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 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.62K- 13.11% |
$670K - $751K
|
50.5K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.7K- 59.15% |
$677K - $760K
|
5.32K
$495K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-7.91K- 4.51% |
$695K - $780K
|
167K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.04K- 22.74% |
$707K - $793K
|
27.3K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.4K- 4.39% |
$738K - $828K
|
183K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.56K- 60.94% |
$752K - $844K
|
5.49K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.58K- 9.09% |
$754K - $846K
|
85.8K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.88K- 21.76% |
$780K - $876K
|
31.9K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.13K- 12.51% |
$802K - $900K
|
63.8K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.21K- 99.96% |
$809K - $908K
|
4
$373
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.26K- 44.43% |
$814K - $913K
|
11.6K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.27K- 51.28% |
$814K - $914K
|
8.81K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.51K- 30.16% |
$835K - $937K
|
22K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9.76K- 68.64% |
$858K - $963K
|
4.46K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10K- 2.07% |
$881K - $989K
|
475K
$44.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-10.2K- 21.67% |
$895K - $1M
|
36.8K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.2K- 21.61% |
$899K - $1.01M
|
37.1K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-10.3K- 3.51% |
$902K - $1.01M
|
282K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 2.63% |
$920K - $1.03M
|
387K
$36.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11K- 17.72% |
$964K - $1.08M
|
51K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.2K- 11.6% |
$984K - $1.1M
|
85.3K
$7.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.2K- 7.68% |
$986K - $1.11M
|
135K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 2.07% |
$1.01M - $1.13M
|
541K
$50.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.4K- 4.57% |
$1.09M - $1.23M
|
260K
$24.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-13.1K- 26.48% |
$1.15M - $1.29M
|
36.3K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 1.77% |
$1.15M - $1.3M
|
729K
$67.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-13.1K- 42.12% |
$1.15M - $1.3M
|
18.1K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.3K- 7.44% |
$1.16M - $1.31M
|
165K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 1.5% |
$1.2M - $1.34M
|
895K
$83.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.7K- 36.83% |
$1.2M - $1.35M
|
23.5K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-13.7K- 27.36% |
$1.21M - $1.35M
|
36.5K
$3.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-13.9K- 77.04% |
$1.22M - $1.37M
|
4.15K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-14.2K- 23.68% |
$1.25M - $1.4M
|
45.7K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-14.6K- 26.63% |
$1.28M - $1.44M
|
40.2K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.9K- 1.23% |
$1.31M - $1.47M
|
1.2M
$112M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.2K- 9.99% |
$1.34M - $1.5M
|
137K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.5K- 27.11% |
$1.36M - $1.53M
|
41.7K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.7K- 17.58% |
$1.37M - $1.54M
|
73.4K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.9K- 39.78% |
$1.39M - $1.57M
|
24K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-16K- 1.31% |
$1.4M - $1.58M
|
1.2M
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-16.2K- 49.28% |
$1.42M - $1.6M
|
16.7K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16.5K- 33.67% |
$1.45M - $1.62M
|
32.5K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.5K- 14.26% |
$1.45M - $1.63M
|
99.4K
$9.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-17.7K- 15.04% |
$1.55M - $1.74M
|
99.8K
$9.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-17.7K- 4.55% |
$1.56M - $1.75M
|
372K
$34.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.1K- 20.48% |
$1.77M - $1.99M
|
78.2K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20.2K- 44.91% |
$1.78M - $1.99M
|
24.8K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.9K- 55.54% |
$1.84M - $2.06M
|
16.8K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 2.95% |
$1.92M - $2.15M
|
718K
$66.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 26.34% |
$1.98M - $2.22M
|
62.9K
$5.86M
|