Purchases and Sales Made in Q3 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
739+ 19.93% |
$61.3K - $73.1K
|
4.45K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
730+ 32.34% |
$60.6K - $72.2K
|
2.99K
$274K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
728+ 2.89% |
$60.4K - $72.1K
|
25.9K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
721+ 5.48% |
$59.8K - $71.4K
|
13.9K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
699+ 5.71% |
$58K - $69.2K
|
12.9K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
693+ 11.85% |
$57.5K - $68.6K
|
6.54K
$600K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
692+ 1.06% |
$57.4K - $68.5K
|
66.2K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
689+ 10.65% |
$57.2K - $68.2K
|
7.16K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
672+ 5.81% |
$55.8K - $66.5K
|
12.2K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
670+ 8.91% |
$55.6K - $66.3K
|
8.19K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
668New |
$55.4K - $66.1K
|
668
$61.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
641+ 2.87% |
$53.2K - $63.4K
|
23K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
627+ 0.22% |
$52K - $62.1K
|
284K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
622+ 1.56% |
$51.6K - $61.6K
|
40.5K
$3.71M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
621+ 0.52% |
$51.5K - $61.5K
|
120K
$11M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
620+ 23.86% |
$51.4K - $61.4K
|
3.22K
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
615+ 3.63% |
$51K - $60.9K
|
17.6K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
600New |
$49.8K - $59.4K
|
600
$55K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
598New |
$49.6K - $59.2K
|
598
$54.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
596New |
$49.5K - $59K
|
596
$54.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
596New |
$49.5K - $59K
|
596
$54.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
572+ 2.03% |
$47.5K - $56.6K
|
28.7K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$47.2K - $56.3K
|
569
$52.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
557+ 12.48% |
$46.2K - $55.1K
|
5.02K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
553New |
$45.9K - $54.7K
|
553
$50.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
550+ 7.06% |
$45.6K - $54.4K
|
8.34K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
548+ 1.07% |
$45.5K - $54.2K
|
51.9K
$4.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
547+ 1.93% |
$45.4K - $54.1K
|
28.9K
$2.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
545+ 2.32% |
$45.2K - $53.9K
|
24K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
537+ 0.21% |
$44.6K - $53.1K
|
251K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
530+ 3.93% |
$44K - $52.5K
|
14K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
526+ 0.47% |
$43.6K - $52.1K
|
113K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
525+ 8.26% |
$43.6K - $52K
|
6.88K
$630K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
516+ 5.18% |
$42.8K - $51.1K
|
10.5K
$960K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
512+ 0.95% |
$42.5K - $50.7K
|
54.5K
$5M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
509+ 3.57% |
$42.2K - $50.4K
|
14.8K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
500+ 2.33% |
$41.5K - $49.5K
|
22K
$2.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
499+ 236.49% |
$41.4K - $49.4K
|
710
$65.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
499+ 0.41% |
$41.4K - $49.4K
|
122K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
496New |
$41.2K - $49.1K
|
496
$45.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
495+ 0.57% |
$41.1K - $49K
|
86.7K
$7.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
491+ 3.28% |
$40.7K - $48.6K
|
15.5K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
491+ 0.48% |
$40.7K - $48.6K
|
103K
$9.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
490+ 6.94% |
$40.7K - $48.5K
|
7.56K
$692K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
481+ 9.92% |
$39.9K - $47.6K
|
5.33K
$488K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
468+ 25.59% |
$38.8K - $46.3K
|
2.3K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
468+ 2.06% |
$38.8K - $46.3K
|
23.2K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
463+ 6.76% |
$38.4K - $45.8K
|
7.31K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
459+ 0.54% |
$38.1K - $45.4K
|
85.7K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
459+ 0.32% |
$38.1K - $45.4K
|
143K
$13.1M
|