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 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
444+ 6.85% |
$36.8K - $43.9K
|
6.93K
$615K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
440+ 2.06% |
$36.5K - $43.5K
|
21.8K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
439+ 2.98% |
$36.4K - $43.4K
|
15.2K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
431+ 10.75% |
$35.8K - $42.7K
|
4.44K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
425+ 1.92% |
$35.3K - $42.1K
|
22.6K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
417+ 3.28% |
$34.6K - $41.3K
|
13.1K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
417+ 4.42% |
$34.6K - $41.3K
|
9.84K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
416+ 62.75% |
$34.5K - $41.2K
|
1.08K
$95.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
414+ 5.83% |
$34.3K - $41K
|
7.52K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
414+ 0.57% |
$34.3K - $41K
|
72.9K
$6.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
410+ 9.87% |
$34K - $40.6K
|
4.57K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
407+ 2.0% |
$33.8K - $40.3K
|
20.7K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
403+ 3.74% |
$33.4K - $39.9K
|
11.2K
$992K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
401+ 2.92% |
$33.3K - $39.7K
|
14.1K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
393+ 1.81% |
$32.6K - $38.9K
|
22.1K
$1.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
381+ 1.65% |
$31.6K - $37.7K
|
23.4K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
374New |
$31K - $37K
|
374
$33.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
370+ 1.23% |
$30.7K - $36.6K
|
30.4K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
368+ 1.34% |
$30.5K - $36.4K
|
27.9K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
367+ 7.19% |
$30.4K - $36.3K
|
5.47K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
367+ 0.92% |
$30.4K - $36.3K
|
40.1K
$3.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
359+ 1.65% |
$29.8K - $35.5K
|
22.1K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
353+ 0.78% |
$29.3K - $34.9K
|
45.8K
$4.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
342+ 10.54% |
$28.4K - $33.8K
|
3.59K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
339+ 0.87% |
$28.1K - $33.6K
|
39.3K
$3.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
337+ 6.54% |
$28K - $33.4K
|
5.49K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
335+ 1.2% |
$27.8K - $33.2K
|
28.3K
$2.51M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
328+ 2.1% |
$27.2K - $32.5K
|
15.9K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
327New |
$27.1K - $32.4K
|
327
$29K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
315+ 2.14% |
$26.1K - $31.2K
|
15K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
314+ 0.38% |
$26.1K - $31.1K
|
82.3K
$7.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
313+ 1.2% |
$26K - $31K
|
26.3K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
303+ 5.13% |
$25.1K - $30K
|
6.21K
$551K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
300+ 8.81% |
$24.9K - $29.7K
|
3.71K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
300+ 2.67% |
$24.9K - $29.7K
|
11.5K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
295+ 2.48% |
$24.5K - $29.2K
|
12.2K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
294+ 8.08% |
$24.4K - $29.1K
|
3.93K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
293+ 22.06% |
$24.3K - $29K
|
1.62K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
293+ 3.3% |
$24.3K - $29K
|
9.17K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
293+ 2.4% |
$24.3K - $29K
|
12.5K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
292+ 3.06% |
$24.2K - $28.9K
|
9.84K
$873K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
292+ 66.21% |
$24.2K - $28.9K
|
733
$65.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
291+ 1.85% |
$24.1K - $28.8K
|
16K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
289+ 10.79% |
$24K - $28.6K
|
2.97K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
288+ 3.32% |
$23.9K - $28.5K
|
8.95K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
285+ 1.01% |
$23.6K - $28.2K
|
28.5K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
284+ 1.79% |
$23.6K - $28.1K
|
16.2K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
281+ 2.27% |
$23.3K - $27.8K
|
12.7K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
275New |
$22.8K - $27.2K
|
275
$24.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
274+ 7.18% |
$22.7K - $27.1K
|
4.09K
$363K
|