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 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 3.94% |
$91.5K - $105K
|
27.9K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.15K- 98.88% |
$91.8K - $105K
|
13
$1.16K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.16K- 1.68% |
$92.2K - $106K
|
67.6K
$6.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.17K- 31.49% |
$93.1K - $107K
|
2.54K
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.22K- 5.44% |
$97.7K - $112K
|
21.3K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 4.64% |
$100K - $115K
|
25.8K
$2.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.34K- 4.57% |
$107K - $123K
|
28K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.37K- 5.06% |
$109K - $125K
|
25.6K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.38K- 11.27% |
$110K - $126K
|
10.9K
$975K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.41K- 10.11% |
$112K - $129K
|
12.5K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.45K- 5.28% |
$116K - $133K
|
26K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.49K- 19.19% |
$119K - $136K
|
6.27K
$561K
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.53K- 5.65% |
$122K - $140K
|
25.6K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 6.3% |
$128K - $147K
|
23.9K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 26.81% |
$143K - $164K
|
4.89K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.83K- 11.05% |
$146K - $167K
|
14.7K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.02K- 42.78% |
$161K - $184K
|
2.7K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.06K- 30.34% |
$164K - $188K
|
4.73K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.28K- 4.61% |
$182K - $209K
|
47.2K
$4.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.64K- 5.73% |
$211K - $241K
|
43.4K
$3.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 4.14% |
$218K - $250K
|
63.2K
$5.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 3.35% |
$250K - $286K
|
90.2K
$8.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.19K- 5.97% |
$255K - $292K
|
50.2K
$4.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.26K- 23.46% |
$260K - $298K
|
10.6K
$952K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.56K- 15.53% |
$284K - $325K
|
19.4K
$1.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-3.67K- 5.97% |
$293K - $335K
|
57.7K
$5.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.74K- 10.98% |
$298K - $342K
|
30.3K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.77K- 14.68% |
$301K - $345K
|
21.9K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.79K- 8.53% |
$303K - $347K
|
40.7K
$3.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.85K- 8.93% |
$387K - $443K
|
49.4K
$4.42M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.16K- 20.41% |
$411K - $471K
|
20.1K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.32K- 14.42% |
$504K - $578K
|
37.5K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 3.99% |
$520K - $596K
|
157K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.72K- 28.33% |
$696K - $797K
|
22.1K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-10K- 64.93% |
$800K - $916K
|
5.41K
$485K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.2K- 2.85% |
$810K - $928K
|
346K
$30.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 24.03% |
$1.21M - $1.38M
|
47.9K
$4.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-20.5K- 47.78% |
$1.64M - $1.88M
|
22.5K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-22.5K- 6.45% |
$1.79M - $2.05M
|
326K
$29.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.6K- 7.15% |
$1.8M - $2.07M
|
294K
$26.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-25.6K- 16.05% |
$2.05M - $2.34M
|
134K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-30.2K- 36.37% |
$2.41M - $2.76M
|
52.8K
$4.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-37.9K- 14.5% |
$3.03M - $3.47M
|
224K
$20M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-72.9K- 27.17% |
$5.82M - $6.66M
|
195K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-154K- 8.98% |
$12.3M - $14.1M
|
1.56M
$140M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-281K- 33.05% |
$22.4M - $25.7M
|
569K
$50.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-412K- 60.65% |
$32.9M - $37.7M
|
267K
$23.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-431KClosed |
$34.4M - $39.4M
|
0
$0
|