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
|
Townsquare Capital LLC
|
BUY
|
- |
15.6K+ 139.82% |
$1.23M - $1.34M
|
26.8K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
15.4K+ 13.86% |
$1.21M - $1.33M
|
127K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
15.2K+ 9.46% |
$1.2M - $1.31M
|
176K
$17M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.7KNew |
$1.16M - $1.27M
|
14.7K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
14.2K+ 5.47% |
$1.11M - $1.22M
|
274K
$26.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14.1KNew |
$1.11M - $1.21M
|
14.1K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
14K+ 26.28% |
$1.1M - $1.21M
|
67.4K
$6.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.08M - $1.18M
|
13.7K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$1.08M - $1.18M
|
13.7K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13.5K+ 8.17% |
$1.06M - $1.16M
|
179K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
13K+ 4.98% |
$1.02M - $1.12M
|
274K
$26.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12.9K+ 3.35% |
$1.02M - $1.11M
|
399K
$38.4M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
12.8K+ 42.19% |
$1.01M - $1.1M
|
43.3K
$4.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
12.6K+ 11.16% |
$990K - $1.08M
|
125K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.3K+ 63.3% |
$968K - $1.06M
|
31.8K
$3.06M
|
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
12.1K+ 8.73% |
$954K - $1.04M
|
151K
$14.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12.1K+ 12.15% |
$949K - $1.04M
|
111K
$10.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 17.98% |
$943K - $1.03M
|
78.7K
$7.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.8K+ 63.05% |
$925K - $1.01M
|
30.4K
$2.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
11.6K+ 371.76% |
$914K - $999K
|
14.8K
$1.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11.6K+ 8.81% |
$910K - $995K
|
143K
$13.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.3K+ 20.42% |
$884K - $967K
|
66.4K
$6.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
10.9K+ 4.54% |
$856K - $936K
|
251K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3K+ 1.07% |
$813K - $889K
|
979K
$94.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.2KNew |
$802K - $877K
|
10.2K
$982K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10.2K+ 23.68% |
$801K - $876K
|
53.2K
$5.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10.1K+ 6.33% |
$797K - $872K
|
170K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1K+ 4.59% |
$796K - $870K
|
231K
$22.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.99K+ 1.99% |
$785K - $859K
|
512K
$49.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
9.93K+ 25.8% |
$781K - $854K
|
48.4K
$4.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.8K+ 1.3% |
$770K - $843K
|
766K
$73.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
9.65KNew |
$758K - $829K
|
9.65K
$928K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
9.28K+ 12.08% |
$730K - $798K
|
86.2K
$8.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
9.25K+ 13.65% |
$727K - $795K
|
77K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9.11K+ 4.49% |
$716K - $783K
|
212K
$20.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.03K+ 4.94% |
$710K - $776K
|
192K
$18.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.86K+ 8.03% |
$697K - $762K
|
119K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.73K+ 72.6% |
$686K - $751K
|
20.8K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.66K+ 201.11% |
$681K - $744K
|
13K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8.57K+ 12.13% |
$674K - $737K
|
79.2K
$7.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.53K+ 12.47% |
$670K - $733K
|
76.9K
$7.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.39K+ 4.96% |
$659K - $721K
|
177K
$17.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.21K+ 4.98% |
$645K - $706K
|
173K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.05K+ 24.6% |
$633K - $692K
|
40.8K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.96KNew |
$626K - $684K
|
7.96K
$766K
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
7.84KNew |
$617K - $674K
|
7.84K
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
7.73K+ 8.15% |
$607K - $664K
|
102K
$9.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.61K+ 17.83% |
$598K - $654K
|
50.3K
$4.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.55K+ 5.61% |
$593K - $649K
|
142K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.32K+ 5.97% |
$576K - $629K
|
130K
$12.5M
|