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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.67K+ 12.48% |
$322K - $362K
|
33.1K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.63K+ 26.95% |
$319K - $358K
|
17.1K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.63K+ 2.14% |
$319K - $358K
|
173K
$15.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.59K+ 3.45% |
$315K - $354K
|
108K
$9.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.51K+ 1432.24% |
$308K - $346K
|
3.75K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 18.59% |
$306K - $344K
|
22.2K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.49K+ 8.4% |
$306K - $344K
|
45K
$4.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.36K+ 3.1% |
$295K - $331K
|
112K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.33K+ 8.78% |
$292K - $328K
|
41.2K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.26K+ 15.49% |
$287K - $322K
|
24.3K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$285K - $320K
|
3.24K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.22K+ 7.08% |
$283K - $318K
|
48.7K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.16KNew |
$278K - $311K
|
3.16K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.11KNew |
$273K - $306K
|
3.11K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.03KNew |
$266K - $299K
|
3.03K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3K+ 351.11% |
$264K - $296K
|
3.86K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$264K - $296K
|
3K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.99K+ 3.95% |
$263K - $295K
|
78.7K
$7.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.95K+ 20.09% |
$259K - $291K
|
17.6K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.9K+ 7.31% |
$255K - $286K
|
42.6K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.9KNew |
$254K - $285K
|
2.9K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.87K+ 7.88% |
$252K - $282K
|
39.2K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.81K+ 3.22% |
$247K - $277K
|
90K
$8.25M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.79K+ 4.21% |
$245K - $275K
|
69K
$6.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.78K+ 28.52% |
$244K - $274K
|
12.5K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
2.78K+ 3.12% |
$244K - $274K
|
91.8K
$8.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.73K+ 1.55% |
$240K - $269K
|
179K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.69K+ 7.52% |
$237K - $266K
|
38.5K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.69K+ 1.44% |
$236K - $265K
|
189K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.68K+ 4.13% |
$235K - $264K
|
67.5K
$6.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2.65KNew |
$233K - $261K
|
2.65K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.61K+ 5.07% |
$229K - $257K
|
54.1K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
2.54K+ 5.13% |
$223K - $250K
|
52K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.53K+ 9.77% |
$222K - $249K
|
28.4K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.52K+ 18.72% |
$221K - $248K
|
16K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.48K+ 3.73% |
$218K - $244K
|
68.9K
$6.31M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.47K+ 4.54% |
$217K - $244K
|
57K
$5.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.47K+ 8.08% |
$217K - $244K
|
33.1K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.47K+ 6.47% |
$217K - $243K
|
40.6K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
2.47K+ 0.49% |
$217K - $243K
|
501K
$45.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.46K+ 20.93% |
$216K - $243K
|
14.2K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.46KNew |
$216K - $243K
|
2.46K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.4K+ 2.21% |
$211K - $237K
|
111K
$10.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.37KNew |
$208K - $234K
|
2.37K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.34K+ 46.54% |
$205K - $230K
|
7.36K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
2.34KNew |
$205K - $230K
|
2.34K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.3K+ 5.14% |
$202K - $227K
|
47.1K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.29K+ 20.43% |
$201K - $225K
|
13.5K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.24K+ 14.92% |
$197K - $221K
|
17.3K
$1.58M
|