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
|
Falcon Wealth Planning
|
BUY
|
- |
13.7K+ 4.75% |
$1.21M - $1.35M
|
303K
$27.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.5KNew |
$1.19M - $1.33M
|
13.5K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
13.2KNew |
$1.16M - $1.3M
|
13.2K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
12.9K+ 7.38% |
$1.14M - $1.27M
|
188K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
12.7K+ 5.92% |
$1.12M - $1.25M
|
228K
$20.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.5K+ 59.45% |
$1.01M - $1.13M
|
30.8K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.3K+ 28.21% |
$991K - $1.11M
|
51.3K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.3KNew |
$990K - $1.11M
|
11.3K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10.7K+ 14.76% |
$944K - $1.06M
|
83.6K
$7.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
10.7K+ 0.96% |
$936K - $1.05M
|
1.12M
$102M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 3.9% |
$930K - $1.04M
|
282K
$25.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.5K+ 100.86% |
$924K - $1.04M
|
21K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
10.4K+ 34.08% |
$915K - $1.03M
|
41K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10KNew |
$880K - $988K
|
10K
$907K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.69K+ 92.5% |
$852K - $956K
|
20.2K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
9.53K+ 7.54% |
$837K - $939K
|
136K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
9.27K+ 1.16% |
$815K - $914K
|
809K
$73.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.95K+ 109.26% |
$786K - $882K
|
17.1K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.86K+ 3.45% |
$779K - $874K
|
266K
$24.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.53K+ 26.29% |
$750K - $841K
|
41K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.11K+ 15.73% |
$712K - $799K
|
59.7K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
8.03K+ 5.22% |
$705K - $791K
|
162K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7.99K+ 4.43% |
$702K - $788K
|
188K
$17.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.92K+ 9.21% |
$696K - $781K
|
93.9K
$8.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$682K - $765K
|
7.76K
$703K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.76K+ 3.22% |
$681K - $765K
|
249K
$22.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.13K+ 35635.0% |
$626K - $703K
|
7.15K
$647K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.74K+ 7.77% |
$592K - $664K
|
93.4K
$8.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.67K+ 26.31% |
$586K - $658K
|
32K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
6.52K+ 0.99% |
$573K - $643K
|
665K
$60.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6.37KNew |
$560K - $628K
|
6.37K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
6.27KNew |
$551K - $618K
|
6.27K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.23KNew |
$547K - $614K
|
6.23K
$564K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.16KNew |
$542K - $608K
|
6.16K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.16K+ 45.82% |
$541K - $608K
|
19.6K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
5.79KNew |
$509K - $571K
|
5.79K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.56KNew |
$488K - $548K
|
5.56K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.53K+ 267.63% |
$486K - $545K
|
7.6K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
5.3K+ 5.0% |
$465K - $522K
|
111K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.29K+ 37.67% |
$465K - $522K
|
19.3K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
5.24K+ 4.79% |
$461K - $517K
|
115K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.12KNew |
$450K - $505K
|
5.12K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5.06KNew |
$445K - $499K
|
5.06K
$458K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.97K+ 1.47% |
$437K - $490K
|
344K
$31.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.83K+ 9.18% |
$425K - $477K
|
57.5K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.8KNew |
$422K - $473K
|
4.8K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.7K+ 22.28% |
$412K - $463K
|
25.8K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.66KNew |
$409K - $459K
|
4.66K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 8.16% |
$395K - $444K
|
59.7K
$5.4M
|