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 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
291New |
$25.6K - $28.7K
|
291
$25.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
291+ 1.88% |
$25.6K - $28.7K
|
15.8K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
290+ 0.98% |
$25.5K - $28.6K
|
29.9K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
288New |
$25.3K - $28.4K
|
288
$25K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
288+ 3.85% |
$25.3K - $28.4K
|
7.78K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
287+ 1.23% |
$25.2K - $28.3K
|
23.6K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
282+ 5.56% |
$24.8K - $27.8K
|
5.35K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
281+ 12.72% |
$24.7K - $27.7K
|
2.49K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
280+ 1.42% |
$24.6K - $27.6K
|
20.1K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
280+ 2.07% |
$24.6K - $27.6K
|
13.8K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
275+ 4.42% |
$24.2K - $27.1K
|
6.5K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
275+ 6.25% |
$24.2K - $27.1K
|
4.68K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
267+ 3.51% |
$23.5K - $26.3K
|
7.87K
$684K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
267+ 2.27% |
$23.5K - $26.3K
|
12K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
264+ 0.44% |
$23.2K - $26K
|
60.8K
$5.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
263+ 5.42% |
$23.1K - $25.9K
|
5.11K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
262+ 1.05% |
$23K - $25.8K
|
25.1K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
261New |
$22.9K - $25.7K
|
261
$22.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
258+ 1.7% |
$22.7K - $25.4K
|
15.5K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
256+ 0.08% |
$22.5K - $25.2K
|
340K
$29.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
256+ 122.49% |
$22.5K - $25.2K
|
465
$40.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
255New |
$22.4K - $25.1K
|
255
$22.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
245+ 1.0% |
$21.5K - $24.2K
|
24.7K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
242+ 9.86% |
$21.3K - $23.9K
|
2.7K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
242+ 32.05% |
$21.3K - $23.9K
|
997
$86.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
232+ 7.25% |
$20.4K - $22.9K
|
3.43K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
232+ 5.1% |
$20.4K - $22.9K
|
4.78K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
230+ 9.43% |
$20.2K - $22.7K
|
2.67K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
229New |
$20.1K - $22.6K
|
229
$19.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 1.91% |
$20K - $22.5K
|
12.2K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
227+ 0.86% |
$19.9K - $22.4K
|
26.5K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
227+ 0.7% |
$19.9K - $22.4K
|
32.8K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
227+ 0.81% |
$19.9K - $22.4K
|
28.2K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
227New |
$19.9K - $22.4K
|
227
$19.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$19.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
225+ 3.64% |
$19.8K - $22.2K
|
6.41K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 0.26% |
$19.7K - $22.1K
|
85.9K
$7.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
224+ 70.0% |
$19.7K - $22.1K
|
544
$47.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
220+ 4.84% |
$19.3K - $21.7K
|
4.77K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
219+ 0.31% |
$19.2K - $21.6K
|
70.6K
$6.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
218+ 9.04% |
$19.2K - $21.5K
|
2.63K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
218+ 9.41% |
$19.2K - $21.5K
|
2.53K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
209+ 0.99% |
$18.4K - $20.6K
|
21.4K
$1.85M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
204New |
$17.9K - $20.1K
|
204
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 0.75% |
$17.6K - $19.7K
|
27K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
199New |
$17.5K - $19.6K
|
199
$17.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
195+ 6.43% |
$17.1K - $19.2K
|
3.23K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
195+ 0.86% |
$17.1K - $19.2K
|
22.8K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
184+ 2.68% |
$16.2K - $18.1K
|
7.05K
$612K
|