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 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
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-94.6K- 56.27% |
$8.31M - $9.33M
|
73.6K
$6.66M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-114K- 96.6% |
$9.99M - $11.2M
|
4K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-118K- 73.81% |
$10.4M - $11.7M
|
41.9K
$3.8M
|
|
|
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
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.57M- 99.8% |
$313M - $352M
|
7.21K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8M- 98.67% |
$703M - $789M
|
108K
$9.79M
|