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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-30- 0.85% |
$2.64K - $2.96K
|
3.5K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-31- 0.18% |
$2.72K - $3.06K
|
17.5K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.15% |
$2.81K - $3.16K
|
21.6K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-33- 1.16% |
$2.9K - $3.25K
|
2.81K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-33- 0.46% |
$2.9K - $3.25K
|
7.15K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-33- 0.12% |
$2.9K - $3.25K
|
27.2K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-37- 0.09% |
$3.25K - $3.65K
|
40K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.32% |
$3.51K - $3.94K
|
12.5K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-42- 0.3% |
$3.69K - $4.14K
|
13.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-42- 1.23% |
$3.69K - $4.14K
|
3.38K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-43- 0.54% |
$3.78K - $4.24K
|
7.92K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-44- 0.71% |
$3.87K - $4.34K
|
6.11K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-45- 4.05% |
$3.95K - $4.44K
|
1.07K
$95.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-45- 0.33% |
$3.95K - $4.44K
|
13.6K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-45- 0.14% |
$3.95K - $4.44K
|
31.1K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-46- 0.69% |
$4.04K - $4.54K
|
6.59K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-46- 0.25% |
$4.04K - $4.54K
|
18.6K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-48- 0.96% |
$4.22K - $4.73K
|
4.93K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-49- 1.68% |
$4.3K - $4.83K
|
2.87K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-50- 0.3% |
$4.39K - $4.93K
|
16.4K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-50- 1.94% |
$4.39K - $4.93K
|
2.52K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.39K - $4.93K
|
18.9K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-52- 94.55% |
$4.57K - $5.13K
|
3
$269
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-52- 7.16% |
$4.57K - $5.13K
|
674
$60.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-54- 1.02% |
$4.74K - $5.32K
|
5.25K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-60- 1.19% |
$5.27K - $5.92K
|
4.99K
$446K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 24.81% |
$5.62K - $6.31K
|
194
$17.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-64- 0.35% |
$5.62K - $6.31K
|
18.3K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-65- 2.25% |
$5.71K - $6.41K
|
2.82K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-65- 0.49% |
$5.71K - $6.41K
|
13.1K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-66- 25.88% |
$5.8K - $6.51K
|
189
$16.9K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-66- 1.46% |
$5.8K - $6.51K
|
4.47K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-66- 1.56% |
$5.8K - $6.51K
|
4.16K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-67- 0.17% |
$5.89K - $6.61K
|
39.6K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-68- 2.2% |
$5.97K - $6.7K
|
3.02K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 0.44% |
$5.97K - $6.7K
|
15.3K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 0.24% |
$6.15K - $6.9K
|
29.7K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-73- 0.8% |
$6.41K - $7.2K
|
9.08K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-74- 2.54% |
$6.5K - $7.3K
|
2.84K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-74- 1.81% |
$6.5K - $7.3K
|
4.01K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 0.91% |
$6.59K - $7.4K
|
8.2K
$734K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-77- 23.12% |
$6.76K - $7.59K
|
256
$22.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-78- 1.16% |
$6.85K - $7.69K
|
6.63K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-80- 1.29% |
$7.03K - $7.89K
|
6.13K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-80- 2.65% |
$7.03K - $7.89K
|
2.94K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-81- 0.13% |
$7.12K - $7.99K
|
60.5K
$5.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-81- 1.51% |
$7.12K - $7.99K
|
5.29K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-83- 0.43% |
$7.29K - $8.18K
|
19K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-85- 0.23% |
$7.47K - $8.38K
|
37.4K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-87- 1.23% |
$7.64K - $8.58K
|
7.01K
$628K
|