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 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.66K+ 3.02% |
$138K - $164K
|
56.7K
$5.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.64K+ 14.19% |
$136K - $162K
|
13.2K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 4.0% |
$133K - $159K
|
41.8K
$4.12M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.57K+ 5.53% |
$130K - $155K
|
30K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.56K+ 128.08% |
$129K - $154K
|
2.78K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.55K+ 20.46% |
$129K - $154K
|
9.15K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 3.55% |
$127K - $151K
|
44.5K
$4.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.52K+ 5.84% |
$126K - $150K
|
27.5K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 41.91% |
$124K - $148K
|
5.06K
$499K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.49K+ 20.03% |
$124K - $148K
|
8.95K
$883K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.48K+ 10.03% |
$123K - $146K
|
16.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.48K+ 345.09% |
$123K - $146K
|
1.91K
$188K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.46K+ 4.48% |
$121K - $145K
|
34.2K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.46K+ 50.0% |
$121K - $145K
|
4.38K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.45K+ 7.39% |
$120K - $144K
|
21.1K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.44K+ 4.07% |
$120K - $143K
|
36.9K
$3.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.43K+ 6.58% |
$118K - $141K
|
23.1K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.43K+ 8.5% |
$118K - $141K
|
18.2K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.42K+ 11.21% |
$118K - $140K
|
14.1K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.39K+ 1.83% |
$115K - $137K
|
77.3K
$7.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.38K+ 3.11% |
$115K - $137K
|
45.9K
$4.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.36K+ 1.82% |
$113K - $135K
|
76K
$7.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.34K+ 10.56% |
$111K - $133K
|
14.1K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.3K+ 34.52% |
$108K - $129K
|
5.08K
$501K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.3K+ 2.01% |
$108K - $129K
|
66K
$6.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$108K - $129K
|
1.3K
$128K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.29K+ 13.05% |
$107K - $128K
|
11.2K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.29K+ 3.58% |
$107K - $128K
|
37.3K
$3.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 1.33% |
$107K - $128K
|
98.3K
$9.7M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.28K+ 2.4% |
$106K - $127K
|
54.5K
$5.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.28K+ 18.65% |
$106K - $126K
|
8.13K
$802K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.27K+ 13.04% |
$105K - $125K
|
11K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.27K+ 42.38% |
$105K - $125K
|
4.25K
$419K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.27KNew |
$105K - $125K
|
1.27K
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.26K+ 11.97% |
$104K - $124K
|
11.8K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.25K+ 0.7% |
$104K - $124K
|
180K
$17.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.24K+ 9.73% |
$102K - $122K
|
13.9K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.22K+ 1042.74% |
$101K - $121K
|
1.34K
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.21K+ 30.92% |
$100K - $120K
|
5.13K
$506K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
1.21K+ 29.82% |
$100K - $120K
|
5.26K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.21K+ 109.94% |
$100K - $119K
|
2.3K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.2K+ 5.94% |
$99.3K - $118K
|
21.3K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 3.93% |
$99.3K - $118K
|
31.6K
$3.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.19K+ 83.7% |
$98.8K - $118K
|
2.61K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.17K+ 5.14% |
$97.1K - $116K
|
23.9K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
1.17K+ 8.51% |
$97.1K - $116K
|
14.9K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 5.69% |
$96.8K - $115K
|
21.7K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.15K+ 1.75% |
$95.7K - $114K
|
67K
$6.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.13K+ 15.75% |
$94K - $112K
|
8.33K
$821K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.12K+ 3.34% |
$93.1K - $111K
|
34.7K
$3.42M
|