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 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.54K+ 130.43% |
$357K - $390K
|
8.02K
$760K
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
4.51K+ 5.91% |
$354K - $387K
|
80.7K
$7.65M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.48K+ 2.48% |
$352K - $385K
|
185K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.47K+ 73.22% |
$351K - $384K
|
10.6K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.47K+ 25.95% |
$351K - $384K
|
21.7K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.44K+ 8.42% |
$349K - $382K
|
57.2K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.43KNew |
$348K - $381K
|
4.43K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.38K+ 3.89% |
$344K - $377K
|
117K
$11.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
4.37K+ 12.13% |
$344K - $376K
|
40.4K
$3.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.37K+ 16.3% |
$344K - $376K
|
31.2K
$2.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.37K+ 3.74% |
$343K - $375K
|
121K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
4.29K+ 25.13% |
$337K - $368K
|
21.3K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 16.36% |
$337K - $368K
|
30.4K
$2.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
4.26K+ 2.7% |
$334K - $366K
|
162K
$15.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.21K+ 3.04% |
$331K - $362K
|
143K
$13.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.11KNew |
$323K - $353K
|
4.11K
$390K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.02K+ 5.83% |
$316K - $346K
|
73K
$6.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
4K+ 4.91% |
$315K - $344K
|
85.4K
$8.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.97KNew |
$312K - $341K
|
3.97K
$376K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.95K+ 45.11% |
$311K - $340K
|
12.7K
$1.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.93K+ 5.49% |
$309K - $338K
|
75.5K
$7.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.92K+ 5.96% |
$308K - $337K
|
69.7K
$6.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.87K+ 15.71% |
$304K - $332K
|
28.5K
$2.7M
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.69K+ 4.85% |
$290K - $317K
|
79.7K
$7.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.67KNew |
$289K - $316K
|
3.67K
$348K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.66K+ 4.61% |
$288K - $315K
|
83.1K
$7.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.64K+ 4.52% |
$286K - $313K
|
84.1K
$7.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.64K+ 9.24% |
$286K - $313K
|
43K
$4.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Gpwm LLC
|
BUY
|
- |
3.6K+ 4.26% |
$283K - $309K
|
88K
$8.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.55KNew |
$279K - $305K
|
3.55K
$337K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
3.53K+ 1.8% |
$278K - $304K
|
200K
$19M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.42K+ 11.24% |
$269K - $294K
|
33.9K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.41K+ 9.13% |
$268K - $293K
|
40.8K
$3.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.37K+ 69.03% |
$265K - $290K
|
8.26K
$783K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.36K+ 0.73% |
$264K - $289K
|
466K
$44.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.32K+ 48.71% |
$261K - $285K
|
10.1K
$960K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.31KNew |
$260K - $285K
|
3.31K
$314K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 7.46% |
$260K - $284K
|
47.6K
$4.51M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.27K+ 7.76% |
$257K - $281K
|
45.4K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.26K+ 15.18% |
$256K - $280K
|
24.7K
$2.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.22K+ 15.32% |
$253K - $277K
|
24.2K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.21K+ 1.46% |
$252K - $276K
|
223K
$21.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.19K+ 6.67% |
$251K - $274K
|
51K
$4.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.13K+ 5.7% |
$246K - $269K
|
58.1K
$5.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.13K+ 5.81% |
$246K - $269K
|
57.1K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.09K+ 17.8% |
$243K - $265K
|
20.4K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.08KNew |
$242K - $265K
|
3.08K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3.05K+ 4.13% |
$240K - $262K
|
77K
$7.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.96KNew |
$233K - $254K
|
2.96K
$281K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.95K+ 8.89% |
$232K - $254K
|
36.2K
$3.43M
|