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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
994+ 3.37% |
$87.3K - $98K
|
30.5K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
988+ 6.11% |
$86.8K - $97.4K
|
17.1K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
979+ 3.01% |
$86K - $96.5K
|
33.5K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
968+ 10.58% |
$85K - $95.4K
|
10.1K
$942K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
968+ 0.83% |
$85K - $95.4K
|
118K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
960New |
$84.3K - $94.7K
|
960
$89.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
940+ 6.22% |
$82.6K - $92.7K
|
16K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
938+ 45.49% |
$82.4K - $92.5K
|
3K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
928+ 2.62% |
$81.5K - $91.5K
|
36.3K
$3.38M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
918+ 0.85% |
$80.6K - $90.5K
|
109K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
915+ 8.56% |
$80.4K - $90.2K
|
11.6K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
914New |
$80.3K - $90.1K
|
914
$85.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
912+ 23.57% |
$80.1K - $89.9K
|
4.78K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
900+ 0.43% |
$79.1K - $88.7K
|
211K
$19.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
886New |
$77.8K - $87.4K
|
886
$82.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
885+ 1.04% |
$77.7K - $87.3K
|
85.8K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
882+ 6.96% |
$77.5K - $87K
|
13.6K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
882+ 1.81% |
$77.5K - $87K
|
49.7K
$4.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
879+ 26.08% |
$77.2K - $86.7K
|
4.25K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
873+ 1.13% |
$76.7K - $86.1K
|
77.9K
$7.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
873+ 0.8% |
$76.7K - $86.1K
|
110K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
855+ 3.98% |
$75.1K - $84.3K
|
22.3K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
847+ 0.47% |
$74.4K - $83.5K
|
179K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
845+ 1.15% |
$74.2K - $83.3K
|
74.4K
$6.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
842+ 1.34% |
$74K - $83K
|
63.7K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
827+ 29.72% |
$72.7K - $81.5K
|
3.61K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
813+ 4.41% |
$71.4K - $80.2K
|
19.3K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
801+ 21.87% |
$70.4K - $79K
|
4.46K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
791+ 4.65% |
$69.5K - $78K
|
17.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
787+ 12.02% |
$69.1K - $77.6K
|
7.33K
$683K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
781+ 31.85% |
$68.6K - $77K
|
3.23K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
762+ 1.19% |
$66.9K - $75.1K
|
64.7K
$6.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
750+ 53.04% |
$65.9K - $74K
|
2.16K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
749+ 6.49% |
$65.8K - $73.9K
|
12.3K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
747+ 7.08% |
$65.6K - $73.7K
|
11.3K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
739+ 8.59% |
$64.9K - $72.9K
|
9.34K
$870K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
732+ 5.75% |
$64.3K - $72.2K
|
13.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
728New |
$64K - $71.8K
|
728
$67.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
718+ 3.26% |
$63.1K - $70.8K
|
22.8K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
711+ 6.47% |
$62.5K - $70.1K
|
11.7K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
702+ 4.52% |
$61.7K - $69.2K
|
16.2K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
693+ 8.42% |
$60.9K - $68.3K
|
8.92K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
693+ 11.65% |
$60.9K - $68.3K
|
6.64K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
687+ 2.47% |
$60.4K - $67.7K
|
28.5K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
685+ 3.7% |
$60.2K - $67.5K
|
19.2K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
682+ 2.06% |
$59.9K - $67.2K
|
33.8K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
678+ 17.7% |
$59.6K - $66.9K
|
4.51K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
676New |
$59.4K - $66.7K
|
676
$63K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
670+ 15.42% |
$58.9K - $66.1K
|
5.01K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
659+ 3.0% |
$57.9K - $65K
|
22.6K
$2.11M
|