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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24+ 4.53% |
$1.89K - $2.06K
|
554
$53.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
24+ 0.73% |
$1.89K - $2.06K
|
3.31K
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 1.15% |
$1.65K - $1.81K
|
1.84K
$177K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
21+ 0.64% |
$1.65K - $1.81K
|
3.32K
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
20+ 0.26% |
$1.57K - $1.72K
|
7.83K
$753K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 0.9% |
$1.57K - $1.72K
|
2.25K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.26% |
$1.57K - $1.72K
|
7.66K
$737K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
20+ 0.03% |
$1.57K - $1.72K
|
68.9K
$6.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 3.9% |
$1.57K - $1.72K
|
533
$51.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19+ 0.2% |
$1.49K - $1.63K
|
9.64K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
18+ 2.3% |
$1.41K - $1.55K
|
802
$77.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
17+ 0.41% |
$1.34K - $1.46K
|
4.16K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17+ 0.28% |
$1.34K - $1.46K
|
6.04K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
14+ 0.2% |
$1.1K - $1.2K
|
6.89K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
11New |
$865 - $946
|
11
$1.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 0.19% |
$786 - $860
|
5.25K
$505K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 0.32% |
$707 - $774
|
2.83K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.64% |
$707 - $774
|
1.42K
$136K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8New |
$629 - $688
|
8
$770
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7+ 0.1% |
$550 - $602
|
6.73K
$647K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 4.0% |
$472 - $516
|
156
$15K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 1.02% |
$472 - $516
|
595
$57.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5+ 1.5% |
$393 - $430
|
338
$32.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 0.15% |
$314 - $344
|
2.59K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.92% |
$314 - $344
|
439
$42.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.38% |
$314 - $344
|
293
$28.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
3+ 2.63% |
$236 - $258
|
117
$11.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
3+ 0.02% |
$236 - $258
|
15.7K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3+ 0.06% |
$236 - $258
|
5.26K
$506K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$157 - $172
|
12.2K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.15% |
$157 - $172
|
1.33K
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.01% |
$78.6 - $86
|
10.4K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.23% |
$78.6 - $86
|
441
$42.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.23% |
$78.6 - $86
|
440
$42.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.04% |
$78.6 - $86
|
50
$4.81K
|
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
BUY
|
- |
1+ 0.02% |
$78.6 - $86
|
5.05K
$486K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.07% |
$78.6 - $86
|
1.38K
$132K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.02% |
$78.6 - $86
|
6.13K
$590K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$78.6 - $86
|
6.3K
$606K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.64% |
$157 - $172
|
310
$29.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 2.78% |
$236 - $258
|
105
$10.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3- 0.14% |
$236 - $258
|
2.07K
$199K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4- 0.11% |
$314 - $344
|
3.62K
$348K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5- 0.2% |
$393 - $430
|
2.54K
$244K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-6- 0.05% |
$472 - $516
|
11.1K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 0.08% |
$472 - $516
|
7.54K
$725K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-6- 1.54% |
$472 - $516
|
383
$36.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-8- 0.29% |
$629 - $688
|
2.74K
$264K
|