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 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.45K- 21.55% |
$215K - $242K
|
8.93K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.47K- 10.77% |
$217K - $244K
|
20.5K
$1.78M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.5K- 0.73% |
$220K - $247K
|
342K
$29.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.51K- 2.02% |
$221K - $248K
|
122K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.57K- 4.23% |
$226K - $253K
|
58.3K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.63K- 6.68% |
$231K - $259K
|
36.7K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.66K- 0.78% |
$234K - $262K
|
338K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 0.14% |
$243K - $272K
|
1.91M
$165M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.81K- 6.74% |
$247K - $277K
|
38.9K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.84K- 37.38% |
$249K - $280K
|
4.75K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.9K- 12.23% |
$255K - $286K
|
20.8K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 1.56% |
$258K - $289K
|
186K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.02K- 28.07% |
$265K - $298K
|
7.74K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.04K- 33.95% |
$267K - $299K
|
5.9K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-3.08K- 1.87% |
$270K - $303K
|
162K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.18K- 2.2% |
$279K - $313K
|
141K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.18K- 2.49% |
$279K - $314K
|
125K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.33K- 3.44% |
$293K - $328K
|
93.6K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.37K- 49.28% |
$296K - $332K
|
3.47K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.39K- 1.77% |
$298K - $334K
|
188K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.5K- 31.53% |
$307K - $345K
|
7.6K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.54K- 11.6% |
$311K - $349K
|
27K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.54K- 22.67% |
$311K - $349K
|
12.1K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.58K- 23.77% |
$315K - $353K
|
11.5K
$998K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.59K- 4.02% |
$315K - $354K
|
85.7K
$7.44M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 51.24% |
$316K - $355K
|
3.43K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.64K- 6.98% |
$320K - $359K
|
48.5K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-3.73K- 47.64% |
$327K - $367K
|
4.1K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.86K- 26.18% |
$339K - $380K
|
10.9K
$945K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.95K- 6.9% |
$347K - $389K
|
53.3K
$4.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.99K- 16.64% |
$350K - $393K
|
20K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.1K- 4.34% |
$360K - $404K
|
90.5K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-4.17K- 11.82% |
$367K - $411K
|
31.1K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.23K- 1.35% |
$372K - $417K
|
308K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4.26K- 7.58% |
$374K - $420K
|
51.9K
$4.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.3K- 3.02% |
$378K - $424K
|
138K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.46K- 7.75% |
$392K - $439K
|
53K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.48K- 3.96% |
$394K - $442K
|
109K
$9.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.53K- 23.4% |
$398K - $447K
|
14.8K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.54K- 4.7% |
$399K - $448K
|
92.2K
$8.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.56K- 18.55% |
$400K - $449K
|
20K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.57K- 1.72% |
$402K - $451K
|
261K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 7.88% |
$415K - $466K
|
55.3K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.76K- 57.05% |
$419K - $470K
|
3.59K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.88K- 15.77% |
$429K - $481K
|
26.1K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5.13K- 27.53% |
$451K - $506K
|
13.5K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.18K- 19.64% |
$455K - $511K
|
21.2K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.19K- 6.86% |
$456K - $512K
|
70.6K
$6.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-5.21K- 7.61% |
$458K - $514K
|
63.3K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.3K- 4.3% |
$465K - $522K
|
118K
$10.2M
|