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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-715- 2.43% |
$62.8K - $70.5K
|
28.7K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-723- 1.57% |
$63.5K - $71.3K
|
45.3K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-724- 3.67% |
$63.6K - $71.4K
|
19K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-725- 5.1% |
$63.7K - $71.5K
|
13.5K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-725- 3.2% |
$63.7K - $71.5K
|
21.9K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-726- 6.26% |
$63.8K - $71.6K
|
10.9K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-734- 20.07% |
$64.5K - $72.4K
|
2.92K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-734- 3.08% |
$64.5K - $72.4K
|
23.1K
$2.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-737- 9.6% |
$64.7K - $72.7K
|
6.94K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-737- 2.96% |
$64.7K - $72.7K
|
24.2K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-752- 0.61% |
$66.1K - $74.1K
|
123K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-768- 21.09% |
$67.5K - $75.7K
|
2.87K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-778- 5.21% |
$68.3K - $76.7K
|
14.2K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-801- 10.14% |
$70.4K - $79K
|
7.1K
$661K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-803- 18.06% |
$70.5K - $79.2K
|
3.64K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-808- 4.6% |
$71K - $79.7K
|
16.7K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-814- 6.56% |
$71.5K - $80.3K
|
11.6K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-836- 2.17% |
$73.4K - $82.4K
|
37.6K
$3.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-865- 31.14% |
$76K - $85.3K
|
1.91K
$178K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-877- 11.44% |
$77K - $86.5K
|
6.79K
$632K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-885- 10.45% |
$77.7K - $87.3K
|
7.59K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-890- 39.14% |
$78.2K - $87.8K
|
1.38K
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-893- 0.61% |
$78.5K - $88K
|
146K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-906- 1.77% |
$79.6K - $89.3K
|
50.1K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-910- 4.8% |
$79.9K - $89.7K
|
18.1K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-915- 2.41% |
$80.4K - $90.2K
|
37K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-916- 1.96% |
$80.5K - $90.3K
|
45.8K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-918- 16.07% |
$80.6K - $90.5K
|
4.79K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-920- 1.94% |
$80.8K - $90.7K
|
46.6K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-925- 4.38% |
$81.3K - $91.2K
|
20.2K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-943- 2.98% |
$82.8K - $93K
|
30.7K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-946- 1.76% |
$83.1K - $93.3K
|
52.8K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-953- 4.4% |
$83.7K - $94K
|
20.7K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-962- 4.15% |
$84.5K - $94.9K
|
22.2K
$2.07M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-975- 19.06% |
$85.7K - $96.1K
|
4.14K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-977- 10.96% |
$85.8K - $96.3K
|
7.94K
$739K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-979- 21.74% |
$86K - $96.5K
|
3.52K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-986- 19.23% |
$86.6K - $97.2K
|
4.14K
$386K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-988- 0.51% |
$86.8K - $97.4K
|
192K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-991- 7.1% |
$87.1K - $97.7K
|
13K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-997- 9.53% |
$87.6K - $98.3K
|
9.47K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.02K- 12.28% |
$89.9K - $101K
|
7.31K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.02K- 3.39% |
$90K - $101K
|
29.2K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.03K- 11.52% |
$90.4K - $101K
|
7.91K
$736K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.04K- 10.01% |
$90.9K - $102K
|
9.31K
$867K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 6.33% |
$91.5K - $103K
|
15.4K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.05K- 30.29% |
$91.8K - $103K
|
2.41K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.05K- 9.73% |
$92.6K - $104K
|
9.78K
$910K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.07K- 4.24% |
$94.2K - $106K
|
24.2K
$2.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.07K- 0.3% |
$94.4K - $106K
|
351K
$32.7M
|