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 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
720K+ 879.72% |
$63.3M - $71M
|
802K
$72.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389K+ 685.73% |
$34.1M - $38.3M
|
445K
$40.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
329K+ 168.57% |
$28.9M - $32.5M
|
525K
$47.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
173KNew |
$15.2M - $17.1M
|
173K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
102KNew |
$8.93M - $10M
|
102K
$9.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
99.7K+ 6.01% |
$8.76M - $9.83M
|
1.76M
$160M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
84.8KNew |
$7.45M - $8.36M
|
84.8K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
79.1K+ 2147.62% |
$6.94M - $7.79M
|
82.7K
$7.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
73.5K+ 48.62% |
$6.46M - $7.25M
|
225K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44.5K+ 67.94% |
$3.91M - $4.39M
|
110K
$9.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9K+ 65.42% |
$3.85M - $4.32M
|
111K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 12.08% |
$3.75M - $4.21M
|
396K
$35.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40.4K+ 3.5% |
$3.55M - $3.99M
|
1.2M
$109M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.4KNew |
$3.46M - $3.88M
|
39.4K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
39KNew |
$3.43M - $3.85M
|
39K
$3.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
BUY
|
- |
38.5K+ 87.1% |
$3.39M - $3.8M
|
82.8K
$7.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
36.4K+ 15.74% |
$3.2M - $3.59M
|
268K
$24.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
29.2K+ 22.01% |
$2.57M - $2.88M
|
162K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
28.6KNew |
$2.51M - $2.82M
|
28.6K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
28.4KNew |
$2.49M - $2.8M
|
28.4K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
22.3K+ 13.16% |
$1.96M - $2.2M
|
191K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.6K+ 8.38% |
$1.9M - $2.13M
|
280K
$25.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
21.2KNew |
$1.86M - $2.09M
|
21.2K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
18KNew |
$1.58M - $1.77M
|
18K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
17.6KNew |
$1.54M - $1.73M
|
17.6K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
17.1K+ 9.42% |
$1.5M - $1.69M
|
199K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.1KNew |
$1.42M - $1.59M
|
16.1K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
16.1K+ 6.89% |
$1.42M - $1.59M
|
250K
$22.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.38M - $1.55M
|
15.8K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.7KNew |
$1.38M - $1.55M
|
15.7K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
15.6K+ 8.3% |
$1.37M - $1.54M
|
204K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.9K+ 19.46% |
$1.31M - $1.47M
|
91.4K
$8.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13.7K+ 4.75% |
$1.21M - $1.35M
|
303K
$27.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.5KNew |
$1.19M - $1.33M
|
13.5K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
13.2KNew |
$1.16M - $1.3M
|
13.2K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
12.9K+ 7.38% |
$1.14M - $1.27M
|
188K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
12.7K+ 5.92% |
$1.12M - $1.25M
|
228K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.5K+ 59.45% |
$1.01M - $1.13M
|
30.8K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.3KNew |
$990K - $1.11M
|
11.3K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10.7K+ 14.76% |
$944K - $1.06M
|
83.6K
$7.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
10.7K+ 0.96% |
$936K - $1.05M
|
1.12M
$102M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.5K+ 100.86% |
$924K - $1.04M
|
21K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
10.4K+ 34.08% |
$915K - $1.03M
|
41K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10KNew |
$880K - $988K
|
10K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.69K+ 92.5% |
$852K - $956K
|
20.2K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
9.53K+ 7.54% |
$837K - $939K
|
136K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
9.27K+ 1.16% |
$815K - $914K
|
809K
$73.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.95K+ 109.26% |
$786K - $882K
|
17.1K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.86K+ 3.45% |
$779K - $874K
|
266K
$24.1M
|