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 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-49- 1.68% |
$4.3K - $4.83K
|
2.87K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-50- 1.94% |
$4.39K - $4.93K
|
2.52K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.39K - $4.93K
|
18.9K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-50- 0.3% |
$4.39K - $4.93K
|
16.4K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-52- 94.55% |
$4.57K - $5.13K
|
3
$271
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-52- 7.16% |
$4.57K - $5.13K
|
674
$60.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-54- 1.02% |
$4.74K - $5.32K
|
5.25K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-60- 1.19% |
$5.27K - $5.92K
|
4.99K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-65- 0.49% |
$5.71K - $6.41K
|
13.1K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-65- 2.25% |
$5.71K - $6.41K
|
2.82K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-66- 25.88% |
$5.8K - $6.51K
|
189
$17.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-66- 1.56% |
$5.8K - $6.51K
|
4.16K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-66- 1.46% |
$5.8K - $6.51K
|
4.47K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-67- 0.17% |
$5.89K - $6.61K
|
39.6K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 0.44% |
$5.97K - $6.7K
|
15.3K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-68- 2.2% |
$5.97K - $6.7K
|
3.02K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 0.24% |
$6.15K - $6.9K
|
29.7K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-73- 0.8% |
$6.41K - $7.2K
|
9.08K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 0.91% |
$6.59K - $7.4K
|
8.2K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-78- 1.16% |
$6.85K - $7.69K
|
6.63K
$600K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-80- 1.29% |
$7.03K - $7.89K
|
6.13K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-87- 1.23% |
$7.64K - $8.58K
|
7.01K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-90- 1.55% |
$7.91K - $8.87K
|
5.71K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-98- 4.04% |
$8.61K - $9.66K
|
2.33K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-99- 38.82% |
$8.7K - $9.76K
|
156
$14.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 1.74% |
$8.79K - $9.86K
|
5.66K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-100- 0.97% |
$8.79K - $9.86K
|
10.2K
$922K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 3.55% |
$8.79K - $9.86K
|
2.72K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-102- 1.07% |
$8.96K - $10.1K
|
9.47K
$857K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-104- 28.57% |
$9.14K - $10.3K
|
260
$23.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-104- 0.74% |
$9.14K - $10.3K
|
14K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-106- 3.21% |
$9.31K - $10.5K
|
3.2K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-122- 45.19% |
$10.7K - $12K
|
148
$13.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-129- 0.66% |
$11.3K - $12.7K
|
19.4K
$1.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-130- 31.86% |
$11.4K - $12.8K
|
278
$25.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-131- 5.02% |
$11.5K - $12.9K
|
2.48K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-132- 4.52% |
$11.6K - $13K
|
2.79K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-145- 3.79% |
$12.7K - $14.3K
|
3.68K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-145- 1.13% |
$12.7K - $14.3K
|
12.7K
$1.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 3.46% |
$12.8K - $14.4K
|
4.07K
$368K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-147- 2.23% |
$12.9K - $14.5K
|
6.44K
$582K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 5.85% |
$13.2K - $14.8K
|
2.41K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-152- 1.94% |
$13.4K - $15K
|
7.68K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 4.53% |
$13.5K - $15.2K
|
3.25K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-156- 0.8% |
$13.7K - $15.4K
|
19.3K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-162- 1.01% |
$14.2K - $16K
|
15.9K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-164- 3.31% |
$14.4K - $16.2K
|
4.79K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-168- 0.77% |
$14.8K - $16.6K
|
21.6K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-171- 57.0% |
$15K - $16.9K
|
129
$11.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-172- 2.25% |
$15.1K - $17K
|
7.49K
$677K
|