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 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
415+ 177.35% |
$36.5K - $40.9K
|
649
$60.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
415+ 14.74% |
$36.5K - $40.9K
|
3.23K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
410+ 5.26% |
$36K - $40.4K
|
8.21K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
392+ 2.79% |
$34.4K - $38.7K
|
14.5K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
381New |
$33.5K - $37.6K
|
381
$35.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
379+ 7.92% |
$33.3K - $37.4K
|
5.17K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
377+ 4.13% |
$33.1K - $37.2K
|
9.5K
$885K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
372+ 2.33% |
$32.7K - $36.7K
|
16.3K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
371+ 6.76% |
$32.6K - $36.6K
|
5.86K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
370+ 5.37% |
$32.5K - $36.5K
|
7.27K
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
350+ 3.2% |
$30.7K - $34.5K
|
11.3K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
347+ 10.58% |
$30.5K - $34.2K
|
3.63K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
340+ 9.67% |
$29.9K - $33.5K
|
3.86K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
331+ 13.46% |
$29.1K - $32.6K
|
2.79K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
330+ 1.0% |
$29K - $32.5K
|
33.3K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
327+ 4.74% |
$28.7K - $32.2K
|
7.22K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
323+ 5.46% |
$28.4K - $31.8K
|
6.24K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
321+ 2.63% |
$28.2K - $31.7K
|
12.5K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
318+ 2.64% |
$27.9K - $31.4K
|
12.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
317+ 1.36% |
$27.8K - $31.3K
|
23.6K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
316+ 4.61% |
$27.8K - $31.2K
|
7.18K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
315+ 1.34% |
$27.7K - $31.1K
|
23.8K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
315+ 2.26% |
$27.7K - $31.1K
|
14.2K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
315+ 0.86% |
$27.7K - $31.1K
|
36.9K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
311+ 9.59% |
$27.3K - $30.7K
|
3.55K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
310+ 2.43% |
$27.2K - $30.6K
|
13.1K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
307+ 6.69% |
$27K - $30.3K
|
4.9K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
305New |
$26.8K - $30.1K
|
305
$28.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
302+ 0.37% |
$26.5K - $29.8K
|
81.8K
$7.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
301+ 3.47% |
$26.4K - $29.7K
|
8.97K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300New |
$26.4K - $29.6K
|
300
$27.9K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
300+ 6.57% |
$26.4K - $29.6K
|
4.87K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
297New |
$26.1K - $29.3K
|
297
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
295+ 12.19% |
$25.9K - $29.1K
|
2.72K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
292+ 1.04% |
$25.7K - $28.8K
|
28.4K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
291New |
$25.6K - $28.7K
|
291
$27.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
291+ 1.88% |
$25.6K - $28.7K
|
15.8K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
290+ 0.98% |
$25.5K - $28.6K
|
29.9K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
288New |
$25.3K - $28.4K
|
288
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
288+ 3.85% |
$25.3K - $28.4K
|
7.78K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
287+ 1.23% |
$25.2K - $28.3K
|
23.6K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
282+ 5.56% |
$24.8K - $27.8K
|
5.35K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
281+ 12.72% |
$24.7K - $27.7K
|
2.49K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
280+ 1.42% |
$24.6K - $27.6K
|
20.1K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
280+ 2.07% |
$24.6K - $27.6K
|
13.8K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
275+ 4.42% |
$24.2K - $27.1K
|
6.5K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
275+ 6.25% |
$24.2K - $27.1K
|
4.68K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
267+ 3.51% |
$23.5K - $26.3K
|
7.87K
$733K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
267+ 2.27% |
$23.5K - $26.3K
|
12K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
264+ 0.44% |
$23.2K - $26K
|
60.8K
$5.66M
|