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
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
720K+ 879.72% |
$63.3M - $71M
|
802K
$72.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389K+ 685.73% |
$34.1M - $38.3M
|
445K
$40.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
371K+ 3.24% |
$32.5M - $36.5M
|
11.8M
$1.07B
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366KNew |
$32.1M - $36.1M
|
366K
$33.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
329K+ 168.57% |
$28.9M - $32.5M
|
525K
$47.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
288K+ 8815.19% |
$25.3M - $28.4M
|
292K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
184K+ 18.76% |
$16.2M - $18.2M
|
1.17M
$106M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
184K+ 18.76% |
$16.2M - $18.2M
|
1.17M
$106M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
173KNew |
$15.2M - $17.1M
|
173K
$15.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
127KNew |
$11.2M - $12.5M
|
127K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
108KNew |
$9.45M - $10.6M
|
108K
$9.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 39.02% |
$9.33M - $10.5M
|
378K
$34.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
102KNew |
$8.93M - $10M
|
102K
$9.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
99.7K+ 6.01% |
$8.76M - $9.83M
|
1.76M
$159M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
84.8KNew |
$7.45M - $8.36M
|
84.8K
$7.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
79.1K+ 2147.62% |
$6.94M - $7.79M
|
82.7K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
73.5K+ 48.62% |
$6.46M - $7.25M
|
225K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.9KNew |
$4.12M - $4.62M
|
46.9K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44.5K+ 67.94% |
$3.91M - $4.39M
|
110K
$9.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9K+ 65.42% |
$3.85M - $4.32M
|
111K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 12.08% |
$3.75M - $4.21M
|
396K
$35.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40.4K+ 3.5% |
$3.55M - $3.99M
|
1.2M
$108M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.4KNew |
$3.46M - $3.88M
|
39.4K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
39KNew |
$3.43M - $3.85M
|
39K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
BUY
|
- |
38.5K+ 87.1% |
$3.39M - $3.8M
|
82.8K
$7.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
36.4K+ 15.74% |
$3.2M - $3.59M
|
268K
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
36.3K+ 3.0% |
$3.19M - $3.57M
|
1.24M
$113M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
29.2K+ 22.01% |
$2.57M - $2.88M
|
162K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
28.7KNew |
$2.52M - $2.83M
|
28.7K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
28.6KNew |
$2.51M - $2.82M
|
28.6K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
28.4KNew |
$2.49M - $2.8M
|
28.4K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
22.3K+ 13.16% |
$1.96M - $2.2M
|
191K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.9K+ 12.69% |
$1.92M - $2.16M
|
194K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.6K+ 8.38% |
$1.9M - $2.13M
|
280K
$25.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
21.2KNew |
$1.86M - $2.09M
|
21.2K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3K+ 113.97% |
$1.78M - $2M
|
38.1K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$1.78M - $1.99M
|
20.2K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.9K+ 7.99% |
$1.75M - $1.96M
|
269K
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
18KNew |
$1.58M - $1.77M
|
18K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
17.6KNew |
$1.54M - $1.73M
|
17.6K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
17.1K+ 9.42% |
$1.5M - $1.69M
|
199K
$18M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17KNew |
$1.49M - $1.68M
|
17K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.1KNew |
$1.42M - $1.59M
|
16.1K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
16.1K+ 6.89% |
$1.42M - $1.59M
|
250K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
16.1K+ 89477.78% |
$1.41M - $1.59M
|
16.1K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.38M - $1.55M
|
15.8K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.7KNew |
$1.38M - $1.55M
|
15.7K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
15.6K+ 8.3% |
$1.37M - $1.54M
|
204K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.9K+ 19.46% |
$1.31M - $1.47M
|
91.4K
$8.27M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.9KNew |
$1.22M - $1.37M
|
13.9K
$1.26M
|