Purchases and Sales Made in Q3 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
70+ 2.06% |
$5.81K - $6.93K
|
3.46K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
70+ 0.4% |
$5.81K - $6.93K
|
17.6K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
69+ 0.33% |
$5.72K - $6.83K
|
21.2K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
67+ 0.78% |
$5.56K - $6.63K
|
8.67K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66+ 0.85% |
$5.48K - $6.53K
|
7.86K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
64+ 0.05% |
$5.31K - $6.33K
|
123K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
63+ 0.16% |
$5.23K - $6.24K
|
39.9K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
60+ 1.73% |
$4.98K - $5.94K
|
3.53K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
58+ 0.12% |
$4.81K - $5.74K
|
49.3K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
54+ 0.17% |
$4.48K - $5.34K
|
31.9K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
53+ 2.2% |
$4.4K - $5.25K
|
2.46K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
52+ 1.04% |
$4.31K - $5.15K
|
5.03K
$446K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
51+ 1.39% |
$4.23K - $5.05K
|
3.72K
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 20.48% |
$4.23K - $5.05K
|
300
$26.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
50+ 1.27% |
$4.15K - $4.95K
|
4K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
50+ 0.42% |
$4.15K - $4.95K
|
11.9K
$1.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
48+ 0.89% |
$3.98K - $4.75K
|
5.45K
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.59% |
$3.98K - $4.75K
|
8.23K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46+ 0.67% |
$3.82K - $4.55K
|
6.9K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
45+ 1.03% |
$3.73K - $4.45K
|
4.4K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44+ 1.22% |
$3.65K - $4.35K
|
3.64K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
43+ 1.23% |
$3.57K - $4.26K
|
3.53K
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
42+ 0.34% |
$3.48K - $4.16K
|
12.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
42+ 0.33% |
$3.48K - $4.16K
|
12.7K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.0% |
$3.4K - $4.06K
|
4.16K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
40+ 0.69% |
$3.32K - $3.96K
|
5.86K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40+ 5.77% |
$3.32K - $3.96K
|
733
$65.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
37+ 0.29% |
$3.07K - $3.66K
|
13K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
36+ 1.22% |
$2.99K - $3.56K
|
3K
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
36+ 1.09% |
$2.99K - $3.56K
|
3.35K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
36+ 0.58% |
$2.99K - $3.56K
|
6.25K
$555K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 1.25% |
$2.9K - $3.46K
|
2.84K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35New |
$2.9K - $3.46K
|
35
$3.11K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
34+ 1.05% |
$2.82K - $3.36K
|
3.27K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
33+ 1.29% |
$2.74K - $3.27K
|
2.58K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29New |
$2.41K - $2.87K
|
29
$2.57K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28+ 1.31% |
$2.32K - $2.77K
|
2.17K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 0.33% |
$2.24K - $2.67K
|
8.23K
$730K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
25+ 0.01% |
$2.07K - $2.47K
|
177K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
24+ 0.44% |
$1.99K - $2.38K
|
5.45K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.83% |
$1.99K - $2.38K
|
2.91K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.16% |
$1.91K - $2.28K
|
14.6K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
23+ 1.03% |
$1.91K - $2.28K
|
2.26K
$201K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
22+ 0.33% |
$1.83K - $2.18K
|
6.71K
$596K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21+ 6.33% |
$1.74K - $2.08K
|
353
$31.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21+ 0.62% |
$1.74K - $2.08K
|
3.4K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 0.71% |
$1.74K - $2.08K
|
2.98K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.05% |
$1.74K - $2.08K
|
41.8K
$3.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
20+ 0.7% |
$1.66K - $1.98K
|
2.89K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
20+ 0.72% |
$1.66K - $1.98K
|
2.8K
$249K
|