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 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
7.34K+ 8.69% |
$585K - $671K
|
91.8K
$8.52M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.13K+ 140.87% |
$569K - $652K
|
12.2K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
6.99K+ 41.29% |
$558K - $639K
|
23.9K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
6.78K+ 41.08% |
$541K - $619K
|
23.3K
$2.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.57KNew |
$525K - $601K
|
6.57K
$610K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.55K+ 5.37% |
$523K - $599K
|
128K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
6.55K+ 23.55% |
$522K - $598K
|
34.3K
$3.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.54K+ 3.24% |
$522K - $598K
|
208K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
6.51KNew |
$519K - $595K
|
6.51K
$604K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$503K - $577K
|
6.31K
$586K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.09K+ 12.51% |
$486K - $557K
|
54.8K
$5.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.08K+ 2.18% |
$485K - $556K
|
286K
$26.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
5.94K+ 4.84% |
$474K - $543K
|
129K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.91K+ 4.39% |
$472K - $540K
|
140K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
5.87K+ 3.29% |
$468K - $536K
|
184K
$17.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
5.82K+ 6390.11% |
$464K - $532K
|
5.91K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.73K+ 1.5% |
$458K - $524K
|
387K
$35.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.64KNew |
$450K - $515K
|
5.64K
$523K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.48K+ 3.94% |
$437K - $501K
|
145K
$13.4M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.44K+ 8.93% |
$434K - $497K
|
66.3K
$6.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.41K+ 2.53% |
$432K - $495K
|
219K
$20.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.34KNew |
$426K - $488K
|
5.34K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 16.83% |
$420K - $481K
|
36.5K
$3.39M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.17K+ 83.82% |
$412K - $473K
|
11.3K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.17KNew |
$412K - $473K
|
5.17K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.15K+ 56.72% |
$411K - $471K
|
14.2K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.02K+ 27.36% |
$400K - $459K
|
23.3K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.01K+ 3.33% |
$400K - $458K
|
156K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
5K+ 16.86% |
$399K - $457K
|
34.7K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
5K+ 6.82% |
$399K - $457K
|
78.4K
$7.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.99K+ 0.41% |
$398K - $457K
|
1.23M
$115M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.97KNew |
$396K - $454K
|
4.97K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.87K+ 10.94% |
$388K - $445K
|
49.4K
$4.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.86K+ 8.19% |
$388K - $445K
|
64.2K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
4.86K+ 7.02% |
$388K - $444K
|
74.1K
$6.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$385K - $442K
|
4.83K
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.76K+ 14.04% |
$380K - $435K
|
38.6K
$3.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
4.75K+ 34.46% |
$379K - $434K
|
18.5K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.56K+ 33.42% |
$364K - $417K
|
18.2K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
4.53K+ 37.94% |
$362K - $414K
|
16.5K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.53K+ 2.15% |
$362K - $414K
|
216K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.44K+ 0.33% |
$354K - $406K
|
1.36M
$126M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
4.43KNew |
$354K - $405K
|
4.43K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.42K+ 11.2% |
$353K - $404K
|
43.9K
$4.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.39K+ 25.69% |
$350K - $401K
|
21.5K
$1.99M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.39K+ 25.69% |
$350K - $401K
|
21.5K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
4.35K+ 2.64% |
$347K - $398K
|
170K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.35KNew |
$347K - $397K
|
4.35K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.32K+ 17.13% |
$344K - $395K
|
29.5K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.31K+ 5.64% |
$344K - $394K
|
80.7K
$7.49M
|