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 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.58K+ 18.47% |
$226K - $254K
|
16.5K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
2.54K+ 5.13% |
$223K - $250K
|
52K
$4.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.53K+ 9.77% |
$222K - $249K
|
28.4K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.52K+ 18.72% |
$221K - $248K
|
16K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.51KNew |
$220K - $247K
|
2.51K
$218K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.5KNew |
$219K - $246K
|
2.5K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.48K+ 3.73% |
$218K - $244K
|
68.9K
$5.98M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.47K+ 4.54% |
$217K - $244K
|
57K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.47K+ 8.08% |
$217K - $244K
|
33.1K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.47K+ 6.47% |
$217K - $243K
|
40.6K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
2.47K+ 0.49% |
$217K - $243K
|
501K
$43.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.46K+ 20.93% |
$216K - $243K
|
14.2K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.46KNew |
$216K - $243K
|
2.46K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46KNew |
$216K - $242K
|
2.46K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.43K+ 26.05% |
$213K - $240K
|
11.8K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.4K+ 2.21% |
$211K - $237K
|
111K
$9.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.38K+ 6.37% |
$209K - $234K
|
39.7K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.38KNew |
$209K - $234K
|
2.38K
$206K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.37KNew |
$208K - $234K
|
2.37K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
2.37KNew |
$208K - $233K
|
2.37K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
2.34KNew |
$205K - $230K
|
2.34K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.34K+ 46.54% |
$205K - $230K
|
7.36K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.33K+ 8.79% |
$205K - $230K
|
28.8K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.31K+ 13.75% |
$203K - $228K
|
19.1K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.3K+ 5.14% |
$202K - $227K
|
47.1K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.29K+ 20.43% |
$201K - $225K
|
13.5K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.27K+ 12.44% |
$199K - $223K
|
20.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.26KNew |
$199K - $223K
|
2.26K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.24K+ 14.92% |
$197K - $221K
|
17.3K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.24K+ 3.62% |
$197K - $221K
|
64.1K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.22K+ 0.6% |
$195K - $219K
|
374K
$32.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.22K+ 31.0% |
$195K - $219K
|
9.37K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.22K+ 64.99% |
$195K - $218K
|
5.63K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.21K+ 2.98% |
$194K - $218K
|
76.3K
$6.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.21K+ 26.4% |
$194K - $218K
|
10.6K
$919K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.2KNew |
$193K - $217K
|
2.2K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.18K+ 8.16% |
$191K - $214K
|
28.8K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.13K+ 6.27% |
$187K - $210K
|
36.1K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11K+ 37.43% |
$185K - $208K
|
7.74K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 2.18% |
$185K - $207K
|
98.7K
$8.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.07KNew |
$182K - $204K
|
2.07K
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.07K+ 5.13% |
$181K - $204K
|
42.3K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.06K+ 0.97% |
$181K - $203K
|
214K
$18.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.05K+ 5.7% |
$180K - $202K
|
38K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.05K+ 4.44% |
$180K - $202K
|
48.2K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 7.1% |
$179K - $201K
|
30.8K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.02K+ 14.72% |
$178K - $199K
|
15.8K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.98K+ 7.75% |
$174K - $195K
|
27.5K
$2.39M
|