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 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
4.26K+ 3.62% |
$340K - $389K
|
122K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.18K+ 38.98% |
$333K - $382K
|
14.9K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.04K+ 331.34% |
$322K - $369K
|
5.26K
$488K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.96K+ 2.0% |
$316K - $362K
|
202K
$18.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.94K+ 14.04% |
$314K - $360K
|
32K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.9K+ 27.49% |
$311K - $356K
|
18.1K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.8K+ 28.62% |
$303K - $347K
|
17.1K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.78K+ 9.75% |
$302K - $346K
|
42.6K
$3.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.67K+ 6.43% |
$293K - $336K
|
60.8K
$5.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.63K+ 4.46% |
$289K - $331K
|
84.9K
$7.88M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.55K+ 34.37% |
$283K - $325K
|
13.9K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
3.5K+ 25.86% |
$280K - $320K
|
17.1K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.5KNew |
$279K - $320K
|
3.5K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.5K+ 6.3% |
$279K - $320K
|
59K
$5.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.49K+ 110.1% |
$278K - $319K
|
6.65K
$618K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3.47K+ 4.22% |
$277K - $318K
|
85.8K
$7.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.44K+ 4.38% |
$274K - $314K
|
81.9K
$7.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.43K+ 1.85% |
$274K - $313K
|
188K
$17.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
3.43KNew |
$273K - $313K
|
3.43K
$318K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.42K+ 46.47% |
$272K - $312K
|
10.8K
$999K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.34K+ 30.81% |
$266K - $305K
|
14.2K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.33K+ 13.34% |
$266K - $305K
|
28.3K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.33K+ 18.51% |
$266K - $304K
|
21.3K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.3K+ 20.49% |
$264K - $302K
|
19.4K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.3K+ 21.88% |
$263K - $302K
|
18.4K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.28K+ 4.99% |
$262K - $300K
|
69.1K
$6.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
3.27K+ 14.28% |
$261K - $299K
|
26.2K
$2.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.27K+ 2.22% |
$261K - $299K
|
150K
$14M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.22K+ 8.04% |
$257K - $294K
|
43.3K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
3.19K+ 12.41% |
$254K - $291K
|
28.9K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
3.15K+ 2.6% |
$251K - $288K
|
124K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.14KNew |
$251K - $287K
|
3.14K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.14K+ 1.79% |
$250K - $287K
|
178K
$16.5M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3.13K+ 10.14% |
$250K - $286K
|
34K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.01K+ 10.37% |
$240K - $275K
|
32.1K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3K+ 5.48% |
$239K - $274K
|
57.7K
$5.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.96K+ 6.25% |
$236K - $271K
|
50.4K
$4.68M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.96K+ 12.17% |
$236K - $271K
|
27.3K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.96K+ 16.5% |
$236K - $271K
|
20.9K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.94KNew |
$234K - $268K
|
2.94K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.93K+ 8.76% |
$234K - $268K
|
36.4K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.93K+ 44.9% |
$234K - $268K
|
9.47K
$879K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.91KNew |
$232K - $266K
|
2.91K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89K+ 23.03% |
$231K - $264K
|
15.4K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.88K+ 26.36% |
$229K - $263K
|
13.8K
$1.28M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.86K+ 6.77% |
$228K - $261K
|
45K
$4.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.82K+ 6.38% |
$225K - $258K
|
47.1K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.8KNew |
$224K - $256K
|
2.8K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.8KNew |
$223K - $256K
|
2.8K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.76K+ 21.96% |
$220K - $252K
|
15.3K
$1.42M
|