Purchases and Sales Made in Q2 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
278+ 5.84% |
$21.9K - $23.9K
|
5.04K
$431K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
266+ 5.8% |
$20.9K - $22.9K
|
4.85K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
262+ 0.35% |
$20.6K - $22.5K
|
74.3K
$6.36M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
259+ 9.1% |
$20.4K - $22.3K
|
3.11K
$266K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
249+ 0.68% |
$19.6K - $21.4K
|
36.9K
$3.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
248+ 1.68% |
$19.5K - $21.3K
|
15K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
246+ 1.6% |
$19.3K - $21.1K
|
15.6K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
238+ 5.78% |
$18.7K - $20.5K
|
4.36K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
235+ 6.28% |
$18.5K - $20.2K
|
3.98K
$340K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
232+ 58.73% |
$18.2K - $19.9K
|
627
$53.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
231+ 4.26% |
$18.2K - $19.9K
|
5.66K
$484K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
228+ 5.24% |
$17.9K - $19.6K
|
4.58K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
212New |
$16.7K - $18.2K
|
212
$18.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
208+ 40.31% |
$16.4K - $17.9K
|
724
$61.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
207+ 1.88% |
$16.3K - $17.8K
|
11.2K
$961K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
206+ 2.77% |
$16.2K - $17.7K
|
7.66K
$655K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
200+ 0.79% |
$15.7K - $17.2K
|
25.6K
$2.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
192+ 581.82% |
$15.1K - $16.5K
|
225
$19.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
189+ 7.32% |
$14.9K - $16.2K
|
2.77K
$237K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
184+ 0.75% |
$14.5K - $15.8K
|
24.8K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
184+ 0.51% |
$14.5K - $15.8K
|
36.2K
$3.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
183+ 5.72% |
$14.4K - $15.7K
|
3.38K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
181+ 4.1% |
$14.2K - $15.6K
|
4.59K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
180+ 1.99% |
$14.1K - $15.5K
|
9.21K
$788K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
178+ 287.1% |
$14K - $15.3K
|
240
$20.5K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
175+ 2.36% |
$13.8K - $15K
|
7.58K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
173+ 7.28% |
$13.6K - $14.9K
|
2.55K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
171+ 3.22% |
$13.4K - $14.7K
|
5.48K
$469K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
171New |
$13.4K - $14.7K
|
171
$14.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
167+ 2.69% |
$13.1K - $14.4K
|
6.38K
$546K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
165+ 0.38% |
$13K - $14.2K
|
44.2K
$3.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
162+ 6.44% |
$12.7K - $13.9K
|
2.68K
$229K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
155+ 1.23% |
$12.2K - $13.3K
|
12.7K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
153+ 5.78% |
$12K - $13.2K
|
2.8K
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
149+ 5.19% |
$11.7K - $12.8K
|
3.02K
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
147+ 4.95% |
$11.6K - $12.6K
|
3.12K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
143+ 14.52% |
$11.2K - $12.3K
|
1.13K
$96.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
143+ 1.96% |
$11.2K - $12.3K
|
7.45K
$637K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
142+ 5.51% |
$11.2K - $12.2K
|
2.72K
$233K
|
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
BUY
|
- |
138+ 0.45% |
$10.8K - $11.9K
|
30.8K
$2.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
137+ 441.94% |
$10.8K - $11.8K
|
168
$14.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
136New |
$10.7K - $11.7K
|
136
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
135+ 0.31% |
$10.6K - $11.6K
|
44.1K
$3.78M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
131+ 12.87% |
$10.3K - $11.3K
|
1.15K
$98.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
129+ 0.96% |
$10.1K - $11.1K
|
13.6K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
128+ 6400.0% |
$10.1K - $11K
|
130
$11.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
126+ 1.04% |
$9.9K - $10.8K
|
12.2K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
124+ 1.08% |
$9.75K - $10.7K
|
11.6K
$995K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
119+ 0.91% |
$9.35K - $10.2K
|
13.2K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
119+ 2.3% |
$9.35K - $10.2K
|
5.3K
$454K
|