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 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
654+ 30.24% |
$57.5K - $64.5K
|
2.82K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
643+ 2.14% |
$56.5K - $63.4K
|
30.7K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
635+ 2.12% |
$55.8K - $62.6K
|
30.6K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
616New |
$54.1K - $60.7K
|
616
$57.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
607+ 1.78% |
$53.3K - $59.9K
|
34.8K
$3.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
606+ 5.43% |
$53.2K - $59.8K
|
11.8K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
606+ 6.22% |
$53.2K - $59.8K
|
10.4K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
601+ 3.46% |
$52.8K - $59.3K
|
18K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
600+ 18.65% |
$52.7K - $59.2K
|
3.82K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
599+ 7.85% |
$52.6K - $59.1K
|
8.23K
$766K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
598+ 6.15% |
$52.5K - $59K
|
10.3K
$962K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
585+ 21.08% |
$51.4K - $57.7K
|
3.36K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
582+ 19.61% |
$51.1K - $57.4K
|
3.55K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
574+ 8.29% |
$50.4K - $56.6K
|
7.5K
$698K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
568+ 4.79% |
$49.9K - $56K
|
12.4K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
559+ 2.64% |
$49.1K - $55.1K
|
21.8K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
549+ 13.8% |
$48.2K - $54.1K
|
4.53K
$422K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
548+ 9.44% |
$48.1K - $54K
|
6.35K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
541+ 7.2% |
$47.5K - $53.3K
|
8.06K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
539+ 2.0% |
$47.4K - $53.1K
|
27.5K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
538New |
$47.3K - $53K
|
538
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
534+ 4.26% |
$46.9K - $52.7K
|
13.1K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
532+ 2.05% |
$46.7K - $52.5K
|
26.4K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
532+ 17.81% |
$46.7K - $52.5K
|
3.52K
$328K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
531+ 14.26% |
$46.6K - $52.4K
|
4.25K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
514New |
$45.2K - $50.7K
|
514
$47.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
513+ 6.6% |
$45.1K - $50.6K
|
8.28K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
509+ 7.94% |
$44.7K - $50.2K
|
6.92K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
507+ 18.91% |
$44.5K - $50K
|
3.19K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
499+ 4.37% |
$43.8K - $49.2K
|
11.9K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
498+ 19.15% |
$43.7K - $49.1K
|
3.1K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
494+ 531.18% |
$43.4K - $48.7K
|
587
$54.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
480+ 3.97% |
$42.2K - $47.3K
|
12.6K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
475New |
$41.7K - $46.8K
|
475
$44.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
470+ 19.11% |
$41.3K - $46.3K
|
2.93K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
464New |
$40.8K - $45.8K
|
464
$43.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
464+ 0.64% |
$40.8K - $45.8K
|
72.5K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
461+ 0.33% |
$40.5K - $45.5K
|
140K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
458+ 2.15% |
$40.2K - $45.2K
|
21.8K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
451+ 47.88% |
$39.6K - $44.5K
|
1.39K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 432.69% |
$39.5K - $44.4K
|
554
$51.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
448+ 6.42% |
$39.4K - $44.2K
|
7.43K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447+ 32.04% |
$39.3K - $44.1K
|
1.84K
$172K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
445+ 1.6% |
$39.1K - $43.9K
|
28.2K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
441+ 5.34% |
$38.7K - $43.5K
|
8.71K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
440+ 81.18% |
$38.7K - $43.4K
|
982
$91.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
439+ 0.66% |
$38.6K - $43.3K
|
66.5K
$6.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
434+ 1.77% |
$38.1K - $42.8K
|
24.9K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
430+ 2.45% |
$37.8K - $42.4K
|
18K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
430+ 6.25% |
$37.8K - $42.4K
|
7.31K
$681K
|