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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.66K+ 85.13% |
$636K - $758K
|
16.7K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.53KNew |
$625K - $745K
|
7.53K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
7.5KNew |
$622K - $742K
|
7.5K
$735K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7.46KNew |
$619K - $739K
|
7.46K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.31K+ 5.62% |
$606K - $723K
|
137K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.27KNew |
$603K - $720K
|
7.27K
$712K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.15KNew |
$593K - $708K
|
7.15K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$588K - $701K
|
7.08K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
7K+ 6.1% |
$581K - $693K
|
122K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.91K+ 37.49% |
$573K - $684K
|
25.3K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.79K+ 14.38% |
$564K - $672K
|
54K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.68K+ 69.27% |
$554K - $661K
|
16.3K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.64K+ 17.43% |
$551K - $657K
|
44.7K
$4.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
6.58KNew |
$546K - $652K
|
6.58K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.55KNew |
$543K - $648K
|
6.55K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.52K+ 27.56% |
$541K - $645K
|
30.2K
$2.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.5KNew |
$539K - $643K
|
6.5K
$637K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
6.43K+ 15.92% |
$534K - $637K
|
46.8K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.4K+ 4.16% |
$531K - $634K
|
160K
$15.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.4K+ 17.66% |
$531K - $633K
|
42.6K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.38KNew |
$529K - $632K
|
6.38K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.27K+ 2.06% |
$520K - $621K
|
310K
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.21K+ 4.35% |
$515K - $614K
|
149K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.19K+ 41.06% |
$513K - $612K
|
21.3K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6.11K+ 12.89% |
$507K - $605K
|
53.5K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.02K+ 4.75% |
$499K - $596K
|
133K
$13M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
6.01K+ 60.5% |
$499K - $595K
|
15.9K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.93K+ 6.44% |
$492K - $587K
|
98.1K
$9.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.81K+ 185.54% |
$482K - $575K
|
8.95K
$876K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.76K+ 1215.19% |
$478K - $570K
|
6.23K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.75K+ 4.19% |
$477K - $569K
|
143K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.74KNew |
$476K - $568K
|
5.74K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.68K+ 8236.23% |
$472K - $562K
|
5.75K
$564K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.37K+ 66.51% |
$446K - $532K
|
13.4K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.31KNew |
$441K - $526K
|
5.31K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.29K+ 19.76% |
$439K - $524K
|
32.1K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.24K+ 4.48% |
$435K - $519K
|
122K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.23K+ 33.99% |
$434K - $518K
|
20.6K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.23K+ 63.81% |
$434K - $517K
|
13.4K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.12K+ 9.0% |
$424K - $506K
|
61.9K
$6.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.1K+ 2.45% |
$423K - $504K
|
213K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5KNew |
$415K - $495K
|
5K
$490K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.99K+ 15.9% |
$414K - $494K
|
36.4K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 51.15% |
$414K - $494K
|
14.7K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.95K+ 4.74% |
$411K - $490K
|
109K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.92K+ 5.92% |
$408K - $487K
|
88.1K
$8.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.89K+ 13.37% |
$406K - $484K
|
41.5K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.79K+ 1.02% |
$398K - $474K
|
474K
$46.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.79K+ 2.54% |
$397K - $474K
|
193K
$18.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.74K+ 15.18% |
$393K - $469K
|
35.9K
$3.52M
|