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 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.19K+ 5.22% |
$93.8K - $103K
|
24.1K
$2.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.19K+ 11.99% |
$93.5K - $102K
|
11.1K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.19K+ 478.23% |
$93.2K - $102K
|
1.43K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.18K+ 15.06% |
$92.9K - $102K
|
9.03K
$856K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.18K+ 0.59% |
$92.7K - $101K
|
201K
$19.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 1.0% |
$91.2K - $99.7K
|
117K
$11.1M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.15K+ 47.52% |
$90.3K - $98.8K
|
3.57K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.14K+ 1.56% |
$89.5K - $97.9K
|
74K
$7.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.14K+ 5.03% |
$89.5K - $97.8K
|
23.7K
$2.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.12K+ 3.03% |
$88.3K - $96.5K
|
38.2K
$3.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.11KNew |
$87.4K - $95.6K
|
1.11K
$105K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.11KNew |
$87.2K - $95.3K
|
1.11K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.1KNew |
$86.2K - $94.3K
|
1.1K
$104K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.09K+ 0.44% |
$85.8K - $93.8K
|
248K
$23.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.09K+ 20.22% |
$85.7K - $93.7K
|
6.48K
$615K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.08K+ 5.41% |
$85.2K - $93.2K
|
21.1K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.08K+ 4.33% |
$84.9K - $92.8K
|
26K
$2.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.06K+ 4.39% |
$83.2K - $91K
|
25.2K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.05K+ 3.3% |
$82.4K - $90.1K
|
32.8K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.05K+ 5.49% |
$82.2K - $89.9K
|
20.1K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 2.33% |
$82.1K - $89.8K
|
46K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.03K+ 8.81% |
$80.8K - $88.4K
|
12.7K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 10.23% |
$80.2K - $87.7K
|
11K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.02K+ 9.54% |
$79.9K - $87.4K
|
11.7K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 16.82% |
$79.9K - $87.4K
|
7.07K
$670K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.01K+ 2.89% |
$79.7K - $87.2K
|
36K
$3.42M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.01K+ 36.87% |
$79.7K - $87.2K
|
3.76K
$357K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
997+ 11.41% |
$78.4K - $85.7K
|
9.74K
$923K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
990+ 15.17% |
$77.8K - $85.1K
|
7.52K
$713K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
966+ 23.11% |
$75.9K - $83K
|
5.15K
$488K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
960+ 9.54% |
$75.5K - $82.5K
|
11K
$1.05M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
950+ 12.08% |
$74.7K - $81.7K
|
8.82K
$836K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
942+ 40.64% |
$74.1K - $81K
|
3.26K
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
941+ 1.86% |
$74K - $80.9K
|
51.6K
$4.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
933+ 15.14% |
$73.3K - $80.2K
|
7.1K
$673K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
915+ 1.17% |
$71.9K - $78.7K
|
79K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
891+ 20.77% |
$70K - $76.6K
|
5.18K
$491K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
885+ 8.26% |
$69.6K - $76.1K
|
11.6K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
882+ 6.43% |
$69.3K - $75.8K
|
14.6K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
877+ 7.42% |
$68.9K - $75.4K
|
12.7K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
870+ 3.97% |
$68.4K - $74.8K
|
22.8K
$2.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
867+ 3.71% |
$68.2K - $74.5K
|
24.2K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
864+ 5.37% |
$67.9K - $74.3K
|
16.9K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
857+ 8.11% |
$67.4K - $73.7K
|
11.4K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
847+ 0.7% |
$66.6K - $72.8K
|
123K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
846+ 5.16% |
$66.5K - $72.7K
|
17.2K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
844+ 108.9% |
$66.3K - $72.6K
|
1.62K
$154K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
830+ 7.76% |
$65.2K - $71.4K
|
11.5K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
816+ 8.43% |
$64.1K - $70.2K
|
10.5K
$995K
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
803+ 4.94% |
$63.1K - $69K
|
17.1K
$1.62M
|