Purchases and Sales Made in Q2 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
477+ 0.95% |
$37.5K - $41K
|
50.7K
$4.88M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
474New |
$37.3K - $40.7K
|
474
$45.6K
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
466+ 2.4% |
$36.6K - $40.1K
|
19.9K
$1.91M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
465+ 9.63% |
$36.6K - $40K
|
5.3K
$510K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
448+ 1.78% |
$35.2K - $38.5K
|
25.6K
$2.46M
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
448+ 2.66% |
$35.2K - $38.5K
|
17.3K
$1.66M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
440+ 1.57% |
$34.6K - $37.8K
|
28.4K
$2.73M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
435+ 1.37% |
$34.2K - $37.4K
|
32.1K
$3.09M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
434+ 2.78% |
$34.1K - $37.3K
|
16K
$1.54M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
431New |
$33.9K - $37.1K
|
431
$41.5K
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
425+ 12.72% |
$33.4K - $36.5K
|
3.77K
$362K
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
417+ 0.89% |
$32.8K - $35.8K
|
47.1K
$4.53M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
416+ 3.22% |
$32.7K - $35.8K
|
13.3K
$1.28M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
403+ 0.27% |
$31.7K - $34.6K
|
152K
$14.7M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
402+ 16.1% |
$31.6K - $34.6K
|
2.9K
$279K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
400New |
$31.4K - $34.4K
|
400
$38.5K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
399+ 7.93% |
$31.4K - $34.3K
|
5.43K
$523K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
398+ 2.0% |
$31.3K - $34.2K
|
20.3K
$1.95M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
385+ 3.79% |
$30.3K - $33.1K
|
10.5K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
382+ 9.43% |
$30K - $32.8K
|
4.43K
$426K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
381+ 5.38% |
$30K - $32.8K
|
7.46K
$718K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
381+ 6350.0% |
$30K - $32.8K
|
387
$37.2K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
375+ 13.1% |
$29.5K - $32.2K
|
3.24K
$312K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
373+ 1.75% |
$29.3K - $32.1K
|
21.7K
$2.09M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
366+ 198.91% |
$28.8K - $31.5K
|
550
$52.9K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
366+ 5.64% |
$28.8K - $31.5K
|
6.85K
$660K
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
363+ 5.85% |
$28.5K - $31.2K
|
6.56K
$632K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
362+ 0.52% |
$28.5K - $31.1K
|
70.4K
$6.78M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
359+ 0.96% |
$28.2K - $30.9K
|
37.6K
$3.62M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
357New |
$28.1K - $30.7K
|
357
$34.4K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
350+ 2.25% |
$27.5K - $30.1K
|
15.9K
$1.53M
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
350+ 1.06% |
$27.5K - $30.1K
|
33.5K
$3.23M
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
349+ 6.87% |
$27.4K - $30K
|
5.43K
$522K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
340+ 2.93% |
$26.7K - $29.2K
|
11.9K
$1.15M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
333New |
$26.2K - $28.6K
|
333
$32K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
332+ 0.84% |
$26.1K - $28.5K
|
39.8K
$3.83M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
323+ 6.69% |
$25.4K - $27.8K
|
5.15K
$496K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
319+ 4.33% |
$25.1K - $27.4K
|
7.68K
$740K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
309+ 3.94% |
$24.3K - $26.6K
|
8.16K
$785K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
305New |
$24K - $26.2K
|
305
$29.4K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
297+ 3.06% |
$23.3K - $25.5K
|
10K
$963K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
295+ 7.08% |
$23.2K - $25.4K
|
4.46K
$429K
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
290+ 0.53% |
$22.8K - $24.9K
|
55.4K
$5.33M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
288+ 12.24% |
$22.6K - $24.8K
|
2.64K
$254K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
287+ 1.11% |
$22.6K - $24.7K
|
26.2K
$2.52M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
286+ 12.62% |
$22.5K - $24.6K
|
2.55K
$246K
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
286+ 0.41% |
$22.5K - $24.6K
|
69.8K
$6.72M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
281+ 2.25% |
$22.1K - $24.2K
|
12.8K
$1.23M
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
278+ 5.84% |
$21.9K - $23.9K
|
5.04K
$485K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
266+ 5.8% |
$20.9K - $22.9K
|
4.85K
$467K
|