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 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.23KNew |
$547K - $614K
|
6.23K
$580K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.16KNew |
$542K - $608K
|
6.16K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.16K+ 45.82% |
$541K - $608K
|
19.6K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.09K+ 8.95% |
$535K - $600K
|
74.1K
$6.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.04K+ 53.09% |
$530K - $595K
|
17.4K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.91K+ 9.24% |
$519K - $583K
|
69.9K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.85KNew |
$514K - $577K
|
5.85K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.84K+ 222.62% |
$513K - $575K
|
8.46K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
5.79KNew |
$509K - $571K
|
5.79K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.58KNew |
$490K - $550K
|
5.58K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.56KNew |
$488K - $548K
|
5.56K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.53K+ 267.63% |
$486K - $545K
|
7.6K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
5.52KNew |
$485K - $544K
|
5.52K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.51KNew |
$484K - $543K
|
5.51K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
5.48KNew |
$481K - $540K
|
5.48K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5.35K+ 8.93% |
$470K - $527K
|
65.2K
$6.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.32K+ 4.35% |
$467K - $524K
|
127K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
5.3K+ 5.0% |
$465K - $522K
|
111K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.29K+ 37.67% |
$465K - $522K
|
19.3K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
5.24K+ 4.79% |
$461K - $517K
|
115K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
5.15K+ 16.13% |
$452K - $508K
|
37.1K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.13KNew |
$451K - $506K
|
5.13K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.12KNew |
$450K - $505K
|
5.12K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
5.12KNew |
$449K - $504K
|
5.12K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.09K+ 1.07% |
$447K - $502K
|
479K
$44.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5.06KNew |
$445K - $499K
|
5.06K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.04KNew |
$443K - $497K
|
5.04K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
4.97KNew |
$437K - $490K
|
4.97K
$463K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.97K+ 1.47% |
$437K - $490K
|
344K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.86KNew |
$427K - $479K
|
4.86K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.86KNew |
$427K - $479K
|
4.86K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.83K+ 9.18% |
$425K - $477K
|
57.5K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.81K+ 5.42% |
$422K - $474K
|
93.4K
$8.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.8KNew |
$422K - $473K
|
4.8K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.7K+ 22.28% |
$412K - $463K
|
25.8K
$2.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.69K+ 20.1% |
$412K - $463K
|
28K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.66KNew |
$409K - $459K
|
4.66K
$434K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.65K+ 0.92% |
$409K - $459K
|
512K
$47.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
4.6KNew |
$404K - $454K
|
4.6K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 8.16% |
$395K - $444K
|
59.7K
$5.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.46KNew |
$392K - $439K
|
4.46K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.41K+ 5.94% |
$387K - $435K
|
78.6K
$7.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.34KNew |
$381K - $427K
|
4.34K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
4.31KNew |
$379K - $425K
|
4.31K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.3K+ 29.06% |
$378K - $424K
|
19.1K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.3KNew |
$378K - $424K
|
4.3K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.3K+ 72.9% |
$378K - $424K
|
10.2K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.3K+ 11.66% |
$378K - $424K
|
41.2K
$3.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.3K+ 2.51% |
$377K - $423K
|
176K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.21KNew |
$370K - $415K
|
4.21K
$392K
|