Purchases and Sales Made in Q4 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.52K+ 19.49% |
$133K - $150K
|
9.31K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.5KNew |
$132K - $148K
|
1.5K
$134K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.49K+ 49.13% |
$131K - $147K
|
4.53K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.48K+ 42.79% |
$130K - $146K
|
4.95K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.29% |
$129K - $145K
|
65.8K
$5.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.47K+ 1.78% |
$129K - $145K
|
84.4K
$7.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 5.38% |
$128K - $143K
|
28.4K
$2.54M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.45K+ 144900.0% |
$127K - $143K
|
1.45K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.44K+ 4.96% |
$126K - $142K
|
30.4K
$2.71M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.43K+ 20.23% |
$126K - $141K
|
8.52K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.43K+ 18.9% |
$126K - $141K
|
9K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.43K+ 12.04% |
$125K - $141K
|
13.3K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.39K+ 13.17% |
$122K - $137K
|
12K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 4.9% |
$122K - $137K
|
29.6K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.38K+ 5.74% |
$121K - $136K
|
25.4K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.38K+ 0.46% |
$121K - $136K
|
299K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.37K+ 2.51% |
$120K - $135K
|
55.9K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.37K+ 19.15% |
$120K - $135K
|
8.5K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.36K+ 12.66% |
$119K - $134K
|
12.1K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.36K+ 5.5% |
$119K - $134K
|
26K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.34KNew |
$118K - $133K
|
1.34K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$118K - $132K
|
1.34K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.32K+ 8.96% |
$116K - $131K
|
16.1K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.3K+ 14.44% |
$114K - $128K
|
10.3K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.29K+ 10.32% |
$113K - $127K
|
13.8K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.27K+ 2.71% |
$112K - $125K
|
48.2K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.26K+ 38.32% |
$111K - $124K
|
4.56K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.26KNew |
$111K - $124K
|
1.26K
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.25K+ 5.43% |
$110K - $123K
|
24.3K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.25K+ 1.91% |
$109K - $123K
|
66.6K
$5.95M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.24K+ 11.0% |
$109K - $122K
|
12.5K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.23K+ 1.56% |
$108K - $121K
|
80.1K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.23K+ 3.13% |
$108K - $121K
|
40.4K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.23KNew |
$108K - $121K
|
1.23K
$109K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.21KNew |
$106K - $119K
|
1.21K
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.2KNew |
$105K - $118K
|
1.2K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.19K+ 2.21% |
$105K - $118K
|
55.2K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.19K+ 2.84% |
$104K - $117K
|
43.1K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.17K+ 2.75% |
$103K - $116K
|
43.8K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.17K+ 21.69% |
$103K - $115K
|
6.57K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.14K+ 0.8% |
$100K - $113K
|
145K
$12.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.14K+ 4.72% |
$100K - $113K
|
25.4K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.14K+ 1.65% |
$99.7K - $112K
|
70K
$6.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.13K+ 2.4% |
$99.5K - $112K
|
48.4K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$98.9K - $111K
|
1.13K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.13K+ 0.7% |
$98.8K - $111K
|
162K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
1.12K+ 1.59% |
$98.2K - $110K
|
71.4K
$6.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.12KNew |
$98K - $110K
|
1.12K
$99.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.11K+ 9.46% |
$97.7K - $110K
|
12.9K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.11K+ 0.14% |
$97.2K - $109K
|
793K
$70.8M
|