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
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$4.3K - $4.83K
|
49
$4.44K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49+ 0.11% |
$4.3K - $4.83K
|
44.8K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
48+ 0.46% |
$4.22K - $4.73K
|
10.6K
$958K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
48+ 2.63% |
$4.22K - $4.73K
|
1.88K
$170K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
46+ 1.78% |
$4.04K - $4.54K
|
2.63K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 1.68% |
$3.95K - $4.44K
|
2.72K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
40+ 0.87% |
$3.51K - $3.94K
|
4.65K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 0.88% |
$3.51K - $3.94K
|
4.61K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38+ 1.46% |
$3.34K - $3.75K
|
2.64K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 1.04% |
$3.07K - $3.45K
|
3.4K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$3.07K - $3.45K
|
24.4K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 1.5% |
$2.99K - $3.35K
|
2.3K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
31+ 1.15% |
$2.72K - $3.06K
|
2.74K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.89% |
$2.64K - $2.96K
|
3.4K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
28+ 0.7% |
$2.46K - $2.76K
|
4.01K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26+ 0.05% |
$2.28K - $2.56K
|
54.6K
$4.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
24+ 0.47% |
$2.11K - $2.37K
|
5.18K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23+ 2.09% |
$2.02K - $2.27K
|
1.12K
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
22+ 0.6% |
$1.93K - $2.17K
|
3.68K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
20+ 0.88% |
$1.76K - $1.97K
|
2.3K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
19+ 0.22% |
$1.67K - $1.87K
|
8.57K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 2.04% |
$1.67K - $1.87K
|
952
$86.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17+ 0.6% |
$1.49K - $1.68K
|
2.87K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
16+ 0.1% |
$1.41K - $1.58K
|
16.3K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.28% |
$1.41K - $1.58K
|
5.68K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
14+ 0.28% |
$1.23K - $1.38K
|
5.07K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.77% |
$1.14K - $1.28K
|
746
$67.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13+ 0.52% |
$1.14K - $1.28K
|
2.53K
$229K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.14% |
$966 - $1.08K
|
7.94K
$719K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 1.95% |
$966 - $1.08K
|
576
$52.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
10+ 0.18% |
$879 - $986
|
5.44K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 2.73% |
$791 - $887
|
339
$30.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.83% |
$791 - $887
|
1.09K
$98.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$703 - $789
|
8
$724
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
8+ 0.06% |
$703 - $789
|
12.8K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 1.4% |
$439 - $493
|
362
$32.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.46% |
$439 - $493
|
1.09K
$98.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.13% |
$439 - $493
|
3.72K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.89% |
$439 - $493
|
566
$51.3K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$439 - $493
|
4.88K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$351 - $394
|
4.41K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.6% |
$264 - $296
|
499
$45.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.02% |
$264 - $296
|
297
$26.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.16% |
$264 - $296
|
1.91K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$176 - $197
|
3.9K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.07% |
$176 - $197
|
3.04K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.08% |
$176 - $197
|
2.53K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$176 - $197
|
2.78K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.84K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.39K
$216K
|