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
|
Kg&L Capital Management,Llc
|
BUY
|
- |
103+ 1.39% |
$9.05K - $10.2K
|
7.5K
$672K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
101+ 1.31% |
$8.87K - $9.96K
|
7.84K
$703K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
94+ 0.07% |
$8.26K - $9.27K
|
143K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
93+ 2.36% |
$8.17K - $9.17K
|
4.03K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
86+ 3.24% |
$7.56K - $8.48K
|
2.74K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
85+ 23.94% |
$7.47K - $8.38K
|
440
$39.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
83+ 0.31% |
$7.29K - $8.18K
|
26.9K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
80+ 1.81% |
$7.03K - $7.89K
|
4.51K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80+ 33.06% |
$7.03K - $7.89K
|
322
$28.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
80+ 1.16% |
$7.03K - $7.89K
|
6.96K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 3.49% |
$6.85K - $7.69K
|
2.31K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
76+ 0.33% |
$6.68K - $7.49K
|
23.2K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
62+ 2.59% |
$5.45K - $6.11K
|
2.46K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
60+ 3.91% |
$5.27K - $5.92K
|
1.59K
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
59+ 2.61% |
$5.18K - $5.82K
|
2.32K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
58+ 2.12% |
$5.1K - $5.72K
|
2.79K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
57+ 0.9% |
$5.01K - $5.62K
|
6.38K
$572K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
55+ 0.11% |
$4.83K - $5.42K
|
51.9K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
51+ 1.8% |
$4.48K - $5.03K
|
2.89K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$4.39K - $4.93K
|
50
$4.48K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 0.33% |
$4.39K - $4.93K
|
15.2K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49+ 0.11% |
$4.3K - $4.83K
|
44.8K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$4.3K - $4.83K
|
49
$4.39K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
48+ 2.63% |
$4.22K - $4.73K
|
1.88K
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
46+ 1.78% |
$4.04K - $4.54K
|
2.63K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 0.88% |
$3.51K - $3.94K
|
4.61K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
40+ 0.87% |
$3.51K - $3.94K
|
4.65K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38+ 1.46% |
$3.34K - $3.75K
|
2.64K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 1.04% |
$3.07K - $3.45K
|
3.4K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$3.07K - $3.45K
|
24.4K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 1.5% |
$2.99K - $3.35K
|
2.3K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.89% |
$2.64K - $2.96K
|
3.4K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26+ 0.05% |
$2.28K - $2.56K
|
54.6K
$4.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23+ 2.09% |
$2.02K - $2.27K
|
1.12K
$101K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
20+ 0.88% |
$1.76K - $1.97K
|
2.3K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 2.04% |
$1.67K - $1.87K
|
952
$85.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
19+ 0.22% |
$1.67K - $1.87K
|
8.57K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17+ 0.6% |
$1.49K - $1.68K
|
2.87K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
16+ 0.1% |
$1.41K - $1.58K
|
16.3K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.28% |
$1.41K - $1.58K
|
5.68K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
14+ 0.28% |
$1.23K - $1.38K
|
5.07K
$454K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.14% |
$966 - $1.08K
|
7.94K
$711K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 1.95% |
$966 - $1.08K
|
576
$51.6K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 2.73% |
$791 - $887
|
339
$30.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$703 - $789
|
8
$717
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.46% |
$439 - $493
|
1.09K
$97.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 1.4% |
$439 - $493
|
362
$32.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.13% |
$439 - $493
|
3.72K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.89% |
$439 - $493
|
566
$50.7K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$439 - $493
|
4.88K
$437K
|