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 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.81K+ 3.22% |
$247K - $277K
|
90K
$8.07M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.79K+ 4.21% |
$245K - $275K
|
69K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.78K+ 28.52% |
$244K - $274K
|
12.5K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
2.78K+ 3.12% |
$244K - $274K
|
91.8K
$8.22M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.69K+ 1.44% |
$236K - $265K
|
189K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.68K+ 4.13% |
$235K - $264K
|
67.5K
$6.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2.65KNew |
$233K - $261K
|
2.65K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.52K+ 18.72% |
$221K - $248K
|
16K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.48K+ 3.73% |
$218K - $244K
|
68.9K
$6.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.47K+ 6.47% |
$217K - $243K
|
40.6K
$3.64M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.37KNew |
$208K - $234K
|
2.37K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.34K+ 46.54% |
$205K - $230K
|
7.36K
$659K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
2.34KNew |
$205K - $230K
|
2.34K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.3K+ 5.14% |
$202K - $227K
|
47.1K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.22K+ 0.6% |
$195K - $219K
|
374K
$33.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.22K+ 31.0% |
$195K - $219K
|
9.37K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.21K+ 26.4% |
$194K - $218K
|
10.6K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 7.1% |
$179K - $201K
|
30.8K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.98K+ 7.75% |
$174K - $195K
|
27.5K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.98K+ 11.02% |
$174K - $195K
|
19.9K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.88K+ 9.64% |
$165K - $185K
|
21.4K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.83K+ 28.92% |
$160K - $180K
|
8.14K
$729K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.81K+ 11.22% |
$159K - $178K
|
17.9K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.79K+ 43.33% |
$157K - $176K
|
5.92K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.79K+ 1.83% |
$157K - $176K
|
99.7K
$8.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.78K+ 0.45% |
$157K - $176K
|
401K
$35.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76K+ 76.62% |
$155K - $174K
|
4.06K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75K+ 15.84% |
$154K - $173K
|
12.8K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.72K+ 4.12% |
$151K - $170K
|
43.5K
$3.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
1.72K+ 32.58% |
$151K - $169K
|
6.98K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.7K+ 3.3% |
$149K - $167K
|
53K
$4.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.68K+ 5.54% |
$148K - $166K
|
32K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.67KNew |
$147K - $165K
|
1.67K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.65KNew |
$145K - $162K
|
1.65K
$148K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.6K+ 36.21% |
$141K - $158K
|
6.02K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.59K+ 5.8% |
$140K - $157K
|
29.1K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 4.61% |
$139K - $156K
|
35.8K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.56K+ 1.79% |
$137K - $154K
|
88.8K
$7.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.52K+ 19.49% |
$133K - $150K
|
9.31K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.29% |
$129K - $145K
|
65.8K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 5.38% |
$128K - $143K
|
28.4K
$2.55M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.45K+ 144900.0% |
$127K - $143K
|
1.45K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.44K+ 4.96% |
$126K - $142K
|
30.4K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.39K+ 13.17% |
$122K - $137K
|
12K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.38K+ 5.74% |
$121K - $136K
|
25.4K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.37K+ 19.15% |
$120K - $135K
|
8.5K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.36K+ 5.5% |
$119K - $134K
|
26K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.34KNew |
$118K - $133K
|
1.34K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.29K+ 10.32% |
$113K - $127K
|
13.8K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.27K+ 2.71% |
$112K - $125K
|
48.2K
$4.32M
|