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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
40.2K+ 16.76% |
$3.16M - $3.45M
|
280K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
38.2K+ 36.9% |
$3M - $3.29M
|
142K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
37.7KNew |
$2.96M - $3.24M
|
37.7K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.7K+ 6.57% |
$2.89M - $3.16M
|
596K
$51M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
36.4K+ 14.16% |
$2.86M - $3.13M
|
293K
$25.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36.2KNew |
$2.85M - $3.11M
|
36.2K
$3.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
36K+ 320.58% |
$2.83M - $3.09M
|
47.2K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
35.5KNew |
$2.79M - $3.05M
|
35.5K
$3.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
35.2K+ 6.99% |
$2.77M - $3.03M
|
539K
$46.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
33.1KNew |
$2.6M - $2.85M
|
33.1K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
31.7KNew |
$2.49M - $2.73M
|
31.7K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
30.8K+ 77.25% |
$2.42M - $2.65M
|
70.7K
$6.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.2K+ 0.87% |
$2.38M - $2.6M
|
3.49M
$299M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
28.2K+ 4.04% |
$2.21M - $2.42M
|
726K
$62.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
27.8KNew |
$2.19M - $2.39M
|
27.8K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
27.7K+ 58.14% |
$2.18M - $2.38M
|
75.3K
$6.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
27.5K+ 17.36% |
$2.16M - $2.37M
|
186K
$15.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
27.4KNew |
$2.15M - $2.35M
|
27.4K
$2.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
27.3K+ 4.4% |
$2.15M - $2.35M
|
648K
$55.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Fore Capital, LLC
|
BUY
|
- |
27KNew |
$2.12M - $2.32M
|
27K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27K+ 3.47% |
$2.12M - $2.32M
|
804K
$68.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
26.3KNew |
$2.07M - $2.26M
|
26.3K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26K+ 87.82% |
$2.04M - $2.24M
|
55.6K
$4.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
26K+ 14.48% |
$2.04M - $2.23M
|
205K
$17.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
25.4K+ 75.33% |
$2M - $2.18M
|
59.1K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.4K+ 223.77% |
$1.99M - $2.18M
|
36.7K
$3.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
25.3KNew |
$1.99M - $2.17M
|
25.3K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24.9K+ 283.6% |
$1.96M - $2.14M
|
33.7K
$2.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
24.1KNew |
$1.9M - $2.08M
|
24.1K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
23.9K+ 9.5% |
$1.88M - $2.05M
|
275K
$23.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.6K+ 2.85% |
$1.85M - $2.03M
|
849K
$72.6M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
22.8KNew |
$1.79M - $1.96M
|
22.8K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
22KNew |
$1.73M - $1.89M
|
22K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21.7K+ 8.85% |
$1.71M - $1.86M
|
267K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
20.3KNew |
$1.6M - $1.74M
|
20.3K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
20.1K+ 6.28% |
$1.58M - $1.73M
|
340K
$29.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
20K+ 12.58% |
$1.57M - $1.72M
|
179K
$15.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
19.4K+ 10.0% |
$1.53M - $1.67M
|
214K
$18.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
19.4KNew |
$1.53M - $1.67M
|
19.4K
$1.66M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18.7KNew |
$1.47M - $1.61M
|
18.7K
$1.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18.1K+ 9.54% |
$1.43M - $1.56M
|
208K
$17.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18K+ 7.84% |
$1.41M - $1.54M
|
247K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
17.9K+ 56.34% |
$1.41M - $1.54M
|
49.7K
$4.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17.1K+ 6.4% |
$1.35M - $1.47M
|
285K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
17K+ 73.95% |
$1.34M - $1.46M
|
40K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.7KNew |
$1.31M - $1.43M
|
16.7K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 1.87% |
$1.31M - $1.43M
|
906K
$77.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 5.67% |
$1.28M - $1.4M
|
304K
$26M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.1K+ 12.07% |
$1.27M - $1.39M
|
150K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15.6K+ 51.67% |
$1.23M - $1.34M
|
45.9K
$3.93M
|