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 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.84K- 37.38% |
$249K - $280K
|
4.75K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.02K- 28.07% |
$265K - $298K
|
7.74K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.04K- 33.95% |
$267K - $299K
|
5.9K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.18K- 2.49% |
$279K - $314K
|
125K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.33K- 3.44% |
$293K - $328K
|
93.6K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.37K- 49.28% |
$296K - $332K
|
3.47K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.39K- 1.77% |
$298K - $334K
|
188K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.54K- 11.6% |
$311K - $349K
|
27K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.54K- 22.67% |
$311K - $349K
|
12.1K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.58K- 23.77% |
$315K - $353K
|
11.5K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.59K- 4.02% |
$315K - $354K
|
85.7K
$7.76M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.64K- 6.98% |
$320K - $359K
|
48.5K
$4.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-3.73K- 47.64% |
$327K - $367K
|
4.1K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.99K- 16.64% |
$350K - $393K
|
20K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.1K- 4.34% |
$360K - $404K
|
90.5K
$8.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.3K- 3.02% |
$378K - $424K
|
138K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.46K- 7.75% |
$392K - $439K
|
53K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.48K- 3.96% |
$394K - $442K
|
109K
$9.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.53K- 23.4% |
$398K - $447K
|
14.8K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.56K- 18.55% |
$400K - $449K
|
20K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 7.88% |
$415K - $466K
|
55.3K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.88K- 15.77% |
$429K - $481K
|
26.1K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5.13K- 27.53% |
$451K - $506K
|
13.5K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.18K- 19.64% |
$455K - $511K
|
21.2K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.19K- 6.86% |
$456K - $512K
|
70.6K
$6.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-5.21K- 7.61% |
$458K - $514K
|
63.3K
$5.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.35K- 2.28% |
$470K - $528K
|
229K
$20.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.48K- 13.38% |
$482K - $540K
|
35.5K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.56K- 32.24% |
$489K - $548K
|
11.7K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.68K- 20.51% |
$499K - $560K
|
22K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-5.7K- 14.06% |
$501K - $562K
|
34.9K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 0.72% |
$507K - $569K
|
791K
$71.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.84K- 35.62% |
$513K - $575K
|
10.5K
$955K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.84K- 36.66% |
$513K - $576K
|
10.1K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.9K- 5.48% |
$518K - $581K
|
102K
$9.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.93K- 56.81% |
$521K - $585K
|
4.51K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.95K- 4.54% |
$522K - $586K
|
125K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.06K- 35.15% |
$533K - $598K
|
11.2K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.15K- 99.9% |
$540K - $606K
|
6
$543
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.18K- 4.33% |
$543K - $609K
|
137K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.44K- 46.4% |
$566K - $635K
|
7.44K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.51K- 17.24% |
$572K - $642K
|
31.2K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.68K- 36.67% |
$587K - $659K
|
11.5K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.69K- 59.9% |
$588K - $660K
|
4.48K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.7K- 4.83% |
$588K - $660K
|
132K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.23K- 20.27% |
$635K - $713K
|
28.4K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.5K- 25.23% |
$659K - $740K
|
22.2K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.6K- 15.18% |
$668K - $749K
|
42.5K
$3.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-7.91K- 4.51% |
$695K - $780K
|
167K
$15.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.04K- 22.74% |
$707K - $793K
|
27.3K
$2.47M
|