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 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
568+ 4.79% |
$49.9K - $56K
|
12.4K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
549+ 13.8% |
$48.2K - $54.1K
|
4.53K
$410K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
548+ 9.44% |
$48.1K - $54K
|
6.35K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
534+ 4.26% |
$46.9K - $52.7K
|
13.1K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
532+ 2.05% |
$46.7K - $52.5K
|
26.4K
$2.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
531+ 14.26% |
$46.6K - $52.4K
|
4.25K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
499+ 4.37% |
$43.8K - $49.2K
|
11.9K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
498+ 19.15% |
$43.7K - $49.1K
|
3.1K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
494+ 531.18% |
$43.4K - $48.7K
|
587
$53.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
464New |
$40.8K - $45.8K
|
464
$42K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
445+ 1.6% |
$39.1K - $43.9K
|
28.2K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
441+ 5.34% |
$38.7K - $43.5K
|
8.71K
$788K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
439+ 0.66% |
$38.6K - $43.3K
|
66.5K
$6.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
434+ 1.77% |
$38.1K - $42.8K
|
24.9K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
430+ 2.45% |
$37.8K - $42.4K
|
18K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
430+ 6.25% |
$37.8K - $42.4K
|
7.31K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
415+ 14.74% |
$36.5K - $40.9K
|
3.23K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
415+ 177.35% |
$36.5K - $40.9K
|
649
$58.8K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
392+ 2.79% |
$34.4K - $38.7K
|
14.5K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
381New |
$33.5K - $37.6K
|
381
$34.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
379+ 7.92% |
$33.3K - $37.4K
|
5.17K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
377+ 4.13% |
$33.1K - $37.2K
|
9.5K
$860K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
372+ 2.33% |
$32.7K - $36.7K
|
16.3K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
371+ 6.76% |
$32.6K - $36.6K
|
5.86K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
350+ 3.2% |
$30.7K - $34.5K
|
11.3K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
347+ 10.58% |
$30.5K - $34.2K
|
3.63K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
331+ 13.46% |
$29.1K - $32.6K
|
2.79K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
330+ 1.0% |
$29K - $32.5K
|
33.3K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
318+ 2.64% |
$27.9K - $31.4K
|
12.4K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
317+ 1.36% |
$27.8K - $31.3K
|
23.6K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
315+ 1.34% |
$27.7K - $31.1K
|
23.8K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
307+ 6.69% |
$27K - $30.3K
|
4.9K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300New |
$26.4K - $29.6K
|
300
$27.2K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
300+ 6.57% |
$26.4K - $29.6K
|
4.87K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
297New |
$26.1K - $29.3K
|
297
$26.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
292+ 1.04% |
$25.7K - $28.8K
|
28.4K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
291+ 1.88% |
$25.6K - $28.7K
|
15.8K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
291New |
$25.6K - $28.7K
|
291
$26.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
290+ 0.98% |
$25.5K - $28.6K
|
29.9K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
288New |
$25.3K - $28.4K
|
288
$26.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
287+ 1.23% |
$25.2K - $28.3K
|
23.6K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
280+ 1.42% |
$24.6K - $27.6K
|
20.1K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
275+ 4.42% |
$24.2K - $27.1K
|
6.5K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
261New |
$22.9K - $25.7K
|
261
$23.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
256+ 0.08% |
$22.5K - $25.2K
|
340K
$30.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
232+ 7.25% |
$20.4K - $22.9K
|
3.43K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
230+ 9.43% |
$20.2K - $22.7K
|
2.67K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
229New |
$20.1K - $22.6K
|
229
$20.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 1.91% |
$20K - $22.5K
|
12.2K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
227+ 0.86% |
$19.9K - $22.4K
|
26.5K
$2.4M
|