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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.13% |
$87.9 - $98.6
|
745
$66.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.84K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.0% |
$87.9 - $98.6
|
51
$4.57K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.39K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$87.9 - $98.6
|
13.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 0.68% |
$87.9 - $98.6
|
148
$13.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.01% |
$87.9 - $98.6
|
6.82K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1- 0.02% |
$87.9 - $98.6
|
6.61K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2- 0.04% |
$176 - $197
|
5.61K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 0.36% |
$176 - $197
|
553
$49.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2- 6.67% |
$176 - $197
|
28
$2.51K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3- 0.04% |
$264 - $296
|
7.46K
$668K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-3- 0.02% |
$264 - $296
|
20K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3- 1.44% |
$264 - $296
|
205
$18.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 1.09% |
$351 - $394
|
363
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 0.79% |
$351 - $394
|
500
$44.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-4- 0.07% |
$351 - $394
|
5.48K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.09% |
$351 - $394
|
4.35K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-5- 0.01% |
$439 - $493
|
58.7K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.32% |
$527 - $592
|
1.84K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6- 0.9% |
$527 - $592
|
662
$59.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.54% |
$615 - $690
|
1.29K
$115K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7- 0.01% |
$615 - $690
|
76.6K
$6.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-8- 0.21% |
$703 - $789
|
3.77K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-10- 4.39% |
$879 - $986
|
218
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.12% |
$879 - $986
|
8.54K
$764K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10- 0.18% |
$879 - $986
|
5.63K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-12- 0.46% |
$1.05K - $1.18K
|
2.57K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13- 0.18% |
$1.14K - $1.28K
|
7.3K
$653K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-13- 0.18% |
$1.14K - $1.28K
|
7.15K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-14- 0.23% |
$1.23K - $1.38K
|
5.95K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.18% |
$1.32K - $1.48K
|
8.15K
$730K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-17- 0.36% |
$1.49K - $1.68K
|
4.64K
$416K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-19- 0.42% |
$1.67K - $1.87K
|
4.46K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.64% |
$1.76K - $1.97K
|
3.11K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-21- 0.25% |
$1.84K - $2.07K
|
8.55K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 0.7% |
$1.93K - $2.17K
|
3.12K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-22- 0.09% |
$1.93K - $2.17K
|
23.5K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-22- 0.47% |
$1.93K - $2.17K
|
4.64K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 0.03% |
$2.11K - $2.37K
|
68.6K
$6.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25- 0.05% |
$2.2K - $2.47K
|
55K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 0.03% |
$2.28K - $2.56K
|
79K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27- 0.32% |
$2.37K - $2.66K
|
8.46K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-28- 6.26% |
$2.46K - $2.76K
|
419
$37.5K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-29- 1.17% |
$2.55K - $2.86K
|
2.45K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-29- 19.21% |
$2.55K - $2.86K
|
122
$10.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-30- 0.86% |
$2.64K - $2.96K
|
3.44K
$308K
|