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 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.32K+ 5.97% |
$576K - $629K
|
130K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.32K+ 5.56% |
$575K - $629K
|
139K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.23K+ 1.56% |
$569K - $622K
|
469K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.98K+ 5.46% |
$548K - $600K
|
135K
$11.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.93K+ 3.47% |
$544K - $595K
|
206K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.9KNew |
$543K - $593K
|
6.9K
$591K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.74K+ 16.19% |
$530K - $579K
|
48.4K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.73K+ 35.55% |
$529K - $579K
|
25.7K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
6.7K+ 1.83% |
$527K - $576K
|
372K
$31.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.41K+ 0.64% |
$504K - $551K
|
1M
$85.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.34K+ 13.3% |
$498K - $545K
|
54K
$4.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.34K+ 4.65% |
$498K - $545K
|
143K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.34K+ 237.53% |
$498K - $545K
|
9K
$770K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.21K+ 29.98% |
$488K - $534K
|
26.9K
$2.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.21KNew |
$488K - $534K
|
6.21K
$531K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.16K+ 37.3% |
$484K - $530K
|
22.7K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.15K+ 29.51% |
$483K - $529K
|
27K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.14K+ 16.72% |
$483K - $528K
|
42.9K
$3.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
6.14K+ 6.16% |
$483K - $528K
|
106K
$9.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.13K+ 5.64% |
$482K - $527K
|
115K
$9.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.98K+ 23.55% |
$470K - $514K
|
31.4K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.93K+ 21.41% |
$466K - $510K
|
33.6K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.8K+ 29.0% |
$456K - $499K
|
25.8K
$2.21M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.77K+ 13.86% |
$454K - $496K
|
47.4K
$4.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.69K+ 5.32% |
$447K - $489K
|
113K
$9.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.63K+ 9.32% |
$443K - $484K
|
66K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.59K+ 93.5% |
$440K - $481K
|
11.6K
$990K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
5.58KNew |
$438K - $479K
|
5.58K
$477K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.55K+ 36.24% |
$436K - $477K
|
20.8K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.46K+ 45.16% |
$429K - $469K
|
17.5K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
5.42KNew |
$426K - $466K
|
5.42K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.36K+ 8.65% |
$421K - $460K
|
67.3K
$5.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.31KNew |
$417K - $456K
|
5.31K
$454K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.22KNew |
$410K - $449K
|
5.22K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.15K+ 12.18% |
$405K - $443K
|
47.4K
$4.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5.12K+ 11.44% |
$402K - $440K
|
49.8K
$4.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.09K+ 275.68% |
$400K - $438K
|
6.94K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.07K+ 68.38% |
$399K - $436K
|
12.5K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.03K+ 12.43% |
$395K - $433K
|
45.5K
$3.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.98KNew |
$391K - $428K
|
4.98K
$426K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.96K+ 153.65% |
$390K - $427K
|
8.19K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$374K - $409K
|
4.76K
$407K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.76K+ 1.94% |
$374K - $409K
|
250K
$21.4M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.74KNew |
$373K - $408K
|
4.74K
$406K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.72K+ 25.1% |
$371K - $406K
|
23.5K
$2.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
4.71KNew |
$370K - $405K
|
4.71K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.71KNew |
$370K - $405K
|
4.71K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 38.92% |
$366K - $401K
|
16.6K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.58K+ 13.05% |
$360K - $394K
|
39.7K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.56K+ 23.13% |
$359K - $392K
|
24.3K
$2.08M
|