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 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
28+ 0.7% |
$2.46K - $2.76K
|
4.01K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26+ 0.05% |
$2.28K - $2.56K
|
54.6K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26+ 0.6% |
$2.28K - $2.56K
|
4.38K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 0.27% |
$2.2K - $2.47K
|
9.2K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
25+ 0.72% |
$2.2K - $2.47K
|
3.49K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
24+ 0.47% |
$2.11K - $2.37K
|
5.18K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23+ 2.09% |
$2.02K - $2.27K
|
1.12K
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
22+ 0.6% |
$1.93K - $2.17K
|
3.68K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
22New |
$1.93K - $2.17K
|
22
$2.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
20+ 0.88% |
$1.76K - $1.97K
|
2.3K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
19+ 0.22% |
$1.67K - $1.87K
|
8.57K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 2.04% |
$1.67K - $1.87K
|
952
$88.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18New |
$1.58K - $1.77K
|
18
$1.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17+ 0.6% |
$1.49K - $1.68K
|
2.87K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.28% |
$1.41K - $1.58K
|
5.68K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
16+ 0.1% |
$1.41K - $1.58K
|
16.3K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
16+ 0.84% |
$1.41K - $1.58K
|
1.93K
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
14+ 0.28% |
$1.23K - $1.38K
|
5.07K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.77% |
$1.14K - $1.28K
|
746
$69.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13+ 0.52% |
$1.14K - $1.28K
|
2.53K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 1.61% |
$1.14K - $1.28K
|
821
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12+ 0.2% |
$1.05K - $1.18K
|
6.08K
$566K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.14% |
$966 - $1.08K
|
7.94K
$739K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 1.95% |
$966 - $1.08K
|
576
$53.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$966 - $1.08K
|
11
$1.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.07% |
$966 - $1.08K
|
16.3K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
11+ 1.27% |
$966 - $1.08K
|
877
$81.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.18% |
$966 - $1.08K
|
6.29K
$586K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
10+ 0.18% |
$879 - $986
|
5.44K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 2.73% |
$791 - $887
|
339
$31.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.83% |
$791 - $887
|
1.09K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
9+ 0.01% |
$791 - $887
|
153K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.39% |
$791 - $887
|
2.32K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$703 - $789
|
8
$745
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
8+ 0.06% |
$703 - $789
|
12.8K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.26% |
$703 - $789
|
3.08K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 1.75% |
$703 - $789
|
466
$43.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
7+ 0.06% |
$615 - $690
|
12.7K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6+ 0.17% |
$527 - $592
|
3.6K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
6New |
$527 - $592
|
6
$559
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 1.4% |
$439 - $493
|
362
$33.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.89% |
$439 - $493
|
566
$52.7K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$439 - $493
|
4.88K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.46% |
$439 - $493
|
1.09K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.13% |
$439 - $493
|
3.72K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 0.57% |
$439 - $493
|
885
$82.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5+ 0.13% |
$439 - $493
|
3.85K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.52% |
$439 - $493
|
973
$90.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$351 - $394
|
4.41K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4+ 0.04% |
$351 - $394
|
10.4K
$972K
|