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 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$79.8 - $91.4
|
4.64K
$415K
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2- 0.04% |
$160 - $183
|
4.99K
$447K
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-7- 50.0% |
$559 - $640
|
7
$627
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.04% |
$559 - $640
|
19.1K
$1.71M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9- 0.3% |
$718 - $823
|
2.95K
$264K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11- 0.05% |
$878 - $1.01K
|
22.7K
$2.03M
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-12- 0.25% |
$957 - $1.1K
|
4.7K
$421K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 1.16% |
$1.04K - $1.19K
|
1.11K
$99.5K
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-16- 30.19% |
$1.28K - $1.46K
|
37
$3.31K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-22- 0.24% |
$1.76K - $2.01K
|
9.22K
$825K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25- 0.4% |
$1.99K - $2.29K
|
6.25K
$560K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-27- 1.05% |
$2.15K - $2.47K
|
2.55K
$229K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 8.41% |
$2.23K - $2.56K
|
305
$27.3K
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-30- 1.16% |
$2.39K - $2.74K
|
2.55K
$228K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-32- 0.72% |
$2.55K - $2.93K
|
4.44K
$397K
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-34- 0.46% |
$2.71K - $3.11K
|
7.4K
$662K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-36- 0.64% |
$2.87K - $3.29K
|
5.58K
$499K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-38- 1.53% |
$3.03K - $3.47K
|
2.44K
$218K
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-39- 0.73% |
$3.11K - $3.57K
|
5.34K
$478K
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-40- 0.93% |
$3.19K - $3.66K
|
4.26K
$381K
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-44- 0.43% |
$3.51K - $4.02K
|
10.2K
$915K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-48- 0.21% |
$3.83K - $4.39K
|
23.2K
$2.08M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-50- 1.18% |
$3.99K - $4.57K
|
4.19K
$375K
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-51- 0.8% |
$4.07K - $4.66K
|
6.3K
$564K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-55- 0.14% |
$4.39K - $5.03K
|
38.8K
$3.47M
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-58- 0.44% |
$4.63K - $5.3K
|
13K
$1.16M
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-59- 0.8% |
$4.71K - $5.39K
|
7.3K
$653K
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-64- 1.28% |
$5.11K - $5.85K
|
4.94K
$442K
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-64- 1.26% |
$5.11K - $5.85K
|
5.01K
$449K
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-72- 0.89% |
$5.74K - $6.58K
|
8.05K
$720K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-80- 2.63% |
$6.38K - $7.31K
|
2.97K
$266K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-81- 2.49% |
$6.46K - $7.41K
|
3.18K
$284K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-82- 5.14% |
$6.54K - $7.5K
|
1.51K
$135K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-91- 9.65% |
$7.26K - $8.32K
|
852
$76.3K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-92- 6.05% |
$7.34K - $8.41K
|
1.43K
$128K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-99- 7.4% |
$7.9K - $9.05K
|
1.24K
$111K
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-100- 1.48% |
$7.98K - $9.14K
|
6.65K
$595K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 0.16% |
$7.98K - $9.14K
|
64.1K
$5.74M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-101- 0.79% |
$8.06K - $9.23K
|
12.7K
$1.14M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-118- 3.03% |
$9.42K - $10.8K
|
3.77K
$338K
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-125- 1.99% |
$9.97K - $11.4K
|
6.16K
$551K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-130- 2.09% |
$10.4K - $11.9K
|
6.1K
$546K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-134- 3.75% |
$10.7K - $12.3K
|
3.44K
$308K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-138- 1.05% |
$11K - $12.6K
|
13K
$1.16M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-144- 1.32% |
$11.5K - $13.2K
|
10.8K
$964K
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-144- 0.62% |
$11.5K - $13.2K
|
22.9K
$2.05M
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-145- 1.64% |
$11.6K - $13.3K
|
8.72K
$781K
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-150- 0.21% |
$12K - $13.7K
|
72.3K
$6.48M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-158- 0.96% |
$12.6K - $14.4K
|
16.3K
$1.46M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-203- 1.23% |
$16.2K - $18.6K
|
16.3K
$1.45M
|