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 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-176- 0.23% |
$15.5K - $17.4K
|
76.3K
$6.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-178- 6.59% |
$15.6K - $17.6K
|
2.52K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-179- 1.22% |
$15.7K - $17.6K
|
14.4K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 1.24% |
$16.3K - $18.2K
|
14.7K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 3.9% |
$17.6K - $19.7K
|
4.93K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-200- 1.52% |
$17.6K - $19.7K
|
13K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-201- 6.71% |
$17.7K - $19.8K
|
2.8K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-203- 10.96% |
$17.8K - $20K
|
1.65K
$149K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-206- 17.93% |
$18.1K - $20.3K
|
943
$85.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-208- 1.86% |
$18.3K - $20.5K
|
11K
$992K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-211- 2.08% |
$18.5K - $20.8K
|
9.94K
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-213- 4.32% |
$18.7K - $21K
|
4.71K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-213- 2.28% |
$18.7K - $21K
|
9.14K
$827K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-227- 0.32% |
$19.9K - $22.4K
|
71.2K
$6.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-234- 1.35% |
$20.6K - $23.1K
|
17K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-242- 1.66% |
$21.3K - $23.9K
|
14.3K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-246- 19.98% |
$21.6K - $24.3K
|
985
$89.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-247- 9.79% |
$21.7K - $24.4K
|
2.28K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-248- 6.76% |
$21.8K - $24.5K
|
3.42K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-252- 1.11% |
$22.1K - $24.8K
|
22.5K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-254- 6.44% |
$22.3K - $25K
|
3.69K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-263- 3.12% |
$23.1K - $25.9K
|
8.17K
$739K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-270- 3.58% |
$23.7K - $26.6K
|
7.27K
$657K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-278- 1.35% |
$24.4K - $27.4K
|
20.3K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-280- 8.26% |
$24.6K - $27.6K
|
3.11K
$281K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282- 39.72% |
$24.8K - $27.8K
|
428
$38.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-282- 0.36% |
$24.8K - $27.8K
|
77.9K
$7.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-295- 8.22% |
$25.9K - $29.1K
|
3.29K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-295- 1.35% |
$25.9K - $29.1K
|
21.5K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-296- 3.71% |
$26K - $29.2K
|
7.67K
$694K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-296- 8.29% |
$26K - $29.2K
|
3.27K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 20.45% |
$26.4K - $29.6K
|
1.17K
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 2.64% |
$26.4K - $29.6K
|
11.1K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-316- 4.16% |
$27.8K - $31.2K
|
7.28K
$658K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-319- 9.86% |
$28K - $31.5K
|
2.92K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-325- 6.5% |
$28.6K - $32K
|
4.67K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-328- 6.86% |
$28.8K - $32.3K
|
4.45K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-344- 0.39% |
$30.2K - $33.9K
|
88.7K
$8.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-348- 10.4% |
$30.6K - $34.3K
|
3K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-361- 1.69% |
$31.7K - $35.6K
|
21K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-376- 5.05% |
$33K - $37.1K
|
7.07K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-379- 4.6% |
$33.3K - $37.4K
|
7.85K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-383- 0.25% |
$33.6K - $37.8K
|
151K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-383- 98.97% |
$33.6K - $37.8K
|
4
$362
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-389- 12.44% |
$34.2K - $38.4K
|
2.74K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-395- 4.06% |
$34.7K - $38.9K
|
9.32K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-400- 10.04% |
$35.1K - $39.4K
|
3.59K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 4.99% |
$35.1K - $39.4K
|
7.62K
$689K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-402- 15.17% |
$35.3K - $39.6K
|
2.25K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-416- 4.3% |
$36.5K - $41K
|
9.25K
$837K
|