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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
133+ 0.3% |
$11K - $13.2K
|
44.8K
$4.42M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
133New |
$11K - $13.2K
|
133
$13.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
132+ 0.83% |
$11K - $13.1K
|
16.1K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
131+ 16.33% |
$10.9K - $13K
|
933
$92K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.24% |
$10.8K - $12.9K
|
10.6K
$1.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
130+ 0.53% |
$10.8K - $12.9K
|
24.9K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
129+ 2.48% |
$10.7K - $12.8K
|
5.33K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
128+ 1.52% |
$10.6K - $12.7K
|
8.55K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
127+ 0.48% |
$10.5K - $12.6K
|
26.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
125+ 5.15% |
$10.4K - $12.4K
|
2.55K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
124+ 1.38% |
$10.3K - $12.3K
|
9.09K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122+ 2.78% |
$10.1K - $12.1K
|
4.51K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
120+ 4.28% |
$9.96K - $11.9K
|
2.92K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
117New |
$9.71K - $11.6K
|
117
$11.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
117+ 1.57% |
$9.71K - $11.6K
|
7.58K
$747K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
116+ 2.09% |
$9.62K - $11.5K
|
5.67K
$559K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
115+ 1.5% |
$9.54K - $11.4K
|
7.77K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
115+ 23.0% |
$9.54K - $11.4K
|
615
$60.6K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
114New |
$9.46K - $11.3K
|
114
$11.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
114New |
$9.46K - $11.3K
|
114
$11.2K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
113+ 0.97% |
$9.38K - $11.2K
|
11.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
110+ 3.98% |
$9.13K - $10.9K
|
2.88K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
107+ 3.66% |
$8.88K - $10.6K
|
3.03K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
105+ 2.61% |
$8.71K - $10.4K
|
4.13K
$407K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
102+ 1.06% |
$8.46K - $10.1K
|
9.75K
$961K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
100+ 1.77% |
$8.3K - $9.9K
|
5.76K
$568K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
100+ 0.49% |
$8.3K - $9.9K
|
20.4K
$2.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
97+ 0.7% |
$8.05K - $9.6K
|
13.9K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
95New |
$7.88K - $9.4K
|
95
$9.37K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
95+ 1.15% |
$7.88K - $9.4K
|
8.33K
$822K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
88+ 2.65% |
$7.3K - $8.71K
|
3.41K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.53% |
$7.14K - $8.51K
|
16.3K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
85+ 3.36% |
$7.05K - $8.41K
|
2.61K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
82+ 2.63% |
$6.8K - $8.12K
|
3.2K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
82+ 0.7% |
$6.8K - $8.12K
|
11.8K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
81+ 1.53% |
$6.72K - $8.02K
|
5.39K
$531K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80+ 216.22% |
$6.64K - $7.92K
|
117
$11.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
79+ 1.03% |
$6.55K - $7.82K
|
7.74K
$763K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
79+ 58.09% |
$6.55K - $7.82K
|
215
$21.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
79+ 0.57% |
$6.55K - $7.82K
|
13.9K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
75+ 2.74% |
$6.22K - $7.42K
|
2.82K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
75+ 0.91% |
$6.22K - $7.42K
|
8.28K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
73+ 1.17% |
$6.06K - $7.22K
|
6.32K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
73+ 2.86% |
$6.06K - $7.22K
|
2.62K
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
72+ 1.57% |
$5.97K - $7.13K
|
4.66K
$460K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
72+ 2.19% |
$5.97K - $7.13K
|
3.36K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
70+ 2.06% |
$5.81K - $6.93K
|
3.46K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
70+ 0.4% |
$5.81K - $6.93K
|
17.6K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
69+ 0.33% |
$5.72K - $6.83K
|
21.2K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
67+ 0.78% |
$5.56K - $6.63K
|
8.67K
$855K
|