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 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19+ 0.48% |
$1.58K - $1.88K
|
3.99K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 0.04% |
$1.58K - $1.88K
|
43.1K
$3.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 1.31% |
$1.49K - $1.78K
|
1.39K
$124K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 5.23% |
$1.49K - $1.78K
|
362
$32.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17+ 0.23% |
$1.41K - $1.68K
|
7.39K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17+ 0.02% |
$1.41K - $1.68K
|
101K
$8.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
16+ 0.25% |
$1.33K - $1.58K
|
6.31K
$560K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
15New |
$1.24K - $1.48K
|
15
$1.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15New |
$1.24K - $1.48K
|
15
$1.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 0.41% |
$1.24K - $1.48K
|
3.66K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 0.31% |
$1.24K - $1.48K
|
4.93K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.22% |
$1.24K - $1.48K
|
6.86K
$609K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14+ 0.38% |
$1.16K - $1.39K
|
3.66K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
14+ 0.24% |
$1.16K - $1.39K
|
5.96K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.13% |
$1.08K - $1.29K
|
9.75K
$865K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.39% |
$1.08K - $1.29K
|
3.35K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12+ 0.49% |
$996 - $1.19K
|
2.48K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12+ 0.05% |
$996 - $1.19K
|
24.8K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.49% |
$996 - $1.19K
|
2.46K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 0.6% |
$913 - $1.09K
|
1.85K
$164K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11+ 0.25% |
$913 - $1.09K
|
4.44K
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.13% |
$830 - $990
|
7.9K
$701K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$830 - $990
|
12K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 1.27% |
$830 - $990
|
800
$71K
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
9+ 0.18% |
$747 - $891
|
5.06K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
9+ 0.22% |
$747 - $891
|
4.16K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$747 - $891
|
3.94K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 1.13% |
$747 - $891
|
808
$71.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8+ 0.07% |
$664 - $792
|
12.2K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.01% |
$664 - $792
|
58.7K
$5.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 3.98% |
$664 - $792
|
209
$18.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.29% |
$664 - $792
|
2.73K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 1.2% |
$664 - $792
|
674
$59.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.23% |
$664 - $792
|
3.48K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8+ 0.21% |
$664 - $792
|
3.77K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.13% |
$664 - $792
|
6.28K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 1.25% |
$581 - $693
|
565
$50.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 1.94% |
$581 - $693
|
367
$32.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 0.56% |
$498 - $594
|
1.08K
$95.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
5+ 0.04% |
$415 - $495
|
12.7K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5+ 0.92% |
$415 - $495
|
549
$48.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 1.1% |
$415 - $495
|
458
$40.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 1.61% |
$415 - $495
|
315
$28K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.99% |
$332 - $396
|
408
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.41% |
$332 - $396
|
968
$85.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$249 - $297
|
16.3K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.7% |
$249 - $297
|
431
$38.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.54% |
$249 - $297
|
561
$49.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$249 - $297
|
4.4K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.34% |
$249 - $297
|
880
$78.1K
|