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 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
47.5KNew |
$3.94M - $4.7M
|
47.5K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47.3K+ 378.54% |
$3.92M - $4.68M
|
59.8K
$5.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
45.2K+ 89.81% |
$3.75M - $4.47M
|
95.4K
$9.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
45KNew |
$3.73M - $4.45M
|
45K
$4.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
44.9K+ 101.7% |
$3.73M - $4.44M
|
89.1K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
44.7KNew |
$3.71M - $4.43M
|
44.7K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.5K+ 7.3% |
$3.61M - $4.3M
|
639K
$62.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42.9K+ 24.23% |
$3.56M - $4.25M
|
220K
$21.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
42.1KNew |
$3.49M - $4.16M
|
42.1K
$4.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
40.8K+ 7.97% |
$3.38M - $4.04M
|
552K
$54.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
39.2K+ 17.6% |
$3.26M - $3.88M
|
262K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.1K+ 106.5% |
$3.24M - $3.87M
|
75.8K
$7.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
37.9KNew |
$3.14M - $3.75M
|
37.9K
$3.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
34.2KNew |
$2.84M - $3.39M
|
34.2K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
32KNew |
$2.66M - $3.17M
|
32K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
31.6K+ 47.59% |
$2.62M - $3.13M
|
97.9K
$9.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
31K+ 500.0% |
$2.57M - $3.07M
|
37.2K
$3.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
30K+ 1660.02% |
$2.49M - $2.97M
|
31.8K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29.7KNew |
$2.46M - $2.94M
|
29.7K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
28.5K+ 12.38% |
$2.37M - $2.83M
|
259K
$25.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
28.5KNew |
$2.36M - $2.82M
|
28.5K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
27.9KNew |
$2.31M - $2.76M
|
27.9K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.8K+ 17.27% |
$2.3M - $2.75M
|
188K
$18.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
27.7K+ 11.37% |
$2.3M - $2.75M
|
272K
$26.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
26.9KNew |
$2.23M - $2.66M
|
26.9K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
26.7KNew |
$2.21M - $2.64M
|
26.7K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
26.2KNew |
$2.17M - $2.59M
|
26.2K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
26.2KNew |
$2.17M - $2.59M
|
26.2K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.2K+ 50.48% |
$2.09M - $2.49M
|
75.1K
$7.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.9K+ 98.77% |
$2.06M - $2.46M
|
50.1K
$4.91M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
24.6K+ 6.38% |
$2.04M - $2.43M
|
410K
$40.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.2K+ 1.61% |
$2.01M - $2.4M
|
1.53M
$150M
|
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
23.9KNew |
$1.98M - $2.37M
|
23.9K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.9KNew |
$1.98M - $2.36M
|
23.9K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
23.2KNew |
$1.93M - $2.3M
|
23.2K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
23K+ 86.89% |
$1.91M - $2.27M
|
49.4K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.9K+ 2.88% |
$1.9M - $2.26M
|
817K
$80.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.5K+ 3.39% |
$1.86M - $2.22M
|
685K
$67.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 6.94% |
$1.68M - $2.01M
|
312K
$30.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 16.17% |
$1.54M - $1.84M
|
134K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.5K+ 2.3% |
$1.54M - $1.83M
|
823K
$80.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
18.4K+ 13.87% |
$1.53M - $1.82M
|
151K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 22.7% |
$1.48M - $1.77M
|
96.6K
$9.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.8K+ 11.49% |
$1.48M - $1.76M
|
173K
$16.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.7K+ 41.25% |
$1.47M - $1.75M
|
60.6K
$5.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
17.3K+ 6.3% |
$1.44M - $1.72M
|
293K
$28.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 16.18% |
$1.43M - $1.71M
|
124K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 99.66% |
$1.42M - $1.69M
|
34.2K
$3.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16.9K+ 29.45% |
$1.4M - $1.67M
|
74.1K
$7.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
16.6K+ 2.12% |
$1.38M - $1.64M
|
800K
$78.4M
|