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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 20.45% |
$26.4K - $29.6K
|
1.17K
$105K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 2.64% |
$26.4K - $29.6K
|
11.1K
$992K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-316- 4.16% |
$27.8K - $31.2K
|
7.28K
$652K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-319- 9.86% |
$28K - $31.5K
|
2.92K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-325- 6.5% |
$28.6K - $32K
|
4.67K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-328- 6.86% |
$28.8K - $32.3K
|
4.45K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-344- 0.39% |
$30.2K - $33.9K
|
88.7K
$7.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-348- 10.4% |
$30.6K - $34.3K
|
3K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-361- 1.69% |
$31.7K - $35.6K
|
21K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-379- 4.6% |
$33.3K - $37.4K
|
7.85K
$704K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-389- 12.44% |
$34.2K - $38.4K
|
2.74K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-395- 4.06% |
$34.7K - $38.9K
|
9.32K
$835K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 4.99% |
$35.1K - $39.4K
|
7.62K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-402- 15.17% |
$35.3K - $39.6K
|
2.25K
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-416- 4.3% |
$36.5K - $41K
|
9.25K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-421- 3.8% |
$37K - $41.5K
|
10.7K
$955K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-424- 0.96% |
$37.2K - $41.8K
|
43.9K
$3.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-425- 98.61% |
$37.3K - $41.9K
|
6
$538
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-432- 2.65% |
$38K - $42.6K
|
15.9K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-460- 2.28% |
$40.4K - $45.4K
|
19.7K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-475- 5.74% |
$41.7K - $46.8K
|
7.8K
$699K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-478- 4.9% |
$42K - $47.1K
|
9.27K
$831K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-487- 10.98% |
$42.8K - $48K
|
3.95K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-494- 10.29% |
$43.4K - $48.7K
|
4.31K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-513- 2.21% |
$45.1K - $50.6K
|
22.7K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-513- 14.76% |
$45.1K - $50.6K
|
2.96K
$266K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-565- 1.97% |
$49.6K - $55.7K
|
28.2K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-570- 4.61% |
$50.1K - $56.2K
|
11.8K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-619- 20.63% |
$54.4K - $61K
|
2.38K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-622- 10.68% |
$54.6K - $61.3K
|
5.2K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-623- 6.97% |
$54.7K - $61.4K
|
8.31K
$745K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-634- 7.08% |
$55.7K - $62.5K
|
8.32K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-661- 9.19% |
$58.1K - $65.2K
|
6.53K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-664- 11.48% |
$58.3K - $65.5K
|
5.12K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-690- 0.89% |
$60.6K - $68K
|
76.6K
$6.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-700- 19.06% |
$61.5K - $69K
|
2.97K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-715- 2.43% |
$62.8K - $70.5K
|
28.7K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-725- 5.1% |
$63.7K - $71.5K
|
13.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-726- 6.26% |
$63.8K - $71.6K
|
10.9K
$974K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-734- 20.07% |
$64.5K - $72.4K
|
2.92K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-734- 3.08% |
$64.5K - $72.4K
|
23.1K
$2.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-737- 9.6% |
$64.7K - $72.7K
|
6.94K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-768- 21.09% |
$67.5K - $75.7K
|
2.87K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-778- 5.21% |
$68.3K - $76.7K
|
14.2K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-814- 6.56% |
$71.5K - $80.3K
|
11.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-836- 2.17% |
$73.4K - $82.4K
|
37.6K
$3.37M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-877- 11.44% |
$77K - $86.5K
|
6.79K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-885- 10.45% |
$77.7K - $87.3K
|
7.59K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-890- 39.14% |
$78.2K - $87.8K
|
1.38K
$124K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-906- 1.77% |
$79.6K - $89.3K
|
50.1K
$4.49M
|