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
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$351 - $394
|
4.41K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.16% |
$264 - $296
|
1.91K
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.02% |
$264 - $296
|
297
$26.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.6% |
$264 - $296
|
499
$44.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$176 - $197
|
3.9K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.08% |
$176 - $197
|
2.53K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$176 - $197
|
2.78K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.0% |
$87.9 - $98.6
|
51
$4.57K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.84K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.13% |
$87.9 - $98.6
|
745
$66.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.48% |
$87.9 - $98.6
|
209
$18.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.39K
$214K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.01% |
$87.9 - $98.6
|
6.82K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2- 0.04% |
$176 - $197
|
5.61K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3- 0.04% |
$264 - $296
|
7.46K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 1.09% |
$351 - $394
|
363
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 0.79% |
$351 - $394
|
500
$44.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-5- 0.01% |
$439 - $493
|
58.7K
$5.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.54% |
$615 - $690
|
1.29K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7- 0.01% |
$615 - $690
|
76.6K
$6.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-10- 4.39% |
$879 - $986
|
218
$19.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13- 0.18% |
$1.14K - $1.28K
|
7.3K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.18% |
$1.32K - $1.48K
|
8.15K
$730K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-19- 0.42% |
$1.67K - $1.87K
|
4.46K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-21- 0.25% |
$1.84K - $2.07K
|
8.55K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 0.7% |
$1.93K - $2.17K
|
3.12K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25- 0.05% |
$2.2K - $2.47K
|
55K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 0.03% |
$2.28K - $2.56K
|
79K
$7.08M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-29- 1.17% |
$2.55K - $2.86K
|
2.45K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-30- 0.86% |
$2.64K - $2.96K
|
3.44K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-31- 0.18% |
$2.72K - $3.06K
|
17.5K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.15% |
$2.81K - $3.16K
|
21.6K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-33- 1.16% |
$2.9K - $3.25K
|
2.81K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-33- 0.46% |
$2.9K - $3.25K
|
7.15K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-42- 0.3% |
$3.69K - $4.14K
|
13.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-42- 1.23% |
$3.69K - $4.14K
|
3.38K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-45- 4.05% |
$3.95K - $4.44K
|
1.07K
$95.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-46- 0.69% |
$4.04K - $4.54K
|
6.59K
$591K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-48- 0.96% |
$4.22K - $4.73K
|
4.93K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-49- 1.68% |
$4.3K - $4.83K
|
2.87K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.39K - $4.93K
|
18.9K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-50- 1.94% |
$4.39K - $4.93K
|
2.52K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-50- 0.3% |
$4.39K - $4.93K
|
16.4K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-52- 94.55% |
$4.57K - $5.13K
|
3
$269
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-54- 1.02% |
$4.74K - $5.32K
|
5.25K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-60- 1.19% |
$5.27K - $5.92K
|
4.99K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-65- 2.25% |
$5.71K - $6.41K
|
2.82K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-65- 0.49% |
$5.71K - $6.41K
|
13.1K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-66- 25.88% |
$5.8K - $6.51K
|
189
$16.9K
|