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 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 3.46% |
$12.8K - $14.4K
|
4.07K
$379K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-147- 2.23% |
$12.9K - $14.5K
|
6.44K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-147- 2.17% |
$12.9K - $14.5K
|
6.64K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-148- 2.75% |
$13K - $14.6K
|
5.24K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 5.85% |
$13.2K - $14.8K
|
2.41K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-152- 1.94% |
$13.4K - $15K
|
7.68K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 4.53% |
$13.5K - $15.2K
|
3.25K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-156- 0.8% |
$13.7K - $15.4K
|
19.3K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-157- 1.29% |
$13.8K - $15.5K
|
12K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-158- 3.59% |
$13.9K - $15.6K
|
4.25K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-162- 1.01% |
$14.2K - $16K
|
15.9K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-164- 3.31% |
$14.4K - $16.2K
|
4.79K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-168- 0.77% |
$14.8K - $16.6K
|
21.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-168- 1.49% |
$14.8K - $16.6K
|
11.1K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-171- 57.0% |
$15K - $16.9K
|
129
$12K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-172- 2.25% |
$15.1K - $17K
|
7.49K
$697K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 3.86% |
$15.1K - $17K
|
4.29K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-176- 0.23% |
$15.5K - $17.4K
|
76.3K
$7.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-178- 6.59% |
$15.6K - $17.6K
|
2.52K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-179- 1.22% |
$15.7K - $17.6K
|
14.4K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-181- 3.39% |
$15.9K - $17.8K
|
5.15K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 1.24% |
$16.3K - $18.2K
|
14.7K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 0.22% |
$16.8K - $18.8K
|
86.9K
$8.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 3.9% |
$17.6K - $19.7K
|
4.93K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-200- 1.52% |
$17.6K - $19.7K
|
13K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-201- 6.71% |
$17.7K - $19.8K
|
2.8K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-202- 39.45% |
$17.7K - $19.9K
|
310
$28.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-203- 10.96% |
$17.8K - $20K
|
1.65K
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-206- 17.93% |
$18.1K - $20.3K
|
943
$87.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-208- 1.86% |
$18.3K - $20.5K
|
11K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-208- 4.15% |
$18.3K - $20.5K
|
4.81K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-210- 5.0% |
$18.4K - $20.7K
|
3.99K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-211- 2.08% |
$18.5K - $20.8K
|
9.94K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-213- 4.32% |
$18.7K - $21K
|
4.71K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-213- 2.28% |
$18.7K - $21K
|
9.14K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-214- 4.03% |
$18.8K - $21.1K
|
5.09K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-220- 15.34% |
$19.3K - $21.7K
|
1.21K
$113K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-227- 0.32% |
$19.9K - $22.4K
|
71.2K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-229- 8.06% |
$20.1K - $22.6K
|
2.61K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-234- 1.35% |
$20.6K - $23.1K
|
17K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-242- 1.66% |
$21.3K - $23.9K
|
14.3K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-246- 19.98% |
$21.6K - $24.3K
|
985
$91.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-247- 9.79% |
$21.7K - $24.4K
|
2.28K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-248- 6.76% |
$21.8K - $24.5K
|
3.42K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-250- 7.94% |
$22K - $24.7K
|
2.9K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 3.0% |
$22K - $24.7K
|
8.09K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-252- 1.11% |
$22.1K - $24.8K
|
22.5K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-252- 0.94% |
$22.1K - $24.8K
|
26.6K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-254- 6.44% |
$22.3K - $25K
|
3.69K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-260- 1.76% |
$22.8K - $25.6K
|
14.5K
$1.35M
|