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
|
Busey Wealth Management
|
SELL
|
- |
-66- 1.56% |
$5.8K - $6.51K
|
4.16K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-66- 1.46% |
$5.8K - $6.51K
|
4.47K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-67- 0.17% |
$5.89K - $6.61K
|
39.6K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 0.44% |
$5.97K - $6.7K
|
15.3K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-68- 2.2% |
$5.97K - $6.7K
|
3.02K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-73- 0.8% |
$6.41K - $7.2K
|
9.08K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-78- 1.16% |
$6.85K - $7.69K
|
6.63K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-80- 1.29% |
$7.03K - $7.89K
|
6.13K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-87- 1.23% |
$7.64K - $8.58K
|
7.01K
$628K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-90- 1.55% |
$7.91K - $8.87K
|
5.71K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-98- 4.04% |
$8.61K - $9.66K
|
2.33K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-100- 0.97% |
$8.79K - $9.86K
|
10.2K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 3.55% |
$8.79K - $9.86K
|
2.72K
$244K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 1.74% |
$8.79K - $9.86K
|
5.66K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-104- 0.74% |
$9.14K - $10.3K
|
14K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-106- 3.21% |
$9.31K - $10.5K
|
3.2K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-122- 45.19% |
$10.7K - $12K
|
148
$13.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-130- 31.86% |
$11.4K - $12.8K
|
278
$24.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-145- 1.13% |
$12.7K - $14.3K
|
12.7K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 3.46% |
$12.8K - $14.4K
|
4.07K
$365K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-147- 2.23% |
$12.9K - $14.5K
|
6.44K
$577K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 5.85% |
$13.2K - $14.8K
|
2.41K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 4.53% |
$13.5K - $15.2K
|
3.25K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-156- 0.8% |
$13.7K - $15.4K
|
19.3K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-162- 1.01% |
$14.2K - $16K
|
15.9K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-164- 3.31% |
$14.4K - $16.2K
|
4.79K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-171- 57.0% |
$15K - $16.9K
|
129
$11.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-172- 2.25% |
$15.1K - $17K
|
7.49K
$671K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-176- 0.23% |
$15.5K - $17.4K
|
76.3K
$6.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-178- 6.59% |
$15.6K - $17.6K
|
2.52K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 1.24% |
$16.3K - $18.2K
|
14.7K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 3.9% |
$17.6K - $19.7K
|
4.93K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-200- 1.52% |
$17.6K - $19.7K
|
13K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-201- 6.71% |
$17.7K - $19.8K
|
2.8K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-203- 10.96% |
$17.8K - $20K
|
1.65K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-206- 17.93% |
$18.1K - $20.3K
|
943
$84.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-211- 2.08% |
$18.5K - $20.8K
|
9.94K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-213- 4.32% |
$18.7K - $21K
|
4.71K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-213- 2.28% |
$18.7K - $21K
|
9.14K
$819K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-234- 1.35% |
$20.6K - $23.1K
|
17K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-242- 1.66% |
$21.3K - $23.9K
|
14.3K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-246- 19.98% |
$21.6K - $24.3K
|
985
$88.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-247- 9.79% |
$21.7K - $24.4K
|
2.28K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-248- 6.76% |
$21.8K - $24.5K
|
3.42K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-252- 1.11% |
$22.1K - $24.8K
|
22.5K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-270- 3.58% |
$23.7K - $26.6K
|
7.27K
$651K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-280- 8.26% |
$24.6K - $27.6K
|
3.11K
$279K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282- 39.72% |
$24.8K - $27.8K
|
428
$38.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-295- 1.35% |
$25.9K - $29.1K
|
21.5K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-295- 8.22% |
$25.9K - $29.1K
|
3.29K
$295K
|