
157K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.72K- 28.33% |
$696K - $797K
|
22.1K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.77K- 11.86% |
$700K - $802K
|
65.1K
$6.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.2K- 2.76% |
$734K - $841K
|
324K
$30M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.36K- 65.53% |
$747K - $856K
|
4.92K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.38K- 53.79% |
$748K - $857K
|
8.05K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.69K- 12.57% |
$773K - $886K
|
67.4K
$6.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.69K- 11.67% |
$773K - $886K
|
73.3K
$6.8M
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-9.79K- 6.4% |
$781K - $895K
|
143K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.83K- 1.32% |
$784K - $899K
|
732K
$68M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-9.95K- 31.47% |
$794K - $909K
|
21.7K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-10K- 55.33% |
$798K - $914K
|
8.08K
$750K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-10K- 64.93% |
$800K - $916K
|
5.41K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.1K- 19.46% |
$806K - $924K
|
41.8K
$3.88M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.2K- 2.85% |
$810K - $928K
|
346K
$32.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 38.59% |
$852K - $976K
|
17K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 12.42% |
$855K - $980K
|
75.6K
$7.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.9K- 7.61% |
$867K - $994K
|
132K
$12.3M
|