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 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$185K - $220K
|
2.22K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.21KNew |
$183K - $219K
|
2.21K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
2.21KNew |
$183K - $218K
|
2.21K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.2K+ 2.73% |
$183K - $218K
|
82.9K
$7.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.18K+ 8.79% |
$181K - $216K
|
27K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.18KNew |
$181K - $215K
|
2.18K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.18K+ 2.73% |
$180K - $215K
|
81.8K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$180K - $214K
|
2.17K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.16KNew |
$179K - $214K
|
2.16K
$198K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.15KNew |
$178K - $212K
|
2.15K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 12.76% |
$176K - $210K
|
18.8K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.11KNew |
$175K - $209K
|
2.11K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.11KNew |
$175K - $208K
|
2.11K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.1KNew |
$174K - $208K
|
2.1K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.1KNew |
$174K - $208K
|
2.1K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
2.09KNew |
$174K - $207K
|
2.09K
$192K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 4.54% |
$173K - $206K
|
48K
$4.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.08K+ 5.54% |
$173K - $206K
|
39.7K
$3.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.08KNew |
$172K - $205K
|
2.08K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.07K+ 47.63% |
$172K - $205K
|
6.41K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.07KNew |
$171K - $205K
|
2.07K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.07K+ 4.06% |
$171K - $204K
|
53K
$4.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.06K+ 2.91% |
$171K - $204K
|
72.8K
$6.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.06K+ 10.6% |
$171K - $204K
|
21.5K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$189K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$189K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.05K+ 8.54% |
$170K - $202K
|
26K
$2.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.05K+ 21.84% |
$170K - $202K
|
11.4K
$1.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.04K+ 4.4% |
$169K - $202K
|
48.4K
$4.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2K+ 18.12% |
$166K - $198K
|
13K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 9.21% |
$166K - $198K
|
23.7K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2K+ 52.68% |
$166K - $197K
|
5.78K
$530K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 19.54% |
$162K - $194K
|
12K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.95K+ 22.99% |
$162K - $193K
|
10.4K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 3.46% |
$160K - $191K
|
57.6K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.92K+ 23.3% |
$160K - $190K
|
10.2K
$933K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.92K+ 36.72% |
$159K - $190K
|
7.14K
$654K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
1.92K+ 2.84% |
$159K - $190K
|
69.3K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.85K+ 2.4% |
$154K - $183K
|
78.8K
$7.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.82K+ 9.41% |
$151K - $180K
|
21.1K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.78K+ 3.07% |
$147K - $176K
|
59.5K
$5.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
1.77K+ 3.65% |
$147K - $175K
|
50.2K
$4.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
1.73K+ 2.93% |
$144K - $171K
|
60.8K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.71K+ 6.75% |
$142K - $169K
|
27K
$2.47M
|