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 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$249 - $297
|
10.5K
$945K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3+ 0.16% |
$249 - $297
|
1.85K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3+ 20.0% |
$249 - $297
|
18
$1.61K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.28% |
$166 - $198
|
726
$65.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
2+ 0.07% |
$166 - $198
|
2.84K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.04% |
$166 - $198
|
4.95K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.01% |
$166 - $198
|
20.5K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.11% |
$166 - $198
|
1.9K
$171K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.39% |
$166 - $198
|
512
$45.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2New |
$166 - $198
|
2
$179
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 1.71% |
$166 - $198
|
119
$10.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$83 - $99
|
17.3K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.08% |
$83 - $99
|
1.28K
$115K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.18% |
$83 - $99
|
555
$49.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.39% |
$83 - $99
|
258
$23.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.86% |
$83 - $99
|
36
$3.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.95% |
$83 - $99
|
106
$9.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$83 - $99
|
504
$45.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.34% |
$83 - $99
|
294
$26.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.24% |
$83 - $99
|
414
$37.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.83% |
$83 - $99
|
122
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.15% |
$83 - $99
|
668
$59.9K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.03% |
$83 - $99
|
3.64K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-3- 0.12% |
$249 - $297
|
2.58K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-4- 0.05% |
$332 - $396
|
7.82K
$701K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-4- 0.11% |
$332 - $396
|
3.67K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5- 0.17% |
$415 - $495
|
2.92K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5- 0.04% |
$415 - $495
|
12.5K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$415 - $495
|
2.64K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-5- 1.48% |
$415 - $495
|
333
$29.9K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 3.85% |
$498 - $594
|
150
$13.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-6- 0.28% |
$498 - $594
|
2.16K
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-7- 0.26% |
$581 - $693
|
2.68K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-7- 0.2% |
$581 - $693
|
3.52K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-9- 0.07% |
$747 - $891
|
12.8K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9- 0.01% |
$747 - $891
|
63.9K
$5.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.3% |
$913 - $1.09K
|
3.61K
$323K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-12- 0.52% |
$996 - $1.19K
|
2.31K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 0.92% |
$996 - $1.19K
|
1.3K
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-15- 0.39% |
$1.24K - $1.48K
|
3.83K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.1% |
$1.24K - $1.48K
|
15.5K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-17- 0.63% |
$1.41K - $1.68K
|
2.67K
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.04% |
$1.41K - $1.68K
|
39.9K
$3.58M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-20- 0.97% |
$1.66K - $1.98K
|
2.05K
$184K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 0.34% |
$1.99K - $2.38K
|
7.1K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-25- 0.33% |
$2.07K - $2.47K
|
7.61K
$682K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-26- 0.97% |
$2.16K - $2.57K
|
2.65K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-27- 0.59% |
$2.24K - $2.67K
|
4.55K
$408K
|