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 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-5.21K- 7.61% |
$458K - $514K
|
63.3K
$5.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.35K- 2.28% |
$470K - $528K
|
229K
$21M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.48K- 13.38% |
$482K - $540K
|
35.5K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.56K- 32.24% |
$489K - $548K
|
11.7K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.68K- 20.51% |
$499K - $560K
|
22K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-5.7K- 14.06% |
$501K - $562K
|
34.9K
$3.19M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 0.72% |
$507K - $569K
|
791K
$72.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.84K- 35.62% |
$513K - $575K
|
10.5K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.84K- 36.66% |
$513K - $576K
|
10.1K
$925K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.9K- 5.48% |
$518K - $581K
|
102K
$9.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.93K- 56.81% |
$521K - $585K
|
4.51K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.95K- 4.54% |
$522K - $586K
|
125K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.15K- 99.9% |
$540K - $606K
|
6
$550
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.18K- 4.33% |
$543K - $609K
|
137K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.44K- 46.4% |
$566K - $635K
|
7.44K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.51K- 17.24% |
$572K - $642K
|
31.2K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.68K- 36.67% |
$587K - $659K
|
11.5K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.69K- 59.9% |
$588K - $660K
|
4.48K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.7K- 4.83% |
$588K - $660K
|
132K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.23K- 20.27% |
$635K - $713K
|
28.4K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.6K- 15.18% |
$668K - $749K
|
42.5K
$3.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-7.91K- 4.51% |
$695K - $780K
|
167K
$15.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.04K- 22.74% |
$707K - $793K
|
27.3K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.4K- 4.39% |
$738K - $828K
|
183K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.56K- 60.94% |
$752K - $844K
|
5.49K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.58K- 9.09% |
$754K - $846K
|
85.8K
$7.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.21K- 99.96% |
$809K - $908K
|
4
$367
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.26K- 44.43% |
$814K - $913K
|
11.6K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-10.2K- 21.67% |
$895K - $1M
|
36.8K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.2K- 21.61% |
$899K - $1.01M
|
37.1K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-10.3K- 3.51% |
$902K - $1.01M
|
282K
$25.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11K- 17.72% |
$964K - $1.08M
|
51K
$4.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.2K- 11.6% |
$984K - $1.1M
|
85.3K
$7.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.2K- 7.68% |
$986K - $1.11M
|
135K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 2.07% |
$1.01M - $1.13M
|
541K
$49.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.4K- 4.57% |
$1.09M - $1.23M
|
260K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 1.77% |
$1.15M - $1.3M
|
729K
$66.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.3K- 7.44% |
$1.16M - $1.31M
|
165K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-13.7K- 27.36% |
$1.21M - $1.35M
|
36.5K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-14.2K- 23.68% |
$1.25M - $1.4M
|
45.7K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-14.6K- 26.63% |
$1.28M - $1.44M
|
40.2K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.5K- 27.11% |
$1.36M - $1.53M
|
41.7K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-16.2K- 49.28% |
$1.42M - $1.6M
|
16.7K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16.5K- 33.67% |
$1.45M - $1.62M
|
32.5K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.5K- 14.26% |
$1.45M - $1.63M
|
99.4K
$9.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-17.7K- 15.04% |
$1.55M - $1.74M
|
99.8K
$9.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-17.7K- 4.55% |
$1.56M - $1.75M
|
372K
$34.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.1K- 20.48% |
$1.77M - $1.99M
|
78.2K
$7.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 2.95% |
$1.92M - $2.15M
|
718K
$65.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-23.8K- 8.37% |
$2.09M - $2.35M
|
261K
$23.9M
|