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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-278- 1.35% |
$24.4K - $27.4K
|
20.3K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-280- 8.26% |
$24.6K - $27.6K
|
3.11K
$285K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282- 39.72% |
$24.8K - $27.8K
|
428
$39.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-282- 0.36% |
$24.8K - $27.8K
|
77.9K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-287- 9.81% |
$25.2K - $28.3K
|
2.64K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-295- 8.22% |
$25.9K - $29.1K
|
3.29K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-295- 1.35% |
$25.9K - $29.1K
|
21.5K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-296- 3.71% |
$26K - $29.2K
|
7.67K
$703K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-296- 8.29% |
$26K - $29.2K
|
3.27K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 2.64% |
$26.4K - $29.6K
|
11.1K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 20.45% |
$26.4K - $29.6K
|
1.17K
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-316- 4.16% |
$27.8K - $31.2K
|
7.28K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-319- 9.86% |
$28K - $31.5K
|
2.92K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-325- 6.5% |
$28.6K - $32K
|
4.67K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-328- 6.86% |
$28.8K - $32.3K
|
4.45K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-344- 0.39% |
$30.2K - $33.9K
|
88.7K
$8.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-348- 10.4% |
$30.6K - $34.3K
|
3K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-357- 3.06% |
$31.4K - $35.2K
|
11.3K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-360- 1.73% |
$31.6K - $35.5K
|
20.4K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-361- 1.69% |
$31.7K - $35.6K
|
21K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-375- 1.14% |
$32.9K - $37K
|
32.5K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-376- 5.05% |
$33K - $37.1K
|
7.07K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-379- 4.6% |
$33.3K - $37.4K
|
7.85K
$719K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-380- 4.71% |
$33.4K - $37.5K
|
7.68K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-383- 98.97% |
$33.6K - $37.8K
|
4
$367
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-383- 0.25% |
$33.6K - $37.8K
|
151K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-389- 12.44% |
$34.2K - $38.4K
|
2.74K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-395- 4.06% |
$34.7K - $38.9K
|
9.32K
$854K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-400- 10.04% |
$35.1K - $39.4K
|
3.59K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 4.99% |
$35.1K - $39.4K
|
7.62K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-402- 15.17% |
$35.3K - $39.6K
|
2.25K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-416- 4.3% |
$36.5K - $41K
|
9.25K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-419- 0.87% |
$36.8K - $41.3K
|
48K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-421- 3.8% |
$37K - $41.5K
|
10.7K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-424- 0.96% |
$37.2K - $41.8K
|
43.9K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-425- 98.61% |
$37.3K - $41.9K
|
6
$550
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-426- 2.59% |
$37.4K - $42K
|
16K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-432- 2.65% |
$38K - $42.6K
|
15.9K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-460- 2.28% |
$40.4K - $45.4K
|
19.7K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-464- 13.06% |
$40.8K - $45.8K
|
3.09K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-475- 5.74% |
$41.7K - $46.8K
|
7.8K
$715K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-478- 4.9% |
$42K - $47.1K
|
9.27K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-487- 10.98% |
$42.8K - $48K
|
3.95K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-488- 10.43% |
$42.9K - $48.1K
|
4.19K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-494- 10.29% |
$43.4K - $48.7K
|
4.31K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-497- 27.37% |
$43.7K - $49K
|
1.32K
$121K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-504- 2.03% |
$44.3K - $49.7K
|
24.3K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-513- 14.76% |
$45.1K - $50.6K
|
2.96K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-513- 2.21% |
$45.1K - $50.6K
|
22.7K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-514- 2.4% |
$45.2K - $50.7K
|
20.9K
$1.91M
|