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 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-915- 2.41% |
$80.4K - $90.2K
|
37K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-916- 1.96% |
$80.5K - $90.3K
|
45.8K
$4.14M
|
|
|
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
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-925- 4.38% |
$81.3K - $91.2K
|
20.2K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-943- 2.98% |
$82.8K - $93K
|
30.7K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-946- 1.76% |
$83.1K - $93.3K
|
52.8K
$4.78M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-953- 4.4% |
$83.7K - $94K
|
20.7K
$1.88M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-979- 21.74% |
$86K - $96.5K
|
3.52K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-986- 19.23% |
$86.6K - $97.2K
|
4.14K
$375K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-988- 0.51% |
$86.8K - $97.4K
|
192K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-991- 7.1% |
$87.1K - $97.7K
|
13K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-997- 9.53% |
$87.6K - $98.3K
|
9.47K
$857K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.02K- 12.28% |
$89.9K - $101K
|
7.31K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.02K- 3.39% |
$90K - $101K
|
29.2K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.03K- 11.52% |
$90.4K - $101K
|
7.91K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.04K- 10.01% |
$90.9K - $102K
|
9.31K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 6.33% |
$91.5K - $103K
|
15.4K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.05K- 30.29% |
$91.8K - $103K
|
2.41K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.05K- 9.73% |
$92.6K - $104K
|
9.78K
$885K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.07K- 4.24% |
$94.2K - $106K
|
24.2K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.11K- 0.82% |
$97.2K - $109K
|
133K
$12.1M
|
|
|
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
$9.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.25K- 15.22% |
$110K - $123K
|
6.96K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.25K- 24.33% |
$110K - $124K
|
3.9K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 18.74% |
$112K - $126K
|
5.54K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.29K- 31.0% |
$113K - $127K
|
2.86K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.29K- 18.82% |
$114K - $127K
|
5.58K
$505K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.33K- 4.71% |
$117K - $131K
|
26.9K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.35K- 0.16% |
$119K - $134K
|
861K
$78M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.39K- 1.04% |
$122K - $137K
|
132K
$12M
|
|
|
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
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.45K- 0.35% |
$127K - $143K
|
417K
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 3.59% |
$127K - $143K
|
38.9K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.45K- 99.93% |
$127K - $143K
|
1
$90.5
|
|
|
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
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 5.95% |
$129K - $145K
|
23.2K
$2.1M
|