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
|
Bank Ozk
|
SELL
|
- |
-357- 3.06% |
$31.4K - $35.2K
|
11.3K
$982K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-360- 1.73% |
$31.6K - $35.5K
|
20.4K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-360- 7.23% |
$31.6K - $35.5K
|
4.62K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-361- 1.69% |
$31.7K - $35.6K
|
21K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-368- 0.91% |
$32.3K - $36.3K
|
40.2K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-375- 1.14% |
$32.9K - $37K
|
32.5K
$2.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-376- 5.05% |
$33K - $37.1K
|
7.07K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-379- 4.6% |
$33.3K - $37.4K
|
7.85K
$682K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-380- 4.71% |
$33.4K - $37.5K
|
7.68K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-383- 98.97% |
$33.6K - $37.8K
|
4
$347
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-383- 0.25% |
$33.6K - $37.8K
|
151K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-389- 12.44% |
$34.2K - $38.4K
|
2.74K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-390- 2.62% |
$34.3K - $38.5K
|
14.5K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-395- 4.06% |
$34.7K - $38.9K
|
9.32K
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 4.99% |
$35.1K - $39.4K
|
7.62K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-400- 10.04% |
$35.1K - $39.4K
|
3.59K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-402- 15.17% |
$35.3K - $39.6K
|
2.25K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-410- 5.68% |
$36K - $40.4K
|
6.81K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-416- 4.3% |
$36.5K - $41K
|
9.25K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-419- 0.87% |
$36.8K - $41.3K
|
48K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-421- 3.8% |
$37K - $41.5K
|
10.7K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-424- 0.96% |
$37.2K - $41.8K
|
43.9K
$3.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-425- 98.61% |
$37.3K - $41.9K
|
6
$521
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-426- 2.59% |
$37.4K - $42K
|
16K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-430- 0.48% |
$37.8K - $42.4K
|
88.6K
$7.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-432- 2.65% |
$38K - $42.6K
|
15.9K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-445- 2.2% |
$39.1K - $43.9K
|
19.8K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-454- 0.43% |
$39.9K - $44.8K
|
104K
$9.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-460- 2.28% |
$40.4K - $45.4K
|
19.7K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-464- 13.06% |
$40.8K - $45.8K
|
3.09K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-475- 5.74% |
$41.7K - $46.8K
|
7.8K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-478- 4.9% |
$42K - $47.1K
|
9.27K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-478- 8.6% |
$42K - $47.1K
|
5.08K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-487- 10.98% |
$42.8K - $48K
|
3.95K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-488- 10.43% |
$42.9K - $48.1K
|
4.19K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-488- 13.84% |
$42.9K - $48.1K
|
3.04K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-490- 3.65% |
$43K - $48.3K
|
12.9K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-494- 10.29% |
$43.4K - $48.7K
|
4.31K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-497- 27.37% |
$43.7K - $49K
|
1.32K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-504- 2.03% |
$44.3K - $49.7K
|
24.3K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-510- 4.28% |
$44.8K - $50.3K
|
11.4K
$991K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-513- 2.21% |
$45.1K - $50.6K
|
22.7K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-513- 14.76% |
$45.1K - $50.6K
|
2.96K
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-514- 2.4% |
$45.2K - $50.7K
|
20.9K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-520- 8.32% |
$45.7K - $51.3K
|
5.73K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-523- 80.34% |
$45.9K - $51.6K
|
128
$11.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-537- 5.9% |
$47.2K - $52.9K
|
8.56K
$743K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-556- 1.1% |
$48.8K - $54.8K
|
50K
$4.34M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-565- 1.97% |
$49.6K - $55.7K
|
28.2K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-570- 4.61% |
$50.1K - $56.2K
|
11.8K
$1.02M
|