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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
263+ 5.42% |
$23.1K - $25.9K
|
5.11K
$476K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
262+ 1.05% |
$23K - $25.8K
|
25.1K
$2.34M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
261New |
$22.9K - $25.7K
|
261
$24.3K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
258+ 1.7% |
$22.7K - $25.4K
|
15.5K
$1.44M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
256+ 0.08% |
$22.5K - $25.2K
|
340K
$31.7M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
256+ 122.49% |
$22.5K - $25.2K
|
465
$43.3K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
255New |
$22.4K - $25.1K
|
255
$23.7K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
245+ 1.0% |
$21.5K - $24.2K
|
24.7K
$2.3M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
242+ 9.86% |
$21.3K - $23.9K
|
2.7K
$251K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
242+ 32.05% |
$21.3K - $23.9K
|
997
$92.9K
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
232+ 7.25% |
$20.4K - $22.9K
|
3.43K
$320K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
232+ 5.1% |
$20.4K - $22.9K
|
4.78K
$445K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
230+ 9.43% |
$20.2K - $22.7K
|
2.67K
$249K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
229New |
$20.1K - $22.6K
|
229
$21.3K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 1.91% |
$20K - $22.5K
|
12.2K
$1.14M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
227+ 0.86% |
$19.9K - $22.4K
|
26.5K
$2.47M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
227+ 0.7% |
$19.9K - $22.4K
|
32.8K
$3.05M
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
227+ 0.81% |
$19.9K - $22.4K
|
28.2K
$2.62M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
227New |
$19.9K - $22.4K
|
227
$21.1K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$21K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$21K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
225+ 3.64% |
$19.8K - $22.2K
|
6.41K
$597K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 0.26% |
$19.7K - $22.1K
|
85.9K
$8M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
224+ 70.0% |
$19.7K - $22.1K
|
544
$50.7K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
220+ 4.84% |
$19.3K - $21.7K
|
4.77K
$444K
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
219+ 0.31% |
$19.2K - $21.6K
|
70.6K
$6.58M
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
218+ 9.04% |
$19.2K - $21.5K
|
2.63K
$245K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
218+ 9.41% |
$19.2K - $21.5K
|
2.53K
$236K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
209+ 0.99% |
$18.4K - $20.6K
|
21.4K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 0.75% |
$17.6K - $19.7K
|
27K
$2.51M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
199New |
$17.5K - $19.6K
|
199
$18.5K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
195+ 6.43% |
$17.1K - $19.2K
|
3.23K
$301K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
195+ 0.86% |
$17.1K - $19.2K
|
22.8K
$2.12M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
184+ 2.68% |
$16.2K - $18.1K
|
7.05K
$656K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
183+ 1.81% |
$16.1K - $18K
|
10.3K
$959K
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
182+ 3.11% |
$16K - $17.9K
|
6.04K
$562K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
179+ 22.38% |
$15.7K - $17.6K
|
979
$91.2K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
177+ 1.97% |
$15.5K - $17.5K
|
9.16K
$853K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
175+ 2.99% |
$15.4K - $17.3K
|
6.03K
$562K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
175New |
$15.4K - $17.3K
|
175
$16.3K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
173+ 1.9% |
$15.2K - $17.1K
|
9.3K
$866K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
173+ 6.71% |
$15.2K - $17.1K
|
2.75K
$256K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
172+ 12.35% |
$15.1K - $17K
|
1.57K
$146K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
171New |
$15K - $16.9K
|
171
$15.9K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
170New |
$14.9K - $16.8K
|
170
$15.8K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
168+ 1.2% |
$14.8K - $16.6K
|
14.1K
$1.31M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
163+ 73.09% |
$14.3K - $16.1K
|
386
$35.9K
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
163+ 1.53% |
$14.3K - $16.1K
|
10.8K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
161+ 7.69% |
$14.1K - $15.9K
|
2.26K
$210K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
156+ 1.19% |
$13.7K - $15.4K
|
13.3K
$1.24M
|