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 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.03K- 11.52% |
$90.4K - $101K
|
7.91K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.04K- 10.01% |
$90.9K - $102K
|
9.31K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 6.33% |
$91.5K - $103K
|
15.4K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.05K- 30.29% |
$91.8K - $103K
|
2.41K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.05K- 9.73% |
$92.6K - $104K
|
9.78K
$885K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.07K- 4.24% |
$94.2K - $106K
|
24.2K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.15K- 21.65% |
$101K - $114K
|
4.18K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.18K- 18.68% |
$104K - $116K
|
5.14K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.23K- 92.07% |
$108K - $121K
|
106
$9.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.25K- 15.22% |
$110K - $123K
|
6.96K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.25K- 24.33% |
$110K - $124K
|
3.9K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 18.74% |
$112K - $126K
|
5.54K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.29K- 31.0% |
$113K - $127K
|
2.86K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.29K- 18.82% |
$114K - $127K
|
5.58K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.3K- 4.09% |
$114K - $128K
|
30.5K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.32K- 6.23% |
$116K - $131K
|
19.9K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.35K- 0.16% |
$119K - $134K
|
861K
$78M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.37K- 4.82% |
$121K - $135K
|
27.1K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.37K- 1.15% |
$121K - $135K
|
118K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.4K- 3.06% |
$123K - $138K
|
44.5K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.41K- 1.23% |
$124K - $139K
|
113K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.41K- 27.35% |
$124K - $139K
|
3.75K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.43K- 2.02% |
$125K - $141K
|
69.1K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.44K- 19.49% |
$127K - $142K
|
5.97K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.45K- 0.35% |
$127K - $143K
|
417K
$37.8M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.45K- 99.93% |
$127K - $143K
|
1
$90.5
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.45K- 11.01% |
$128K - $143K
|
11.7K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.46K- 13.09% |
$128K - $144K
|
9.66K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 5.95% |
$129K - $145K
|
23.2K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.47K- 5.67% |
$129K - $145K
|
24.5K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.5K- 35.15% |
$131K - $147K
|
2.76K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.51K- 27.66% |
$132K - $148K
|
3.94K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 1.88% |
$134K - $150K
|
79.2K
$7.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 17.11% |
$134K - $151K
|
7.42K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.54K- 10.51% |
$135K - $151K
|
13.1K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.57K- 8.66% |
$138K - $154K
|
16.5K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 19.56% |
$140K - $157K
|
6.54K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.61K- 5.89% |
$141K - $158K
|
25.6K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.61K- 22.21% |
$141K - $158K
|
5.63K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 4.05% |
$142K - $159K
|
38.3K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.62K- 19.83% |
$142K - $159K
|
6.53K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.63K- 1.46% |
$143K - $161K
|
110K
$9.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.7K- 8.31% |
$149K - $168K
|
18.8K
$1.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.72K- 3.72% |
$151K - $169K
|
44.4K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.74K- 8.74% |
$153K - $171K
|
18.2K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 31.35% |
$154K - $173K
|
3.84K
$348K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-1.77K- 6.83% |
$155K - $174K
|
24.1K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.83K- 29.3% |
$161K - $180K
|
4.41K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.84K- 28.14% |
$162K - $182K
|
4.7K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.86K- 6.21% |
$163K - $183K
|
28.1K
$2.54M
|