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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
242+ 32.05% |
$21.3K - $23.9K
|
997
$90.2K
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
232+ 7.25% |
$20.4K - $22.9K
|
3.43K
$311K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
232+ 5.1% |
$20.4K - $22.9K
|
4.78K
$433K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
230+ 9.43% |
$20.2K - $22.7K
|
2.67K
$242K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
229New |
$20.1K - $22.6K
|
229
$20.7K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 1.91% |
$20K - $22.5K
|
12.2K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
227+ 0.86% |
$19.9K - $22.4K
|
26.5K
$2.4M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
227+ 0.7% |
$19.9K - $22.4K
|
32.8K
$2.96M
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
227+ 0.81% |
$19.9K - $22.4K
|
28.2K
$2.55M
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$20.4K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$20.4K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 0.26% |
$19.7K - $22.1K
|
85.9K
$7.77M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
224+ 70.0% |
$19.7K - $22.1K
|
544
$49.2K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
220+ 4.84% |
$19.3K - $21.7K
|
4.77K
$432K
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
219+ 0.31% |
$19.2K - $21.6K
|
70.6K
$6.39M
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
218+ 9.04% |
$19.2K - $21.5K
|
2.63K
$238K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
218+ 9.41% |
$19.2K - $21.5K
|
2.53K
$229K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
209+ 0.99% |
$18.4K - $20.6K
|
21.4K
$1.93M
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
195+ 6.43% |
$17.1K - $19.2K
|
3.23K
$292K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
195+ 0.86% |
$17.1K - $19.2K
|
22.8K
$2.06M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
183+ 1.81% |
$16.1K - $18K
|
10.3K
$932K
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
182+ 3.11% |
$16K - $17.9K
|
6.04K
$547K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
179+ 22.38% |
$15.7K - $17.6K
|
979
$88.6K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
175+ 2.99% |
$15.4K - $17.3K
|
6.03K
$546K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
173+ 1.9% |
$15.2K - $17.1K
|
9.3K
$842K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
173+ 6.71% |
$15.2K - $17.1K
|
2.75K
$249K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
172+ 12.35% |
$15.1K - $17K
|
1.57K
$142K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
170New |
$14.9K - $16.8K
|
170
$15.4K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
168+ 1.2% |
$14.8K - $16.6K
|
14.1K
$1.28M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
163+ 73.09% |
$14.3K - $16.1K
|
386
$34.9K
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
163+ 1.53% |
$14.3K - $16.1K
|
10.8K
$981K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
142+ 1.7% |
$12.5K - $14K
|
8.48K
$767K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140New |
$12.3K - $13.8K
|
140
$12.7K
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
139+ 1.56% |
$12.2K - $13.7K
|
9.03K
$817K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 0.51% |
$11.9K - $13.3K
|
26.8K
$2.42M
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
134+ 3.88% |
$11.8K - $13.2K
|
3.59K
$325K
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
134+ 1.36% |
$11.8K - $13.2K
|
9.98K
$903K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
133+ 2.68% |
$11.7K - $13.1K
|
5.1K
$462K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
133New |
$11.7K - $13.1K
|
133
$12K
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
131+ 0.56% |
$11.5K - $12.9K
|
23.6K
$2.13M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 2.19% |
$11K - $12.3K
|
5.83K
$528K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
122+ 3.61% |
$10.7K - $12K
|
3.5K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
120+ 1.65% |
$10.5K - $11.8K
|
7.41K
$671K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
120+ 0.1% |
$10.5K - $11.8K
|
122K
$11M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
115+ 0.88% |
$10.1K - $11.3K
|
13.2K
$1.19M
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
109+ 3.13% |
$9.58K - $10.7K
|
3.59K
$325K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
109+ 2.0% |
$9.58K - $10.7K
|
5.56K
$503K
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
107+ 2.41% |
$9.4K - $10.6K
|
4.55K
$412K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
103+ 1.39% |
$9.05K - $10.2K
|
7.5K
$679K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 0.85% |
$8.96K - $10.1K
|
12.1K
$1.09M
|