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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.98K+ 11.02% |
$174K - $195K
|
19.9K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
BUY
|
- |
1.96K+ 0.96% |
$172K - $193K
|
205K
$17.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.89KNew |
$166K - $186K
|
1.89K
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.89K+ 9.63% |
$166K - $186K
|
21.5K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.88K+ 9.64% |
$165K - $185K
|
21.4K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.87K+ 1.81% |
$164K - $184K
|
105K
$9.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
1.84K+ 2.53% |
$162K - $182K
|
74.7K
$6.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.84K+ 8.31% |
$161K - $181K
|
23.9K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.83K+ 28.92% |
$160K - $180K
|
8.14K
$707K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.81K+ 11.22% |
$159K - $178K
|
17.9K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.8K+ 37.69% |
$158K - $178K
|
6.59K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.79K+ 43.33% |
$157K - $176K
|
5.92K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.79K+ 1.83% |
$157K - $176K
|
99.7K
$8.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.78K+ 0.45% |
$157K - $176K
|
401K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.77K+ 12.86% |
$155K - $174K
|
15.5K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76K+ 76.62% |
$155K - $174K
|
4.06K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75K+ 15.84% |
$154K - $173K
|
12.8K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.75K+ 7.34% |
$154K - $173K
|
25.6K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
1.75K+ 0.7% |
$154K - $172K
|
253K
$22M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.74KNew |
$153K - $172K
|
1.74K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.73K+ 4.98% |
$152K - $171K
|
36.5K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.72K+ 4.12% |
$151K - $170K
|
43.5K
$3.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
1.72K+ 32.58% |
$151K - $169K
|
6.98K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.71KNew |
$150K - $168K
|
1.71K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.7K+ 3.3% |
$149K - $167K
|
53K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 16.36% |
$148K - $167K
|
12K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.68K+ 5.54% |
$148K - $166K
|
32K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.68K+ 13.68% |
$147K - $165K
|
13.9K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.67KNew |
$147K - $165K
|
1.67K
$145K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.65KNew |
$145K - $162K
|
1.65K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.63K+ 14.32% |
$144K - $161K
|
13K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
1.63K+ 41.21% |
$143K - $160K
|
5.57K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.61K+ 5.81% |
$141K - $159K
|
29.3K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.61K+ 12.71% |
$141K - $158K
|
14.2K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.6K+ 15.74% |
$141K - $158K
|
11.8K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.6K+ 36.21% |
$141K - $158K
|
6.02K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.59K+ 2.72% |
$140K - $157K
|
60.3K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.59K+ 5.8% |
$140K - $157K
|
29.1K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 4.61% |
$139K - $156K
|
35.8K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.56K+ 1.79% |
$137K - $154K
|
88.8K
$7.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.55K+ 1.56% |
$136K - $153K
|
101K
$8.74M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.54K+ 4.78% |
$135K - $151K
|
33.7K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.52K+ 4.81% |
$134K - $150K
|
33.2K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.52K+ 19.49% |
$133K - $150K
|
9.31K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.5KNew |
$132K - $148K
|
1.5K
$130K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.49K+ 49.13% |
$131K - $147K
|
4.53K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.48K+ 42.79% |
$130K - $146K
|
4.95K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.29% |
$129K - $145K
|
65.8K
$5.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.47K+ 1.78% |
$129K - $145K
|
84.4K
$7.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 5.38% |
$128K - $143K
|
28.4K
$2.47M
|