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 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
183+ 1.81% |
$16.1K - $18K
|
10.3K
$894K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
182+ 3.11% |
$16K - $17.9K
|
6.04K
$524K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
179+ 22.38% |
$15.7K - $17.6K
|
979
$85K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
177+ 1.97% |
$15.5K - $17.5K
|
9.16K
$796K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
175+ 2.99% |
$15.4K - $17.3K
|
6.03K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
175New |
$15.4K - $17.3K
|
175
$15.2K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
175New |
$15.4K - $17.3K
|
175
$15.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
174+ 1.5% |
$15.3K - $17.2K
|
11.8K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
173+ 1.9% |
$15.2K - $17.1K
|
9.3K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
173+ 6.71% |
$15.2K - $17.1K
|
2.75K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
172+ 12.35% |
$15.1K - $17K
|
1.57K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
171New |
$15K - $16.9K
|
171
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
170New |
$14.9K - $16.8K
|
170
$14.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
168+ 1.2% |
$14.8K - $16.6K
|
14.1K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
163+ 73.09% |
$14.3K - $16.1K
|
386
$33.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
163+ 1.53% |
$14.3K - $16.1K
|
10.8K
$941K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
161+ 7.69% |
$14.1K - $15.9K
|
2.26K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
156+ 1.19% |
$13.7K - $15.4K
|
13.3K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
142+ 1.7% |
$12.5K - $14K
|
8.48K
$736K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140New |
$12.3K - $13.8K
|
140
$12.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
139+ 1.56% |
$12.2K - $13.7K
|
9.03K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
139+ 1.41% |
$12.2K - $13.7K
|
9.98K
$866K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 0.51% |
$11.9K - $13.3K
|
26.8K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
134+ 3.88% |
$11.8K - $13.2K
|
3.59K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
134+ 1.36% |
$11.8K - $13.2K
|
9.98K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
133+ 2.68% |
$11.7K - $13.1K
|
5.1K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
133New |
$11.7K - $13.1K
|
133
$11.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
133+ 0.23% |
$11.7K - $13.1K
|
57.1K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
131+ 0.56% |
$11.5K - $12.9K
|
23.6K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
131+ 4.13% |
$11.5K - $12.9K
|
3.3K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
129New |
$11.3K - $12.7K
|
129
$11.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 2.19% |
$11K - $12.3K
|
5.83K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
122+ 3.61% |
$10.7K - $12K
|
3.5K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
120+ 1.65% |
$10.5K - $11.8K
|
7.41K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
120+ 0.1% |
$10.5K - $11.8K
|
122K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
115+ 0.88% |
$10.1K - $11.3K
|
13.2K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
109+ 3.13% |
$9.58K - $10.7K
|
3.59K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
109+ 2.0% |
$9.58K - $10.7K
|
5.56K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
107+ 2.41% |
$9.4K - $10.6K
|
4.55K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
103+ 1.39% |
$9.05K - $10.2K
|
7.5K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 0.85% |
$8.96K - $10.1K
|
12.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
102+ 1.86% |
$8.96K - $10.1K
|
5.58K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
101+ 1.31% |
$8.87K - $9.96K
|
7.84K
$681K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
99New |
$8.7K - $9.76K
|
99
$8.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
94+ 0.07% |
$8.26K - $9.27K
|
143K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
93+ 2.36% |
$8.17K - $9.17K
|
4.03K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
92+ 0.7% |
$8.08K - $9.07K
|
13.2K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 3.43% |
$7.64K - $8.58K
|
2.62K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
86+ 3.24% |
$7.56K - $8.48K
|
2.74K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
86+ 0.37% |
$7.56K - $8.48K
|
23.6K
$2.05M
|