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 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 2.08% |
$8.79K - $9.86K
|
4.7K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-102- 1.07% |
$8.96K - $10.1K
|
9.47K
$823K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-104- 0.74% |
$9.14K - $10.3K
|
14K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-104- 28.57% |
$9.14K - $10.3K
|
260
$22.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-105- 17.07% |
$9.22K - $10.4K
|
510
$44.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-106- 3.21% |
$9.31K - $10.5K
|
3.2K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-111- 0.76% |
$9.75K - $10.9K
|
14.6K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-117- 0.26% |
$10.3K - $11.5K
|
45.7K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-122- 45.19% |
$10.7K - $12K
|
148
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-122- 0.27% |
$10.7K - $12K
|
45.8K
$3.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-129- 0.66% |
$11.3K - $12.7K
|
19.4K
$1.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-130- 31.86% |
$11.4K - $12.8K
|
278
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-131- 5.02% |
$11.5K - $12.9K
|
2.48K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-132- 4.52% |
$11.6K - $13K
|
2.79K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-135- 0.29% |
$11.9K - $13.3K
|
45.7K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-136- 4.07% |
$11.9K - $13.4K
|
3.21K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-139- 0.26% |
$12.2K - $13.7K
|
52.8K
$4.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-142- 0.19% |
$12.5K - $14K
|
76K
$6.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-142- 10.73% |
$12.5K - $14K
|
1.18K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-143- 30.89% |
$12.6K - $14.1K
|
320
$27.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-145- 1.13% |
$12.7K - $14.3K
|
12.7K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-145- 3.79% |
$12.7K - $14.3K
|
3.68K
$319K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 3.46% |
$12.8K - $14.4K
|
4.07K
$354K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-147- 2.23% |
$12.9K - $14.5K
|
6.44K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-147- 2.17% |
$12.9K - $14.5K
|
6.64K
$577K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-148- 2.75% |
$13K - $14.6K
|
5.24K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 5.85% |
$13.2K - $14.8K
|
2.41K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-152- 1.94% |
$13.4K - $15K
|
7.68K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 4.53% |
$13.5K - $15.2K
|
3.25K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-156- 0.8% |
$13.7K - $15.4K
|
19.3K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-157- 1.29% |
$13.8K - $15.5K
|
12K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-158- 3.59% |
$13.9K - $15.6K
|
4.25K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-162- 1.01% |
$14.2K - $16K
|
15.9K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-164- 3.31% |
$14.4K - $16.2K
|
4.79K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-168- 0.77% |
$14.8K - $16.6K
|
21.6K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-168- 1.49% |
$14.8K - $16.6K
|
11.1K
$963K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-171- 57.0% |
$15K - $16.9K
|
129
$11.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-172- 2.25% |
$15.1K - $17K
|
7.49K
$650K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 3.86% |
$15.1K - $17K
|
4.29K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-176- 0.23% |
$15.5K - $17.4K
|
76.3K
$6.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-178- 6.59% |
$15.6K - $17.6K
|
2.52K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-179- 1.22% |
$15.7K - $17.6K
|
14.4K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-181- 3.39% |
$15.9K - $17.8K
|
5.15K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 1.24% |
$16.3K - $18.2K
|
14.7K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 0.22% |
$16.8K - $18.8K
|
86.9K
$7.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 3.9% |
$17.6K - $19.7K
|
4.93K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-200- 1.52% |
$17.6K - $19.7K
|
13K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-201- 6.71% |
$17.7K - $19.8K
|
2.8K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-202- 39.45% |
$17.7K - $19.9K
|
310
$26.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-203- 10.96% |
$17.8K - $20K
|
1.65K
$143K
|