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
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.47K- 5.67% |
$129K - $145K
|
24.5K
$2.2M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.5K- 35.15% |
$131K - $147K
|
2.76K
$247K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.51K- 27.66% |
$132K - $148K
|
3.94K
$353K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 1.88% |
$134K - $150K
|
79.2K
$7.11M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 17.11% |
$134K - $151K
|
7.42K
$665K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.54K- 10.51% |
$135K - $151K
|
13.1K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.54K- 12.31% |
$135K - $152K
|
11K
$986K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.57K- 8.66% |
$138K - $154K
|
16.5K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 19.56% |
$140K - $157K
|
6.54K
$587K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.61K- 5.89% |
$141K - $158K
|
25.6K
$2.3M
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.61K- 22.21% |
$141K - $158K
|
5.63K
$505K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 4.05% |
$142K - $159K
|
38.3K
$3.43M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.62K- 19.83% |
$142K - $159K
|
6.53K
$586K
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.62K- 3.97% |
$142K - $160K
|
39.2K
$3.52M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.63K- 1.46% |
$143K - $161K
|
110K
$9.85M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.7K- 8.31% |
$149K - $168K
|
18.8K
$1.68M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.72K- 3.72% |
$151K - $169K
|
44.4K
$3.98M
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.74K- 8.74% |
$153K - $171K
|
18.2K
$1.63M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.75K- 4.42% |
$154K - $172K
|
37.8K
$3.39M
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 31.35% |
$154K - $173K
|
3.84K
$345K
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-1.77K- 6.83% |
$155K - $174K
|
24.1K
$2.16M
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.79K- 14.36% |
$157K - $176K
|
10.7K
$957K
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.83K- 29.3% |
$161K - $180K
|
4.41K
$396K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.84K- 28.14% |
$162K - $182K
|
4.7K
$422K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.86K- 6.21% |
$163K - $183K
|
28.1K
$2.52M
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.92K- 6.96% |
$168K - $189K
|
25.6K
$2.3M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.92K- 4.57% |
$169K - $190K
|
40.2K
$3.6M
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.94K- 7.61% |
$171K - $192K
|
23.6K
$2.12M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.96K- 16.52% |
$172K - $193K
|
9.88K
$886K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.99K- 7.27% |
$174K - $196K
|
25.4K
$2.27M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.99K- 17.79% |
$175K - $196K
|
9.2K
$825K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 0.98% |
$175K - $197K
|
202K
$18.1M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2K- 34.91% |
$176K - $197K
|
3.73K
$335K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2K- 9.77% |
$176K - $198K
|
18.5K
$1.66M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.02K- 25.71% |
$177K - $199K
|
5.84K
$524K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.05K- 3.74% |
$180K - $202K
|
52.8K
$4.74M
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.07K- 14.79% |
$182K - $204K
|
11.9K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.09K- 3.09% |
$184K - $206K
|
65.5K
$5.88M
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.15KClosed |
$189K - $212K
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.2K- 2.89% |
$193K - $217K
|
73.9K
$6.63M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 8.76% |
$193K - $217K
|
22.9K
$2.05M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.21K- 9.76% |
$194K - $218K
|
20.4K
$1.83M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.24K- 9.27% |
$197K - $221K
|
21.9K
$1.97M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.27K- 4.64% |
$199K - $224K
|
46.6K
$4.18M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.27K- 61.86% |
$200K - $224K
|
1.4K
$126K
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.4K- 4.42% |
$211K - $236K
|
51.9K
$4.65M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.43K- 8.18% |
$214K - $240K
|
27.3K
$2.45M
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.45K- 21.55% |
$215K - $242K
|
8.93K
$801K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.47K- 10.77% |
$217K - $244K
|
20.5K
$1.84M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.5K- 0.73% |
$220K - $247K
|
342K
$30.7M
|