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 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-918- 16.07% |
$80.6K - $90.5K
|
4.79K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-920- 1.94% |
$80.8K - $90.7K
|
46.6K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-946- 1.76% |
$83.1K - $93.3K
|
52.8K
$4.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-962- 4.15% |
$84.5K - $94.9K
|
22.2K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-977- 10.96% |
$85.8K - $96.3K
|
7.94K
$718K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-988- 0.51% |
$86.8K - $97.4K
|
192K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-997- 9.53% |
$87.6K - $98.3K
|
9.47K
$856K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.03K- 11.52% |
$90.4K - $101K
|
7.91K
$715K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.04K- 10.01% |
$90.9K - $102K
|
9.31K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.05K- 30.29% |
$91.8K - $103K
|
2.41K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.05K- 9.73% |
$92.6K - $104K
|
9.78K
$884K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.15K- 21.65% |
$101K - $114K
|
4.18K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.18K- 18.68% |
$104K - $116K
|
5.14K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.23K- 92.07% |
$108K - $121K
|
106
$9.59K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.25K- 24.33% |
$110K - $124K
|
3.9K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 18.74% |
$112K - $126K
|
5.54K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.29K- 18.82% |
$114K - $127K
|
5.58K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.3K- 4.09% |
$114K - $128K
|
30.5K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.32K- 6.23% |
$116K - $131K
|
19.9K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.37K- 4.82% |
$121K - $135K
|
27.1K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.37K- 1.15% |
$121K - $135K
|
118K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.4K- 3.06% |
$123K - $138K
|
44.5K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.41K- 1.23% |
$124K - $139K
|
113K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.41K- 27.35% |
$124K - $139K
|
3.75K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.43K- 2.02% |
$125K - $141K
|
69.1K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.44K- 19.49% |
$127K - $142K
|
5.97K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.45K- 99.93% |
$127K - $143K
|
1
$90.4
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.45K- 11.01% |
$128K - $143K
|
11.7K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.46K- 13.09% |
$128K - $144K
|
9.66K
$874K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.47K- 5.67% |
$129K - $145K
|
24.5K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.5K- 35.15% |
$131K - $147K
|
2.76K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.51K- 27.66% |
$132K - $148K
|
3.94K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 17.11% |
$134K - $151K
|
7.42K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.54K- 10.51% |
$135K - $151K
|
13.1K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.57K- 8.66% |
$138K - $154K
|
16.5K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 19.56% |
$140K - $157K
|
6.54K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.61K- 22.21% |
$141K - $158K
|
5.63K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 4.05% |
$142K - $159K
|
38.3K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.62K- 19.83% |
$142K - $159K
|
6.53K
$591K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.72K- 3.72% |
$151K - $169K
|
44.4K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.74K- 8.74% |
$153K - $171K
|
18.2K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 31.35% |
$154K - $173K
|
3.84K
$348K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-1.77K- 6.83% |
$155K - $174K
|
24.1K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.92K- 6.96% |
$168K - $189K
|
25.6K
$2.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.92K- 4.57% |
$169K - $190K
|
40.2K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.96K- 16.52% |
$172K - $193K
|
9.88K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.99K- 7.27% |
$174K - $196K
|
25.4K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.99K- 17.79% |
$175K - $196K
|
9.2K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 0.98% |
$175K - $197K
|
202K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2K- 34.91% |
$176K - $197K
|
3.73K
$338K
|