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 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 31.35% |
$154K - $173K
|
3.84K
$357K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.76K- 25.27% |
$154K - $173K
|
5.2K
$482K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.76K- 25.27% |
$154K - $173K
|
5.2K
$482K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-1.77K- 6.83% |
$155K - $174K
|
24.1K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.79K- 14.36% |
$157K - $176K
|
10.7K
$990K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.83K- 29.3% |
$161K - $180K
|
4.41K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.84K- 28.14% |
$162K - $182K
|
4.7K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.86K- 6.21% |
$163K - $183K
|
28.1K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.92K- 6.96% |
$168K - $189K
|
25.6K
$2.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.92K- 4.57% |
$169K - $190K
|
40.2K
$3.73M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.94K- 7.61% |
$171K - $192K
|
23.6K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.96K- 16.52% |
$172K - $193K
|
9.88K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.99K- 7.27% |
$174K - $196K
|
25.4K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.99K- 17.79% |
$175K - $196K
|
9.2K
$854K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 0.98% |
$175K - $197K
|
202K
$18.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2K- 34.91% |
$176K - $197K
|
3.73K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2K- 9.77% |
$176K - $198K
|
18.5K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.02K- 25.71% |
$177K - $199K
|
5.84K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.05K- 3.74% |
$180K - $202K
|
52.8K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.07K- 14.79% |
$182K - $204K
|
11.9K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.09K- 3.09% |
$184K - $206K
|
65.5K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.15KClosed |
$189K - $212K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.2K- 2.89% |
$193K - $217K
|
73.9K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 8.76% |
$193K - $217K
|
22.9K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.21K- 9.76% |
$194K - $218K
|
20.4K
$1.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.24K- 9.27% |
$197K - $221K
|
21.9K
$2.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.27K- 4.64% |
$199K - $224K
|
46.6K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.27K- 61.86% |
$200K - $224K
|
1.4K
$130K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.4K- 4.42% |
$211K - $236K
|
51.9K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.43K- 8.18% |
$214K - $240K
|
27.3K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.45K- 21.55% |
$215K - $242K
|
8.93K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.47K- 10.77% |
$217K - $244K
|
20.5K
$1.9M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.5K- 0.73% |
$220K - $247K
|
342K
$31.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.51K- 2.02% |
$221K - $248K
|
122K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.57K- 4.23% |
$226K - $253K
|
58.3K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.63K- 6.68% |
$231K - $259K
|
36.7K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.66K- 0.78% |
$234K - $262K
|
338K
$31.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 0.14% |
$243K - $272K
|
1.91M
$177M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.81K- 6.74% |
$247K - $277K
|
38.9K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.84K- 37.38% |
$249K - $280K
|
4.75K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.9K- 12.23% |
$255K - $286K
|
20.8K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 1.56% |
$258K - $289K
|
186K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.02K- 28.07% |
$265K - $298K
|
7.74K
$718K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.04K- 33.95% |
$267K - $299K
|
5.9K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-3.08K- 1.87% |
$270K - $303K
|
162K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.18K- 2.2% |
$279K - $313K
|
141K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.18K- 2.49% |
$279K - $314K
|
125K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.33K- 3.44% |
$293K - $328K
|
93.6K
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.37K- 49.28% |
$296K - $332K
|
3.47K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.39K- 1.77% |
$298K - $334K
|
188K
$17.4M
|