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 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.21K- 99.96% |
$809K - $908K
|
4
$362
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.26K- 44.43% |
$814K - $913K
|
11.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.51K- 30.16% |
$835K - $937K
|
22K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9.76K- 68.64% |
$858K - $963K
|
4.46K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10K- 2.07% |
$881K - $989K
|
475K
$43M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-10.2K- 21.67% |
$895K - $1M
|
36.8K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.2K- 21.61% |
$899K - $1.01M
|
37.1K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-10.3K- 3.51% |
$902K - $1.01M
|
282K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 2.63% |
$920K - $1.03M
|
387K
$35.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11K- 17.72% |
$964K - $1.08M
|
51K
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.2K- 11.6% |
$984K - $1.1M
|
85.3K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.2K- 7.68% |
$986K - $1.11M
|
135K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 2.07% |
$1.01M - $1.13M
|
541K
$49M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.4K- 4.57% |
$1.09M - $1.23M
|
260K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 1.77% |
$1.15M - $1.3M
|
729K
$66M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.3K- 7.44% |
$1.16M - $1.31M
|
165K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.7K- 36.83% |
$1.2M - $1.35M
|
23.5K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-13.7K- 27.36% |
$1.21M - $1.35M
|
36.5K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-14.2K- 23.68% |
$1.25M - $1.4M
|
45.7K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-14.6K- 26.63% |
$1.28M - $1.44M
|
40.2K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.2K- 9.99% |
$1.34M - $1.5M
|
137K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.5K- 27.11% |
$1.36M - $1.53M
|
41.7K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-16K- 1.31% |
$1.4M - $1.58M
|
1.2M
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-16.2K- 49.28% |
$1.42M - $1.6M
|
16.7K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16.5K- 33.67% |
$1.45M - $1.62M
|
32.5K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.5K- 14.26% |
$1.45M - $1.63M
|
99.4K
$9M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-17.7K- 15.04% |
$1.55M - $1.74M
|
99.8K
$9.03M
|
|
|
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
$33.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.1K- 20.48% |
$1.77M - $1.99M
|
78.2K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.9K- 55.54% |
$1.84M - $2.06M
|
16.8K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 2.95% |
$1.92M - $2.15M
|
718K
$65M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-23K- 26.8% |
$2.02M - $2.27M
|
62.9K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-23.8K- 8.37% |
$2.09M - $2.35M
|
261K
$23.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24.4K- 14.88% |
$2.15M - $2.41M
|
140K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-26.2K- 99.94% |
$2.3M - $2.58M
|
16
$1.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-31.4K- 14.26% |
$2.76M - $3.09M
|
189K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-35.6K- 29.27% |
$3.13M - $3.51M
|
86.1K
$7.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.9K- 78.33% |
$3.33M - $3.74M
|
10.5K
$950K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-41.6K- 21.09% |
$3.66M - $4.11M
|
156K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-41.9K- 2.46% |
$3.68M - $4.14M
|
1.66M
$151M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-42.7K- 4.6% |
$3.75M - $4.21M
|
885K
$80.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-43.1K- 72.42% |
$3.79M - $4.25M
|
16.4K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-43.1K- 45.2% |
$3.79M - $4.25M
|
52.3K
$4.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-43.9K- 21.52% |
$3.86M - $4.33M
|
160K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-49.9K- 93.17% |
$4.38M - $4.92M
|
3.65K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-51.5K- 45.93% |
$4.52M - $5.07M
|
60.6K
$5.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-54K- 39.59% |
$4.75M - $5.33M
|
82.4K
$7.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54K- 4.02% |
$4.75M - $5.33M
|
1.29M
$117M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-54.1K- 28.74% |
$4.75M - $5.33M
|
134K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.1K- 1.59% |
$4.76M - $5.34M
|
3.35M
$303M
|