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 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
270New |
$22.4K - $26.7K
|
270
$24K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
261+ 3.44% |
$21.7K - $25.8K
|
7.84K
$696K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
258+ 0.67% |
$21.4K - $25.5K
|
38.5K
$3.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
258+ 0.51% |
$21.4K - $25.5K
|
51.3K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
257+ 2.47% |
$21.3K - $25.4K
|
10.7K
$947K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
254+ 88.19% |
$21.1K - $25.1K
|
542
$48.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
253+ 0.87% |
$21K - $25K
|
29.5K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
252+ 0.33% |
$20.9K - $24.9K
|
75.7K
$6.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
251+ 1.83% |
$20.8K - $24.8K
|
14K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
250+ 5.2% |
$20.7K - $24.7K
|
5.06K
$449K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
248+ 0.35% |
$20.6K - $24.5K
|
70.4K
$6.25M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
246+ 24.97% |
$20.4K - $24.3K
|
1.23K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
242+ 1.96% |
$20.1K - $24K
|
12.6K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
235+ 5.12% |
$19.5K - $23.3K
|
4.83K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
220+ 0.83% |
$18.3K - $21.8K
|
26.8K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
220+ 1.14% |
$18.3K - $21.8K
|
19.5K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
211+ 0.82% |
$17.5K - $20.9K
|
25.8K
$2.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
204+ 4.46% |
$16.9K - $20.2K
|
4.78K
$424K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
202+ 17.91% |
$16.8K - $20K
|
1.33K
$118K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 1.36% |
$16.6K - $19.8K
|
14.9K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
200+ 2.3% |
$16.6K - $19.8K
|
8.88K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 9.88% |
$16.6K - $19.8K
|
2.23K
$197K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
197+ 0.25% |
$16.3K - $19.5K
|
79K
$7.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
196+ 1.78% |
$16.3K - $19.4K
|
11.2K
$993K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
193+ 5.92% |
$16K - $19.1K
|
3.46K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
188+ 3.35% |
$15.6K - $18.6K
|
5.8K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
188New |
$15.6K - $18.6K
|
188
$16.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
185+ 5.72% |
$15.3K - $18.3K
|
3.42K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
184+ 0.39% |
$15.3K - $18.2K
|
47.3K
$4.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
182+ 3.8% |
$15.1K - $18K
|
4.97K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
176+ 15.33% |
$14.6K - $17.4K
|
1.32K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
174+ 1.97% |
$14.4K - $17.2K
|
8.99K
$798K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
171+ 0.01% |
$14.2K - $16.9K
|
1.21M
$107M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
167+ 0.59% |
$13.9K - $16.5K
|
28.3K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
167+ 1.16% |
$13.9K - $16.5K
|
14.6K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
166+ 0.99% |
$13.8K - $16.4K
|
17K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
164+ 3.48% |
$13.6K - $16.2K
|
4.87K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
163+ 1.28% |
$13.5K - $16.1K
|
12.9K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
163+ 0.84% |
$13.5K - $16.1K
|
19.5K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
161+ 198.77% |
$13.4K - $15.9K
|
242
$21.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
159+ 1.37% |
$13.2K - $15.7K
|
11.8K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
157+ 21.48% |
$13K - $15.5K
|
888
$78.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
150New |
$12.4K - $14.8K
|
150
$13.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
150New |
$12.4K - $14.8K
|
150
$13.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
148+ 1.99% |
$12.3K - $14.6K
|
7.6K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
148+ 3.48% |
$12.3K - $14.6K
|
4.4K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
147New |
$12.2K - $14.5K
|
147
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
146+ 20.59% |
$12.1K - $14.4K
|
855
$75.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
144+ 0.26% |
$11.9K - $14.3K
|
54.6K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
142+ 2.72% |
$11.8K - $14.1K
|
5.37K
$476K
|