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 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
118New |
$9.28K - $10.1K
|
118
$10.1K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
118+ 2.93% |
$9.28K - $10.1K
|
4.15K
$355K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
117+ 1.45% |
$9.2K - $10.1K
|
8.2K
$701K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
116+ 0.45% |
$9.12K - $9.97K
|
26K
$2.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
116+ 0.92% |
$9.12K - $9.97K
|
12.7K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
116+ 241.67% |
$9.12K - $9.97K
|
164
$14K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
116+ 0.29% |
$9.12K - $9.97K
|
40.6K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
115+ 0.38% |
$9.04K - $9.89K
|
30.1K
$2.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
111+ 0.45% |
$8.73K - $9.54K
|
24.6K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
105+ 0.09% |
$8.25K - $9.03K
|
121K
$10.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
100+ 555.56% |
$7.86K - $8.6K
|
118
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 5.19% |
$7.86K - $8.6K
|
2.03K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
100+ 1.1% |
$7.86K - $8.6K
|
9.17K
$785K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
98+ 1.97% |
$7.7K - $8.43K
|
5.07K
$433K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
96+ 1.92% |
$7.55K - $8.25K
|
5.11K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
95+ 2.21% |
$7.47K - $8.17K
|
4.39K
$376K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
92+ 3.46% |
$7.23K - $7.91K
|
2.75K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
85+ 2.73% |
$6.68K - $7.31K
|
3.19K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
78+ 2.92% |
$6.13K - $6.71K
|
2.75K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
77+ 0.5% |
$6.05K - $6.62K
|
15.5K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
75+ 0.87% |
$5.9K - $6.45K
|
8.66K
$741K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
75+ 0.56% |
$5.9K - $6.45K
|
13.5K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
75+ 0.6% |
$5.9K - $6.45K
|
12.6K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
72+ 1.89% |
$5.66K - $6.19K
|
3.88K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
70+ 2.0% |
$5.5K - $6.02K
|
3.57K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
69New |
$5.42K - $5.93K
|
69
$5.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
66+ 0.23% |
$5.19K - $5.67K
|
28.6K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
65+ 0.52% |
$5.11K - $5.59K
|
12.6K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
63+ 1.93% |
$4.95K - $5.42K
|
3.32K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
58+ 2.36% |
$4.56K - $4.99K
|
2.51K
$215K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
58+ 2.88% |
$4.56K - $4.99K
|
2.07K
$177K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
58+ 1.84% |
$4.56K - $4.99K
|
3.2K
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
56+ 1.01% |
$4.4K - $4.81K
|
5.59K
$478K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
52+ 0.71% |
$4.09K - $4.47K
|
7.38K
$631K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 1.46% |
$3.93K - $4.3K
|
3.48K
$298K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
50+ 0.1% |
$3.93K - $4.3K
|
48.6K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
46+ 1.52% |
$3.62K - $3.95K
|
3.08K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
45+ 0.07% |
$3.54K - $3.87K
|
67.6K
$5.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
45+ 0.38% |
$3.54K - $3.87K
|
12K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
43+ 1.43% |
$3.38K - $3.7K
|
3.06K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
42+ 1.08% |
$3.3K - $3.61K
|
3.93K
$336K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
40+ 1.49% |
$3.14K - $3.44K
|
2.73K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
38+ 4.39% |
$2.99K - $3.27K
|
903
$77.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
35+ 0.17% |
$2.75K - $3.01K
|
20.3K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
35+ 0.08% |
$2.75K - $3.01K
|
43.1K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
34+ 0.66% |
$2.67K - $2.92K
|
5.15K
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
32+ 0.23% |
$2.52K - $2.75K
|
14.2K
$1.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
30New |
$2.36K - $2.58K
|
30
$2.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
30+ 0.94% |
$2.36K - $2.58K
|
3.24K
$277K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
30+ 0.37% |
$2.36K - $2.58K
|
8.14K
$696K
|