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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.32K+ 28.39% |
$292K - $328K
|
15K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
3.3K+ 37.16% |
$290K - $325K
|
12.2K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29KNew |
$289K - $325K
|
3.29K
$286K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.28KNew |
$288K - $323K
|
3.28K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
3.28KNew |
$288K - $323K
|
3.28K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.26K+ 15.49% |
$287K - $322K
|
24.3K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$286K - $321K
|
3.26K
$283K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.26KNew |
$286K - $321K
|
3.26K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$285K - $320K
|
3.24K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.23K+ 24.07% |
$284K - $318K
|
16.7K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 10.87% |
$283K - $318K
|
32.9K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.22K+ 7.08% |
$283K - $318K
|
48.7K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.16KNew |
$278K - $311K
|
3.16K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.15KNew |
$276K - $310K
|
3.15K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.11KNew |
$273K - $306K
|
3.11K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.08K+ 2.58% |
$270K - $303K
|
122K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.06K+ 0.65% |
$268K - $301K
|
472K
$41M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.03KNew |
$266K - $299K
|
3.03K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3K+ 351.11% |
$264K - $296K
|
3.86K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$264K - $296K
|
3K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.99K+ 3.95% |
$263K - $295K
|
78.7K
$6.84M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.99KNew |
$263K - $295K
|
2.99K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.97KNew |
$261K - $292K
|
2.97K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.95K+ 20.09% |
$259K - $291K
|
17.6K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.94K+ 22.4% |
$258K - $289K
|
16K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.93KNew |
$258K - $289K
|
2.93K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.9K+ 1.81% |
$255K - $286K
|
163K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.9K+ 7.31% |
$255K - $286K
|
42.6K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.9KNew |
$254K - $285K
|
2.9K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.87K+ 7.88% |
$252K - $282K
|
39.2K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.84K+ 45.49% |
$249K - $280K
|
9.07K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.83KNew |
$248K - $279K
|
2.83K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.82KNew |
$248K - $278K
|
2.82K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.81K+ 3.22% |
$247K - $277K
|
90K
$7.82M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.79K+ 4.21% |
$245K - $275K
|
69K
$5.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.78K+ 28.52% |
$244K - $274K
|
12.5K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.78K+ 54.9% |
$244K - $274K
|
7.84K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
2.78K+ 3.12% |
$244K - $274K
|
91.8K
$7.97M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.75K+ 35.11% |
$242K - $272K
|
10.6K
$920K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
2.74K+ 4.48% |
$241K - $270K
|
64K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.73K+ 1.55% |
$240K - $269K
|
179K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.71K+ 3.95% |
$238K - $268K
|
71.5K
$6.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.69K+ 7.52% |
$237K - $266K
|
38.5K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.69K+ 1.44% |
$236K - $265K
|
189K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.69K+ 2.07% |
$236K - $265K
|
133K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.68K+ 4.13% |
$235K - $264K
|
67.5K
$5.86M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.67K+ 5.57% |
$235K - $263K
|
50.6K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2.65KNew |
$233K - $261K
|
2.65K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.64KNew |
$232K - $260K
|
2.64K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.61K+ 5.07% |
$229K - $257K
|
54.1K
$4.7M
|