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 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
142+ 1.7% |
$12.5K - $14K
|
8.48K
$789K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140New |
$12.3K - $13.8K
|
140
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
139+ 1.56% |
$12.2K - $13.7K
|
9.03K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
139+ 1.41% |
$12.2K - $13.7K
|
9.98K
$929K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 0.51% |
$11.9K - $13.3K
|
26.8K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
134+ 3.88% |
$11.8K - $13.2K
|
3.59K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
134+ 1.36% |
$11.8K - $13.2K
|
9.98K
$929K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
133+ 2.68% |
$11.7K - $13.1K
|
5.1K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
133New |
$11.7K - $13.1K
|
133
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
133+ 0.23% |
$11.7K - $13.1K
|
57.1K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
131+ 0.56% |
$11.5K - $12.9K
|
23.6K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
131+ 4.13% |
$11.5K - $12.9K
|
3.3K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
129New |
$11.3K - $12.7K
|
129
$12K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 2.19% |
$11K - $12.3K
|
5.83K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
122+ 3.61% |
$10.7K - $12K
|
3.5K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
120+ 1.65% |
$10.5K - $11.8K
|
7.41K
$690K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
120+ 0.1% |
$10.5K - $11.8K
|
122K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
115+ 0.88% |
$10.1K - $11.3K
|
13.2K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
109+ 3.13% |
$9.58K - $10.7K
|
3.59K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
109+ 2.0% |
$9.58K - $10.7K
|
5.56K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
107+ 2.41% |
$9.4K - $10.6K
|
4.55K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
103+ 1.39% |
$9.05K - $10.2K
|
7.5K
$698K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 0.85% |
$8.96K - $10.1K
|
12.1K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
102+ 1.86% |
$8.96K - $10.1K
|
5.58K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
101+ 1.31% |
$8.87K - $9.96K
|
7.84K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
99New |
$8.7K - $9.76K
|
99
$9.22K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
94+ 0.07% |
$8.26K - $9.27K
|
143K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
93+ 2.36% |
$8.17K - $9.17K
|
4.03K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
92+ 0.7% |
$8.08K - $9.07K
|
13.2K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 3.43% |
$7.64K - $8.58K
|
2.62K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
86+ 3.24% |
$7.56K - $8.48K
|
2.74K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
86+ 0.37% |
$7.56K - $8.48K
|
23.6K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
85+ 23.94% |
$7.47K - $8.38K
|
440
$41K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
85New |
$7.47K - $8.38K
|
85
$7.92K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
84+ 1.73% |
$7.38K - $8.28K
|
4.94K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
83+ 0.31% |
$7.29K - $8.18K
|
26.9K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
82+ 2.82% |
$7.2K - $8.09K
|
2.99K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
80+ 1.81% |
$7.03K - $7.89K
|
4.51K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
80+ 1.16% |
$7.03K - $7.89K
|
6.96K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80+ 33.06% |
$7.03K - $7.89K
|
322
$30K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
79+ 1.63% |
$6.94K - $7.79K
|
4.94K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 3.49% |
$6.85K - $7.69K
|
2.31K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
78+ 4.14% |
$6.85K - $7.69K
|
1.96K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
77New |
$6.76K - $7.59K
|
77
$7.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
77+ 1.53% |
$6.76K - $7.59K
|
5.11K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
76+ 0.33% |
$6.68K - $7.49K
|
23.2K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
74+ 1.14% |
$6.5K - $7.3K
|
6.58K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
73+ 0.56% |
$6.41K - $7.2K
|
13K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
73+ 0.52% |
$6.41K - $7.2K
|
14.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
73+ 0.28% |
$6.41K - $7.2K
|
26.2K
$2.44M
|