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 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
72+ 2.19% |
$5.97K - $7.13K
|
3.36K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
72+ 1.57% |
$5.97K - $7.13K
|
4.66K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
70+ 2.06% |
$5.81K - $6.93K
|
3.46K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66+ 0.85% |
$5.48K - $6.53K
|
7.86K
$754K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
64+ 0.05% |
$5.31K - $6.33K
|
123K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
58+ 0.12% |
$4.81K - $5.74K
|
49.3K
$4.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
53+ 2.2% |
$4.4K - $5.25K
|
2.46K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 20.48% |
$4.23K - $5.05K
|
300
$28.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
51+ 1.39% |
$4.23K - $5.05K
|
3.72K
$357K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.59% |
$3.98K - $4.75K
|
8.23K
$790K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
48+ 0.89% |
$3.98K - $4.75K
|
5.45K
$523K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
42+ 0.34% |
$3.48K - $4.16K
|
12.4K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
40+ 0.69% |
$3.32K - $3.96K
|
5.86K
$562K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40+ 5.77% |
$3.32K - $3.96K
|
733
$70.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
36+ 1.09% |
$2.99K - $3.56K
|
3.35K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 1.25% |
$2.9K - $3.46K
|
2.84K
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
34+ 1.05% |
$2.82K - $3.36K
|
3.27K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
33+ 1.29% |
$2.74K - $3.27K
|
2.58K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29New |
$2.41K - $2.87K
|
29
$2.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28+ 1.31% |
$2.32K - $2.77K
|
2.17K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 0.33% |
$2.24K - $2.67K
|
8.23K
$789K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
24+ 0.44% |
$1.99K - $2.38K
|
5.45K
$523K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
23+ 1.03% |
$1.91K - $2.28K
|
2.26K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.16% |
$1.91K - $2.28K
|
14.6K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21+ 6.33% |
$1.74K - $2.08K
|
353
$33.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21+ 0.62% |
$1.74K - $2.08K
|
3.4K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 0.71% |
$1.74K - $2.08K
|
2.98K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
20+ 0.7% |
$1.66K - $1.98K
|
2.89K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
20+ 0.72% |
$1.66K - $1.98K
|
2.8K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 5.23% |
$1.49K - $1.78K
|
362
$34.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 1.31% |
$1.49K - $1.78K
|
1.39K
$134K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17+ 0.23% |
$1.41K - $1.68K
|
7.39K
$709K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
15New |
$1.24K - $1.48K
|
15
$1.44K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15New |
$1.24K - $1.48K
|
15
$1.44K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14+ 0.38% |
$1.16K - $1.39K
|
3.66K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.13% |
$1.08K - $1.29K
|
9.75K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12+ 0.49% |
$996 - $1.19K
|
2.48K
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 0.6% |
$913 - $1.09K
|
1.85K
$178K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.13% |
$830 - $990
|
7.9K
$758K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 1.27% |
$830 - $990
|
800
$76.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$830 - $990
|
12K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
9+ 0.18% |
$747 - $891
|
5.06K
$485K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8+ 0.07% |
$664 - $792
|
12.2K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 1.94% |
$581 - $693
|
367
$35.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 1.25% |
$581 - $693
|
565
$54.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 0.56% |
$498 - $594
|
1.08K
$104K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
5+ 0.04% |
$415 - $495
|
12.7K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 1.1% |
$415 - $495
|
458
$43.9K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5+ 0.92% |
$415 - $495
|
549
$52.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.99% |
$332 - $396
|
408
$39.2K
|