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 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
803+ 20.16% |
$63.1K - $69K
|
4.79K
$454K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
802+ 4.39% |
$63K - $68.9K
|
19.1K
$1.81M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
798+ 13.28% |
$62.7K - $68.6K
|
6.81K
$646K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
786+ 9.1% |
$61.8K - $67.6K
|
9.43K
$894K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
785+ 15.61% |
$61.7K - $67.5K
|
5.82K
$551K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
782+ 3.01% |
$61.5K - $67.2K
|
26.8K
$2.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
769+ 6.7% |
$60.5K - $66.1K
|
12.2K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
755+ 5.41% |
$59.4K - $64.9K
|
14.7K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
742+ 2.71% |
$58.3K - $63.8K
|
28.1K
$2.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
737+ 24.81% |
$57.9K - $63.4K
|
3.71K
$352K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
728+ 10.6% |
$57.2K - $62.6K
|
7.6K
$720K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
711+ 2.19% |
$55.9K - $61.1K
|
33.2K
$3.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
695+ 12.28% |
$54.6K - $59.7K
|
6.36K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
687+ 2.37% |
$54K - $59.1K
|
29.7K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
678+ 20.62% |
$53.3K - $58.3K
|
3.97K
$376K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
674+ 6.15% |
$53K - $57.9K
|
11.6K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
674+ 6.19% |
$53K - $57.9K
|
11.6K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
672New |
$52.8K - $57.8K
|
672
$63.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
666+ 1.1% |
$52.4K - $57.3K
|
61K
$5.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
666+ 8.0% |
$52.4K - $57.3K
|
8.99K
$852K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
653+ 5.88% |
$51.3K - $56.1K
|
11.8K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
647+ 2.4% |
$50.9K - $55.6K
|
27.6K
$2.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
643+ 10.67% |
$50.5K - $55.3K
|
6.67K
$632K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
640+ 4.7% |
$50.3K - $55K
|
14.3K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
635+ 3.39% |
$49.9K - $54.6K
|
19.4K
$1.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
631+ 157.75% |
$49.6K - $54.2K
|
1.03K
$97.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
598+ 1.64% |
$47K - $51.4K
|
37K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
598+ 12.99% |
$47K - $51.4K
|
5.2K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
597+ 9.55% |
$46.9K - $51.3K
|
6.85K
$649K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
595+ 7.14% |
$46.8K - $51.2K
|
8.92K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
595+ 16.6% |
$46.8K - $51.2K
|
4.18K
$396K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
591+ 3.99% |
$46.5K - $50.8K
|
15.4K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
577+ 2.74% |
$45.4K - $49.6K
|
21.6K
$2.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
575+ 17.56% |
$45.2K - $49.4K
|
3.85K
$365K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
570+ 2.44% |
$44.8K - $49K
|
23.9K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554+ 0.77% |
$43.5K - $47.6K
|
72.8K
$6.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
551New |
$43.3K - $47.4K
|
551
$52.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
545New |
$42.8K - $46.9K
|
545
$51.7K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
544New |
$42.8K - $46.8K
|
544
$51.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
536+ 2.32% |
$42.1K - $46.1K
|
23.6K
$2.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
535+ 2.54% |
$42.1K - $46K
|
21.6K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
534+ 1.09% |
$42K - $45.9K
|
49.6K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
533+ 6.32% |
$41.9K - $45.8K
|
8.97K
$851K
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
526+ 3.36% |
$41.3K - $45.2K
|
16.2K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
515+ 21.37% |
$40.5K - $44.3K
|
2.93K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
515+ 0.99% |
$40.5K - $44.3K
|
52.7K
$5M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
513+ 0.29% |
$40.3K - $44.1K
|
178K
$16.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
507+ 11.21% |
$39.9K - $43.6K
|
5.03K
$477K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
499New |
$39.2K - $42.9K
|
499
$47.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
483+ 6.52% |
$38K - $41.5K
|
7.89K
$748K
|