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 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.35KNew |
$361K - $431K
|
4.35K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.31K+ 40.1% |
$358K - $427K
|
15.1K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
4.27KNew |
$354K - $423K
|
4.27K
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.26K+ 22.37% |
$354K - $422K
|
23.3K
$2.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.12KNew |
$342K - $408K
|
4.12K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.95KNew |
$327K - $390K
|
3.95K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.85KNew |
$319K - $381K
|
3.85K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.85KNew |
$319K - $381K
|
3.85K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.84K+ 3.22% |
$319K - $380K
|
123K
$11.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.84KNew |
$318K - $380K
|
3.84K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.81K+ 5.46% |
$316K - $377K
|
73.5K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.74K+ 38.43% |
$310K - $370K
|
13.5K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.67K+ 88.4% |
$305K - $364K
|
7.83K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.6K+ 19.34% |
$298K - $356K
|
22.2K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.53KNew |
$293K - $349K
|
3.53K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.52K+ 3.32% |
$292K - $348K
|
109K
$10.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.5K+ 7.71% |
$290K - $346K
|
48.9K
$4.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.46K+ 63.21% |
$287K - $343K
|
8.94K
$860K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.45K+ 101.95% |
$286K - $341K
|
6.83K
$658K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
3.45KNew |
$286K - $341K
|
3.45K
$332K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.43K+ 3.27% |
$285K - $340K
|
108K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.42K+ 4.69% |
$284K - $339K
|
76.4K
$7.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.41KNew |
$283K - $337K
|
3.41K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.38K+ 1.64% |
$281K - $335K
|
210K
$20.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.37KNew |
$280K - $334K
|
3.37K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.36K+ 45.54% |
$279K - $333K
|
10.7K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
3.33KNew |
$276K - $330K
|
3.33K
$321K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.28KNew |
$272K - $325K
|
3.28K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.22KNew |
$267K - $318K
|
3.22K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.2K+ 6.61% |
$265K - $317K
|
51.6K
$4.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$264K - $314K
|
3.18K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.18K+ 2.11% |
$263K - $314K
|
154K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.17K+ 45.72% |
$263K - $314K
|
10.1K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$261K - $312K
|
3.15K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.12KNew |
$259K - $309K
|
3.12K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
3.12K+ 1.93% |
$259K - $308K
|
165K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.1K+ 3.69% |
$257K - $307K
|
87.2K
$8.39M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.07K+ 0.66% |
$255K - $304K
|
469K
$45.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.06K+ 15.06% |
$254K - $302K
|
23.4K
$2.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
3.05K+ 6.9% |
$253K - $302K
|
47.2K
$4.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.04K+ 11.88% |
$252K - $301K
|
28.6K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.01K+ 2.7% |
$250K - $298K
|
114K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3K+ 65.72% |
$249K - $297K
|
7.57K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3KNew |
$249K - $297K
|
3K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.99K+ 11.07% |
$248K - $296K
|
30K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.99K+ 1.01% |
$248K - $296K
|
298K
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
2.98K+ 2.08% |
$247K - $295K
|
147K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.97KNew |
$247K - $294K
|
2.97K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.92K+ 2.58% |
$242K - $289K
|
116K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.91K+ 46.03% |
$241K - $288K
|
9.22K
$887K
|