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
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.19K+ 83.7% |
$98.8K - $118K
|
2.61K
$235K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.17K+ 5.14% |
$97.1K - $116K
|
23.9K
$2.15M
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
1.17K+ 8.51% |
$97.1K - $116K
|
14.9K
$1.34M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 5.69% |
$96.8K - $115K
|
21.7K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.15K+ 1.75% |
$95.7K - $114K
|
67K
$6.01M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.13K+ 15.75% |
$94K - $112K
|
8.33K
$747K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.12K+ 3.34% |
$93.1K - $111K
|
34.7K
$3.12M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.12K+ 33.24% |
$92.8K - $111K
|
4.48K
$402K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.12K+ 11.51% |
$92.8K - $111K
|
10.8K
$971K
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.11K+ 29.95% |
$92.2K - $110K
|
4.82K
$432K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.11K+ 4.6% |
$92.1K - $110K
|
25.3K
$2.27M
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.1K+ 0.6% |
$91.6K - $109K
|
186K
$16.7M
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.06K+ 30.74% |
$87.9K - $105K
|
4.5K
$404K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.05K+ 7.29% |
$87.5K - $104K
|
15.5K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.05K+ 14.83% |
$87.3K - $104K
|
8.15K
$731K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.05K+ 7.65% |
$87.2K - $104K
|
14.8K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.04K+ 1.21% |
$86.2K - $103K
|
87.2K
$7.82M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.04K+ 2.69% |
$86.2K - $103K
|
39.7K
$3.56M
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
1.03K+ 1.17% |
$85.5K - $102K
|
89K
$7.98M
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 2.0% |
$85.5K - $102K
|
52.6K
$4.72M
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.01K+ 1.32% |
$83.5K - $99.6K
|
77K
$6.91M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1K+ 0.66% |
$83.1K - $99.1K
|
153K
$13.8M
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1K+ 22.22% |
$83K - $99K
|
5.5K
$493K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1KNew |
$83K - $99K
|
1K
$89.7K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
985+ 8.86% |
$81.7K - $97.5K
|
12.1K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
980+ 23.45% |
$81.3K - $97K
|
5.16K
$463K
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
972+ 4.84% |
$80.6K - $96.2K
|
21.1K
$1.89M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
949+ 624.34% |
$78.7K - $93.9K
|
1.1K
$98.8K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
930+ 0.39% |
$77.2K - $92K
|
241K
$21.6M
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
907+ 2.37% |
$75.3K - $89.8K
|
39.1K
$3.51M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
906+ 37.77% |
$75.2K - $89.7K
|
3.31K
$296K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
903+ 3.43% |
$74.9K - $89.4K
|
27.2K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
900+ 2368.42% |
$74.7K - $89.1K
|
938
$84.1K
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
874+ 6.95% |
$72.5K - $86.5K
|
13.4K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
863+ 8.41% |
$71.6K - $85.4K
|
11.1K
$997K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
846+ 3.58% |
$70.2K - $83.7K
|
24.5K
$2.2M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
843+ 3.28% |
$69.9K - $83.4K
|
26.5K
$2.38M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
840+ 2.27% |
$69.7K - $83.1K
|
37.9K
$3.4M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
837+ 0.47% |
$69.4K - $82.8K
|
179K
$16M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
832+ 0.66% |
$69K - $82.3K
|
126K
$11.3M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
810+ 19.12% |
$67.2K - $80.2K
|
5.05K
$453K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
803+ 21.33% |
$66.6K - $79.5K
|
4.57K
$410K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
797+ 11.71% |
$66.1K - $78.9K
|
7.61K
$682K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
784New |
$65K - $77.6K
|
784
$70.3K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
781+ 2.92% |
$64.8K - $77.3K
|
27.5K
$2.47M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
779+ 1.23% |
$64.6K - $77.1K
|
64.4K
$5.77M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
779+ 9.58% |
$64.6K - $77.1K
|
8.91K
$800K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
778+ 474.39% |
$64.6K - $77K
|
942
$84.5K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
769+ 4.58% |
$63.8K - $76.1K
|
17.6K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
751+ 0.84% |
$62.3K - $74.3K
|
90.1K
$8.08M
|