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 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$231K - $253K
|
2.94K
$283K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.92KNew |
$230K - $251K
|
2.92K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.92KNew |
$230K - $251K
|
2.92K
$281K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.91K+ 0.5% |
$229K - $250K
|
581K
$55.9M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.9K+ 11.37% |
$228K - $249K
|
28.4K
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.9K+ 26.61% |
$228K - $249K
|
13.8K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.88K+ 19.18% |
$226K - $248K
|
17.9K
$1.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.86KNew |
$225K - $246K
|
2.86K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.83K+ 2.89% |
$223K - $243K
|
101K
$9.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.82K+ 1.84% |
$222K - $243K
|
157K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.82K+ 2.0% |
$221K - $242K
|
143K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.81KNew |
$221K - $241K
|
2.81K
$270K
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.77K+ 19.71% |
$218K - $238K
|
16.8K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.76K+ 1.55% |
$217K - $237K
|
180K
$17.3M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.71K+ 2.33% |
$213K - $233K
|
119K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.69KNew |
$211K - $231K
|
2.69K
$259K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$205K - $225K
|
2.61K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.6K+ 57.87% |
$205K - $224K
|
7.1K
$684K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.6K+ 1.97% |
$204K - $224K
|
135K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.58K+ 4.07% |
$202K - $221K
|
65.9K
$6.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.57K+ 16.08% |
$202K - $221K
|
18.6K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.57K+ 1.48% |
$202K - $221K
|
177K
$17M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
2.57K+ 29.95% |
$202K - $221K
|
11.1K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.57K+ 8.57% |
$202K - $221K
|
32.5K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.56KNew |
$201K - $220K
|
2.56K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.55K+ 1.81% |
$201K - $219K
|
143K
$13.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.55KNew |
$200K - $219K
|
2.55K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.52K+ 2.59% |
$198K - $217K
|
99.8K
$9.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Fairfield University
|
BUY
|
- |
2.46K+ 1.23% |
$193K - $211K
|
202K
$19.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.45K+ 3.17% |
$192K - $210K
|
79.5K
$7.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.38KNew |
$187K - $205K
|
2.38K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.36K+ 70.62% |
$186K - $203K
|
5.71K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.3K+ 70.98% |
$181K - $197K
|
5.53K
$532K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.28K+ 2.06% |
$179K - $196K
|
113K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.26K+ 35.01% |
$178K - $194K
|
8.72K
$839K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.18K+ 7.25% |
$172K - $188K
|
32.3K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18K+ 1.27% |
$171K - $188K
|
174K
$16.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.18K+ 3.36% |
$171K - $187K
|
66.9K
$6.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.13K+ 20.39% |
$167K - $183K
|
12.6K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.11K+ 10.09% |
$166K - $182K
|
23.1K
$2.22M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.09K+ 10.74% |
$164K - $179K
|
21.5K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.09KNew |
$164K - $179K
|
2.09K
$201K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.08K+ 2.58% |
$163K - $179K
|
82.5K
$7.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.06K+ 4.22% |
$162K - $177K
|
50.9K
$4.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.03K+ 2.75% |
$160K - $175K
|
76K
$7.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
BUY
|
- |
2.03K+ 2.88% |
$159K - $174K
|
72.4K
$6.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
2K+ 6.7% |
$157K - $172K
|
31.9K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.97K+ 1.29% |
$155K - $169K
|
154K
$14.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.95K+ 7.63% |
$153K - $167K
|
27.5K
$2.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.92K+ 1.53% |
$151K - $165K
|
127K
$12.2M
|