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 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-67- 0.17% |
$5.89K - $6.61K
|
39.6K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-68- 2.2% |
$5.97K - $6.7K
|
3.02K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 0.44% |
$5.97K - $6.7K
|
15.3K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 0.24% |
$6.15K - $6.9K
|
29.7K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-73- 0.8% |
$6.41K - $7.2K
|
9.08K
$846K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-74- 2.54% |
$6.5K - $7.3K
|
2.84K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-74- 1.81% |
$6.5K - $7.3K
|
4.01K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 0.91% |
$6.59K - $7.4K
|
8.2K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-77- 23.12% |
$6.76K - $7.59K
|
256
$23.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-78- 1.16% |
$6.85K - $7.69K
|
6.63K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-80- 1.29% |
$7.03K - $7.89K
|
6.13K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-80- 2.65% |
$7.03K - $7.89K
|
2.94K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-81- 0.13% |
$7.12K - $7.99K
|
60.5K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-81- 1.51% |
$7.12K - $7.99K
|
5.29K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-83- 0.43% |
$7.29K - $8.18K
|
19K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-85- 0.23% |
$7.47K - $8.38K
|
37.4K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-87- 1.23% |
$7.64K - $8.58K
|
7.01K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-90- 1.55% |
$7.91K - $8.87K
|
5.71K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-92- 1.09% |
$8.08K - $9.07K
|
8.32K
$775K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-95- 30.16% |
$8.35K - $9.37K
|
220
$20.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-98- 4.04% |
$8.61K - $9.66K
|
2.33K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-99- 38.82% |
$8.7K - $9.76K
|
156
$14.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 1.74% |
$8.79K - $9.86K
|
5.66K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-100- 0.97% |
$8.79K - $9.86K
|
10.2K
$950K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 3.55% |
$8.79K - $9.86K
|
2.72K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-100- 1.31% |
$8.79K - $9.86K
|
7.51K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-100- 3.32% |
$8.79K - $9.86K
|
2.91K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-100- 1.2% |
$8.79K - $9.86K
|
8.21K
$764K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 2.08% |
$8.79K - $9.86K
|
4.7K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-102- 1.07% |
$8.96K - $10.1K
|
9.47K
$882K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-104- 0.74% |
$9.14K - $10.3K
|
14K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-104- 28.57% |
$9.14K - $10.3K
|
260
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-105- 17.07% |
$9.22K - $10.4K
|
510
$47.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-106- 3.21% |
$9.31K - $10.5K
|
3.2K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-111- 0.76% |
$9.75K - $10.9K
|
14.6K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-117- 0.26% |
$10.3K - $11.5K
|
45.7K
$4.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-122- 45.19% |
$10.7K - $12K
|
148
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-122- 0.27% |
$10.7K - $12K
|
45.8K
$4.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-129- 0.66% |
$11.3K - $12.7K
|
19.4K
$1.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-130- 31.86% |
$11.4K - $12.8K
|
278
$25.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-131- 5.02% |
$11.5K - $12.9K
|
2.48K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-132- 4.52% |
$11.6K - $13K
|
2.79K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-135- 0.29% |
$11.9K - $13.3K
|
45.7K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-136- 4.07% |
$11.9K - $13.4K
|
3.21K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-139- 0.26% |
$12.2K - $13.7K
|
52.8K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-142- 0.19% |
$12.5K - $14K
|
76K
$7.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-142- 10.73% |
$12.5K - $14K
|
1.18K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-143- 30.89% |
$12.6K - $14.1K
|
320
$29.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-145- 1.13% |
$12.7K - $14.3K
|
12.7K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-145- 3.79% |
$12.7K - $14.3K
|
3.68K
$342K
|