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 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
781+ 16.01% |
$62.3K - $71.4K
|
5.66K
$525K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
780+ 5.41% |
$62.2K - $71.3K
|
15.2K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
778+ 6.62% |
$62.1K - $71.1K
|
12.5K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
772+ 7.12% |
$61.6K - $70.6K
|
11.6K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
771+ 1.93% |
$61.5K - $70.5K
|
40.7K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
754+ 3.06% |
$60.2K - $68.9K
|
25.4K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
753+ 4.47% |
$60.1K - $68.8K
|
17.6K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
751+ 23.27% |
$59.9K - $68.7K
|
3.98K
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
734+ 8.91% |
$58.6K - $67.1K
|
8.98K
$833K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
733+ 25.22% |
$58.5K - $67K
|
3.64K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
728+ 0.72% |
$58.1K - $66.6K
|
102K
$9.45M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
728+ 2.67% |
$58.1K - $66.6K
|
28K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
727+ 6.16% |
$58K - $66.5K
|
12.5K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
722+ 1.85% |
$57.6K - $66K
|
39.7K
$3.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
706+ 2.2% |
$56.3K - $64.5K
|
32.8K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
695+ 7.45% |
$55.5K - $63.5K
|
10K
$930K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
694+ 4.89% |
$55.4K - $63.4K
|
14.9K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
694+ 2.22% |
$55.4K - $63.4K
|
31.9K
$2.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
684+ 1.73% |
$54.6K - $62.5K
|
40.3K
$3.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
679+ 8.34% |
$54.2K - $62.1K
|
8.82K
$818K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
673+ 13.84% |
$53.7K - $61.5K
|
5.53K
$514K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
663+ 1.95% |
$52.9K - $60.6K
|
34.7K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
646+ 0.86% |
$51.5K - $59.1K
|
76.2K
$7.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
645+ 27.37% |
$51.5K - $59K
|
3K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
619+ 0.09% |
$49.4K - $56.6K
|
658K
$61M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
618+ 1.77% |
$49.3K - $56.5K
|
35.6K
$3.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
613+ 1.41% |
$48.9K - $56K
|
44K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
611+ 2.49% |
$48.8K - $55.9K
|
25.2K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
595+ 0.76% |
$47.5K - $54.4K
|
79.3K
$7.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
595+ 8.29% |
$47.5K - $54.4K
|
7.77K
$721K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
593+ 3.83% |
$47.3K - $54.2K
|
16.1K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
592New |
$47.2K - $54.1K
|
592
$54.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
580+ 3.77% |
$46.3K - $53K
|
16K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
568+ 3.49% |
$45.3K - $51.9K
|
16.8K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
561+ 9.93% |
$44.8K - $51.3K
|
6.21K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
561+ 2.09% |
$44.8K - $51.3K
|
27.5K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
555+ 2.09% |
$44.3K - $50.7K
|
27.1K
$2.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
542+ 1.63% |
$43.2K - $49.5K
|
33.8K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
523+ 3.59% |
$41.7K - $47.8K
|
15.1K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
519+ 1.77% |
$41.4K - $47.4K
|
29.9K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
519+ 0.88% |
$41.4K - $47.4K
|
59.2K
$5.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
510+ 5.34% |
$40.7K - $46.6K
|
10.1K
$933K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
510+ 12.28% |
$40.7K - $46.6K
|
4.66K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
495+ 2.82% |
$39.5K - $45.3K
|
18.1K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
493+ 0.98% |
$39.3K - $45.1K
|
50.7K
$4.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
492+ 4.69% |
$39.3K - $45K
|
11K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
483+ 1.1% |
$38.5K - $44.2K
|
44.3K
$4.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
477+ 10.14% |
$38.1K - $43.6K
|
5.18K
$481K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
475+ 5.06% |
$37.9K - $43.4K
|
9.86K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
470+ 0.94% |
$37.5K - $43K
|
50.7K
$4.7M
|