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 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
73New |
$6.41K - $7.2K
|
73
$6.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
72+ 1.8% |
$6.33K - $7.1K
|
4.07K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 21.24% |
$6.33K - $7.1K
|
411
$38.3K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
68+ 2.48% |
$5.97K - $6.7K
|
2.81K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
67+ 1.29% |
$5.89K - $6.61K
|
5.24K
$488K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
65+ 1.79% |
$5.71K - $6.41K
|
3.7K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
64+ 2.12% |
$5.62K - $6.31K
|
3.09K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
64+ 0.78% |
$5.62K - $6.31K
|
8.27K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
64+ 1.82% |
$5.62K - $6.31K
|
3.59K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
63+ 1.52% |
$5.53K - $6.21K
|
4.22K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
63+ 1.1% |
$5.53K - $6.21K
|
5.82K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
62+ 2.59% |
$5.45K - $6.11K
|
2.46K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.47% |
$5.36K - $6.01K
|
4.22K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
60+ 3.91% |
$5.27K - $5.92K
|
1.59K
$148K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60+ 2.61% |
$5.27K - $5.92K
|
2.36K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
59+ 2.61% |
$5.18K - $5.82K
|
2.32K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
58+ 2.12% |
$5.1K - $5.72K
|
2.79K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
57+ 0.9% |
$5.01K - $5.62K
|
6.38K
$594K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
57+ 0.66% |
$5.01K - $5.62K
|
8.64K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
57New |
$5.01K - $5.62K
|
57
$5.31K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
55+ 0.11% |
$4.83K - $5.42K
|
51.9K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55+ 3.39% |
$4.83K - $5.42K
|
1.68K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
54+ 0.24% |
$4.74K - $5.32K
|
22.2K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
53+ 0.41% |
$4.66K - $5.23K
|
13.1K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
51+ 1.8% |
$4.48K - $5.03K
|
2.89K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 0.33% |
$4.39K - $4.93K
|
15.2K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$4.39K - $4.93K
|
50
$4.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
50+ 0.28% |
$4.39K - $4.93K
|
17.7K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49+ 0.11% |
$4.3K - $4.83K
|
44.8K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$4.3K - $4.83K
|
49
$4.56K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
48+ 2.63% |
$4.22K - $4.73K
|
1.88K
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
48+ 0.46% |
$4.22K - $4.73K
|
10.6K
$986K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 9.33% |
$4.13K - $4.63K
|
551
$51.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
46+ 1.78% |
$4.04K - $4.54K
|
2.63K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 1.68% |
$3.95K - $4.44K
|
2.72K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 0.25% |
$3.78K - $4.24K
|
17K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
42+ 1.68% |
$3.69K - $4.14K
|
2.55K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
40+ 0.87% |
$3.51K - $3.94K
|
4.65K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 0.88% |
$3.51K - $3.94K
|
4.61K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38+ 1.46% |
$3.34K - $3.75K
|
2.64K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37+ 0.15% |
$3.25K - $3.65K
|
24.6K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$3.07K - $3.45K
|
24.4K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 1.04% |
$3.07K - $3.45K
|
3.4K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 6.38% |
$3.07K - $3.45K
|
584
$54.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 1.5% |
$2.99K - $3.35K
|
2.3K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
34New |
$2.99K - $3.35K
|
34
$3.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$2.9K - $3.25K
|
33
$3.07K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
31+ 1.15% |
$2.72K - $3.06K
|
2.74K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.89% |
$2.64K - $2.96K
|
3.4K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$2.79K
|