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 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.95K+ 7.63% |
$153K - $167K
|
27.5K
$2.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.92K+ 1.53% |
$151K - $165K
|
127K
$10.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.86K+ 6.04% |
$147K - $160K
|
32.7K
$2.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.83K+ 2.96% |
$144K - $157K
|
63.6K
$5.44M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.83KNew |
$144K - $157K
|
1.83K
$156K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.81K+ 30.26% |
$142K - $156K
|
7.79K
$667K
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.78K+ 8.19% |
$140K - $153K
|
23.5K
$2.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.77K+ 10.65% |
$139K - $152K
|
18.4K
$1.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.74K+ 12.47% |
$137K - $150K
|
15.7K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.7K+ 5.43% |
$133K - $146K
|
33K
$2.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 10.64% |
$130K - $142K
|
17.1K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.64K+ 6.95% |
$129K - $141K
|
25.3K
$2.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.63K+ 7.9% |
$128K - $140K
|
22.2K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 24.8% |
$128K - $140K
|
8.18K
$700K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.61K+ 8.09% |
$126K - $138K
|
21.5K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 1.63% |
$123K - $134K
|
97K
$8.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.55K+ 3.15% |
$122K - $133K
|
50.9K
$4.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.55K+ 15.5% |
$122K - $133K
|
11.5K
$987K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.55K+ 1.42% |
$122K - $133K
|
110K
$9.43M
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.54K+ 2.07% |
$121K - $132K
|
76K
$6.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.54K+ 11.9% |
$121K - $132K
|
14.5K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.52K+ 7.67% |
$120K - $131K
|
21.4K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.49K+ 22.6% |
$117K - $128K
|
8.08K
$691K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.49K+ 2.6% |
$117K - $128K
|
58.7K
$5.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.48K+ 3.86% |
$117K - $128K
|
39.9K
$3.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.47K+ 25.04% |
$116K - $126K
|
7.34K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.47K+ 27.23% |
$115K - $126K
|
6.85K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.44K+ 0.86% |
$113K - $123K
|
169K
$14.5M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.41K+ 8.26% |
$111K - $121K
|
18.5K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 6.78% |
$110K - $120K
|
22K
$1.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.39K+ 2.75% |
$109K - $119K
|
51.8K
$4.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.38K+ 40.1% |
$108K - $118K
|
4.81K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.37K+ 12.4% |
$107K - $118K
|
12.4K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.36K+ 2.18% |
$107K - $117K
|
64.1K
$5.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.36K+ 22.26% |
$107K - $117K
|
7.46K
$639K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.34K+ 0.9% |
$106K - $115K
|
151K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.32K+ 19.79% |
$104K - $113K
|
7.99K
$684K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.32K+ 10.03% |
$104K - $113K
|
14.5K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.32K+ 16.56% |
$103K - $113K
|
9.26K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.31K+ 27.35% |
$103K - $113K
|
6.11K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.31K+ 7.13% |
$103K - $112K
|
19.6K
$1.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.3K+ 3.49% |
$103K - $112K
|
38.6K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.3K+ 15.48% |
$102K - $112K
|
9.72K
$831K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.3K+ 49.69% |
$102K - $112K
|
3.92K
$335K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.3K+ 135.1% |
$102K - $112K
|
2.26K
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.26K+ 0.55% |
$99.2K - $108K
|
233K
$19.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.26K+ 2.38% |
$98.7K - $108K
|
53.9K
$4.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.23K+ 4.96% |
$96.5K - $105K
|
26K
$2.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.21K+ 3.37% |
$95.4K - $104K
|
37.2K
$3.18M
|
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.21K+ 1.89% |
$94.7K - $104K
|
65K
$5.56M
|