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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.25K+ 5.43% |
$110K - $123K
|
24.3K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.17K+ 2.75% |
$103K - $116K
|
43.8K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.14K+ 1.65% |
$99.7K - $112K
|
70K
$6.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.13K+ 2.4% |
$99.5K - $112K
|
48.4K
$4.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
1.12K+ 1.59% |
$98.2K - $110K
|
71.4K
$6.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.12KNew |
$98K - $110K
|
1.12K
$100K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.11K+ 9.46% |
$97.7K - $110K
|
12.9K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.1K+ 3.93% |
$96.2K - $108K
|
28.9K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.08K+ 6.64% |
$94.6K - $106K
|
17.3K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.05K+ 0.86% |
$92.2K - $103K
|
124K
$11.1M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.05K+ 42.65% |
$92.1K - $103K
|
3.51K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.03K+ 4.76% |
$90.7K - $102K
|
22.7K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 21.16% |
$89.7K - $101K
|
5.85K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.02K+ 1.82% |
$89.2K - $100K
|
56.7K
$5.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.01K+ 8.58% |
$88.6K - $99.5K
|
12.8K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
968+ 10.58% |
$85K - $95.4K
|
10.1K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
940+ 6.22% |
$82.6K - $92.7K
|
16K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
938+ 45.49% |
$82.4K - $92.5K
|
3K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
900+ 0.43% |
$79.1K - $88.7K
|
211K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
885+ 1.04% |
$77.7K - $87.3K
|
85.8K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
873+ 0.8% |
$76.7K - $86.1K
|
110K
$9.89M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
873+ 1.13% |
$76.7K - $86.1K
|
77.9K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
847+ 0.47% |
$74.4K - $83.5K
|
179K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
827+ 29.72% |
$72.7K - $81.5K
|
3.61K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
801+ 21.87% |
$70.4K - $79K
|
4.46K
$400K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
781+ 31.85% |
$68.6K - $77K
|
3.23K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
747+ 7.08% |
$65.6K - $73.7K
|
11.3K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
739+ 8.59% |
$64.9K - $72.9K
|
9.34K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
718+ 3.26% |
$63.1K - $70.8K
|
22.8K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
702+ 4.52% |
$61.7K - $69.2K
|
16.2K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
693+ 11.65% |
$60.9K - $68.3K
|
6.64K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
693+ 8.42% |
$60.9K - $68.3K
|
8.92K
$799K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
687+ 2.47% |
$60.4K - $67.7K
|
28.5K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
678+ 17.7% |
$59.6K - $66.9K
|
4.51K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
659+ 3.0% |
$57.9K - $65K
|
22.6K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
654+ 30.24% |
$57.5K - $64.5K
|
2.82K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
643+ 2.14% |
$56.5K - $63.4K
|
30.7K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
607+ 1.78% |
$53.3K - $59.9K
|
34.8K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
606+ 5.43% |
$53.2K - $59.8K
|
11.8K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
601+ 3.46% |
$52.8K - $59.3K
|
18K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
600+ 18.65% |
$52.7K - $59.2K
|
3.82K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
598+ 6.15% |
$52.5K - $59K
|
10.3K
$925K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
585+ 21.08% |
$51.4K - $57.7K
|
3.36K
$301K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
548+ 9.44% |
$48.1K - $54K
|
6.35K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
532+ 2.05% |
$46.7K - $52.5K
|
26.4K
$2.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
531+ 14.26% |
$46.6K - $52.4K
|
4.25K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
498+ 19.15% |
$43.7K - $49.1K
|
3.1K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
494+ 531.18% |
$43.4K - $48.7K
|
587
$52.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
464New |
$40.8K - $45.8K
|
464
$41.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
434+ 1.77% |
$38.1K - $42.8K
|
24.9K
$2.24M
|