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 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.5K+ 59.45% |
$1.01M - $1.13M
|
30.8K
$2.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.3K+ 28.21% |
$991K - $1.11M
|
51.3K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.3KNew |
$990K - $1.11M
|
11.3K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 223.94% |
$961K - $1.08M
|
15.8K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10.7K+ 14.76% |
$944K - $1.06M
|
83.6K
$7.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
10.7K+ 0.96% |
$936K - $1.05M
|
1.12M
$105M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 3.9% |
$930K - $1.04M
|
282K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 63.38% |
$928K - $1.04M
|
27.2K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.6K+ 7.74% |
$927K - $1.04M
|
147K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.5K+ 100.86% |
$924K - $1.04M
|
21K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
10.4K+ 34.08% |
$915K - $1.03M
|
41K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
10.2K+ 458.86% |
$897K - $1.01M
|
12.4K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10KNew |
$880K - $988K
|
10K
$933K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.86K+ 6.99% |
$866K - $972K
|
151K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.69K+ 92.5% |
$852K - $956K
|
20.2K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
9.53K+ 7.54% |
$837K - $939K
|
136K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
9.27K+ 1.16% |
$815K - $914K
|
809K
$75.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
9.2K+ 12.85% |
$808K - $907K
|
80.8K
$7.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.95K+ 109.26% |
$786K - $882K
|
17.1K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
8.94K+ 7.34% |
$785K - $881K
|
131K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
8.89K+ 23.99% |
$781K - $876K
|
45.9K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.86K+ 3.45% |
$779K - $874K
|
266K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.62K+ 11.48% |
$757K - $850K
|
83.7K
$7.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.53K+ 26.29% |
$750K - $841K
|
41K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.39K+ 3.81% |
$737K - $827K
|
229K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.38K+ 6.1% |
$736K - $826K
|
146K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.11K+ 15.73% |
$712K - $799K
|
59.7K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
8.03K+ 5.22% |
$705K - $791K
|
162K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.02KNew |
$704K - $790K
|
8.02K
$747K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7.99K+ 4.43% |
$702K - $788K
|
188K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.92K+ 9.21% |
$696K - $781K
|
93.9K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
7.91K+ 105.44% |
$695K - $780K
|
15.4K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.78K+ 1585.34% |
$684K - $768K
|
8.28K
$771K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$682K - $765K
|
7.76K
$723K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.76K+ 3.22% |
$681K - $765K
|
249K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
7.73KNew |
$679K - $762K
|
7.73K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.47K+ 5.03% |
$656K - $736K
|
156K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.13K+ 35635.0% |
$626K - $703K
|
7.15K
$666K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
7.07KNew |
$621K - $697K
|
7.07K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.88K+ 7.01% |
$604K - $678K
|
105K
$9.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.75KNew |
$593K - $666K
|
6.75K
$629K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.74K+ 7.77% |
$592K - $664K
|
93.4K
$8.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.67K+ 26.31% |
$586K - $658K
|
32K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
6.59K+ 6.68% |
$579K - $650K
|
105K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.56K+ 5.59% |
$576K - $646K
|
124K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
6.52K+ 0.99% |
$573K - $643K
|
665K
$61.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6.37KNew |
$560K - $628K
|
6.37K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.29KNew |
$553K - $620K
|
6.29K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
6.27KNew |
$551K - $618K
|
6.27K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.23K+ 0.97% |
$547K - $614K
|
645K
$60.1M
|