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 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
12K+ 27.22% |
$960K - $1.1M
|
56.3K
$5.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
11.6K+ 5.65% |
$922K - $1.06M
|
216K
$20.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
11.5K+ 10.11% |
$920K - $1.05M
|
126K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
11.5K+ 304.03% |
$915K - $1.05M
|
15.2K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11.4K+ 23691.67% |
$907K - $1.04M
|
11.4K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3K+ 12.35% |
$901K - $1.03M
|
103K
$9.54M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
10.9KNew |
$871K - $998K
|
10.9K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
10.9K+ 4.54% |
$868K - $994K
|
251K
$23.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
10.8KNew |
$865K - $991K
|
10.8K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
10.5K+ 56.85% |
$835K - $956K
|
28.9K
$2.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.3K+ 0.2% |
$820K - $939K
|
5.05M
$469M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$804K - $921K
|
10.1K
$935K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10K+ 22.14% |
$799K - $916K
|
55.3K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
10KNew |
$798K - $915K
|
10K
$929K
|
|
|
Aug 14, 2025
Q2 2025
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
10KNew |
$798K - $914K
|
10K
$928K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.82K+ 14.8% |
$783K - $898K
|
76.1K
$7.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.65K+ 3.26% |
$770K - $882K
|
306K
$28.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.54KNew |
$761K - $872K
|
9.54K
$886K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.32K+ 78.11% |
$744K - $852K
|
21.3K
$1.97M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.13K+ 19.67% |
$728K - $834K
|
55.5K
$5.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
9.03K+ 9.85% |
$721K - $826K
|
101K
$9.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
8.81K+ 53.74% |
$703K - $805K
|
25.2K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.63K+ 10.95% |
$688K - $788K
|
87.4K
$8.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
8.54K+ 20.59% |
$681K - $780K
|
50K
$4.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.54K+ 3.31% |
$681K - $780K
|
266K
$24.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.53K+ 3.64% |
$680K - $779K
|
243K
$22.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
8.47K+ 18.83% |
$676K - $774K
|
53.4K
$4.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
8.45K+ 26.15% |
$674K - $772K
|
40.8K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.4KNew |
$670K - $768K
|
8.4K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
8.35K+ 1.0% |
$666K - $763K
|
841K
$78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.08K+ 5.43% |
$645K - $739K
|
157K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.97K+ 3.93% |
$636K - $728K
|
211K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.93K+ 1.84% |
$633K - $725K
|
440K
$40.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.89KNew |
$629K - $721K
|
7.89K
$732K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.87K+ 3.59% |
$628K - $720K
|
227K
$21.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.77K+ 105.63% |
$620K - $711K
|
15.1K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7.77K+ 3.88% |
$620K - $710K
|
208K
$19.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.73KNew |
$617K - $707K
|
7.73K
$717K
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
7.7K+ 6.62% |
$615K - $704K
|
124K
$11.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.68K+ 3.96% |
$613K - $702K
|
202K
$18.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
7.65K+ 0.94% |
$610K - $699K
|
825K
$76.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.6K+ 19.24% |
$607K - $695K
|
47.1K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
7.58K+ 8.72% |
$605K - $693K
|
94.5K
$8.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.58K+ 11.29% |
$605K - $693K
|
74.7K
$6.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.55K+ 48.51% |
$603K - $690K
|
23.1K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.55K+ 17.84% |
$602K - $690K
|
49.8K
$4.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.52K+ 37.44% |
$600K - $688K
|
27.6K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.44K+ 10.7% |
$594K - $681K
|
77K
$7.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.39K+ 7.82% |
$590K - $676K
|
102K
$9.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.38K+ 33.43% |
$589K - $675K
|
29.5K
$2.73M
|