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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-425- 98.61% |
$37.3K - $41.9K
|
6
$559
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-426- 2.59% |
$37.4K - $42K
|
16K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-430- 0.48% |
$37.8K - $42.4K
|
88.6K
$8.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-432- 2.65% |
$38K - $42.6K
|
15.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-445- 2.2% |
$39.1K - $43.9K
|
19.8K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-454- 0.43% |
$39.9K - $44.8K
|
104K
$9.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-460- 2.28% |
$40.4K - $45.4K
|
19.7K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-464- 13.06% |
$40.8K - $45.8K
|
3.09K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-475- 5.74% |
$41.7K - $46.8K
|
7.8K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-478- 4.9% |
$42K - $47.1K
|
9.27K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-478- 8.6% |
$42K - $47.1K
|
5.08K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-487- 10.98% |
$42.8K - $48K
|
3.95K
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-488- 10.43% |
$42.9K - $48.1K
|
4.19K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-488- 13.84% |
$42.9K - $48.1K
|
3.04K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-490- 3.65% |
$43K - $48.3K
|
12.9K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-494- 10.29% |
$43.4K - $48.7K
|
4.31K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-497- 27.37% |
$43.7K - $49K
|
1.32K
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-504- 2.03% |
$44.3K - $49.7K
|
24.3K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-510- 4.28% |
$44.8K - $50.3K
|
11.4K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-513- 2.21% |
$45.1K - $50.6K
|
22.7K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-513- 14.76% |
$45.1K - $50.6K
|
2.96K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-514- 2.4% |
$45.2K - $50.7K
|
20.9K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-520- 8.32% |
$45.7K - $51.3K
|
5.73K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-523- 80.34% |
$45.9K - $51.6K
|
128
$11.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-537- 5.9% |
$47.2K - $52.9K
|
8.56K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-556- 1.1% |
$48.8K - $54.8K
|
50K
$4.66M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-565- 1.97% |
$49.6K - $55.7K
|
28.2K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-570- 4.61% |
$50.1K - $56.2K
|
11.8K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-575- 4.59% |
$50.5K - $56.7K
|
11.9K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-582- 97.65% |
$51.1K - $57.4K
|
14
$1.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-582- 97.65% |
$51.1K - $57.4K
|
14
$1.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 17.0% |
$52.7K - $59.2K
|
2.93K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-606- 3.07% |
$53.2K - $59.8K
|
19.1K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-619- 20.63% |
$54.4K - $61K
|
2.38K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-622- 10.68% |
$54.6K - $61.3K
|
5.2K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-623- 6.97% |
$54.7K - $61.4K
|
8.31K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-634- 7.08% |
$55.7K - $62.5K
|
8.32K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-661- 9.19% |
$58.1K - $65.2K
|
6.53K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-664- 11.48% |
$58.3K - $65.5K
|
5.12K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-675- 3.31% |
$59.3K - $66.6K
|
19.7K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-676- 6.37% |
$59.4K - $66.7K
|
9.94K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-677- 15.45% |
$59.5K - $66.8K
|
3.71K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-690- 0.89% |
$60.6K - $68K
|
76.6K
$7.14M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-695- 10.87% |
$61.1K - $68.5K
|
5.7K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-698- 10.48% |
$61.3K - $68.8K
|
5.96K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-700- 19.06% |
$61.5K - $69K
|
2.97K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-700- 3.92% |
$61.5K - $69K
|
17.1K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-701- 5.5% |
$61.6K - $69.1K
|
12K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-702- 1.43% |
$61.7K - $69.2K
|
48.6K
$4.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-713- 0.62% |
$62.6K - $70.3K
|
114K
$10.6M
|