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 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
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-56K- 3.12% |
$4.92M - $5.52M
|
1.74M
$157M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-62.5K- 81.33% |
$5.49M - $6.16M
|
14.3K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-72.2K- 75.6% |
$6.34M - $7.11M
|
23.3K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73.9K- 44.86% |
$6.5M - $7.29M
|
90.9K
$8.23M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-77.3K- 39.9% |
$6.79M - $7.62M
|
116K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-85.1K- 96.6% |
$7.47M - $8.39M
|
2.99K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-103K- 79.35% |
$9.05M - $10.2M
|
26.8K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-103K- 88.48% |
$9.09M - $10.2M
|
13.5K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-136K- 54.12% |
$11.9M - $13.4M
|
115K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-148K- 50.74% |
$13M - $14.6M
|
143K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-163K- 5.71% |
$14.4M - $16.1M
|
2.7M
$244M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-167K- 52.78% |
$14.7M - $16.5M
|
149K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-206K- 77.69% |
$18.1M - $20.3M
|
59.2K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-219K- 5.01% |
$19.3M - $21.6M
|
4.16M
$377M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-288K- 98.88% |
$25.3M - $28.4M
|
3.27K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-371K- 40.13% |
$32.6M - $36.6M
|
554K
$50.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-382K- 3.83% |
$33.6M - $37.7M
|
9.6M
$869M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-600K- 99.84% |
$52.7M - $59.2M
|
956
$86.5K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-617K- 92.4% |
$54.2M - $60.8M
|
50.8K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-635K- 79.88% |
$55.7M - $62.6M
|
160K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.37M- 40.28% |
$208M - $234M
|
3.52M
$318M
|