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 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
20.1K+ 12.7% |
$1.76M - $1.98M
|
178K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
20K+ 9.08% |
$1.75M - $1.97M
|
240K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.9K+ 7.99% |
$1.75M - $1.96M
|
269K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
19.7KNew |
$1.73M - $1.94M
|
19.7K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
18.8KNew |
$1.65M - $1.85M
|
18.8K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
18.1K+ 9.85% |
$1.59M - $1.79M
|
202K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
18KNew |
$1.58M - $1.77M
|
18K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 2.15% |
$1.55M - $1.74M
|
835K
$77.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
17.6KNew |
$1.54M - $1.73M
|
17.6K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
17.4KNew |
$1.53M - $1.71M
|
17.4K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
17.1K+ 9.42% |
$1.5M - $1.69M
|
199K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17KNew |
$1.49M - $1.68M
|
17K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
16.2KNew |
$1.43M - $1.6M
|
16.2K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
16.2K+ 52.91% |
$1.42M - $1.6M
|
46.8K
$4.35M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.1KNew |
$1.42M - $1.59M
|
16.1K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
16.1K+ 6.89% |
$1.42M - $1.59M
|
250K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
16.1KNew |
$1.41M - $1.59M
|
16.1K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
16.1K+ 89477.78% |
$1.41M - $1.59M
|
16.1K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16K+ 26.82% |
$1.41M - $1.58M
|
75.8K
$7.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
15.9K+ 16.04% |
$1.39M - $1.57M
|
115K
$10.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.38M - $1.55M
|
15.8K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.7KNew |
$1.38M - $1.55M
|
15.7K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
15.6K+ 8.3% |
$1.37M - $1.54M
|
204K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
15.2K+ 32.23% |
$1.34M - $1.5M
|
62.6K
$5.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.1KNew |
$1.33M - $1.49M
|
15.1K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14.9K+ 52.44% |
$1.31M - $1.47M
|
43.4K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.9K+ 19.46% |
$1.31M - $1.47M
|
91.4K
$8.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6KNew |
$1.28M - $1.43M
|
14.6K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$1.25M - $1.41M
|
14.3K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
14.1KNew |
$1.24M - $1.39M
|
14.1K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.9KNew |
$1.22M - $1.37M
|
13.9K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.9K+ 330.41% |
$1.22M - $1.37M
|
18.1K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13.7K+ 4.75% |
$1.21M - $1.35M
|
303K
$28.2M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.7K+ 2.59% |
$1.2M - $1.35M
|
543K
$50.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.5KNew |
$1.19M - $1.33M
|
13.5K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13.3K+ 1.62% |
$1.17M - $1.31M
|
836K
$77.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
13.2KNew |
$1.16M - $1.3M
|
13.2K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
13.1KNew |
$1.15M - $1.29M
|
13.1K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
13.1KNew |
$1.15M - $1.29M
|
13.1K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
12.9K+ 7.38% |
$1.14M - $1.27M
|
188K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
12.8K+ 3.95% |
$1.13M - $1.26M
|
338K
$31.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
12.7K+ 5.92% |
$1.12M - $1.25M
|
228K
$21.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
12.6KNew |
$1.11M - $1.24M
|
12.6K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.4K+ 5.82% |
$1.09M - $1.22M
|
226K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.2K+ 1022.14% |
$1.07M - $1.21M
|
13.4K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.1K+ 13.43% |
$1.06M - $1.19M
|
102K
$9.51M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11.9KNew |
$1.04M - $1.17M
|
11.9K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
11.8KNew |
$1.04M - $1.17M
|
11.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.8K+ 113.76% |
$1.04M - $1.16M
|
22.2K
$2.06M
|