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 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
16.4K+ 11.54% |
$1.36M - $1.62M
|
158K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.2K+ 97.27% |
$1.34M - $1.6M
|
32.8K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 72.9% |
$1.33M - $1.59M
|
38.1K
$3.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
15KNew |
$1.24M - $1.48M
|
15K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.9K+ 30.94% |
$1.23M - $1.47M
|
62.9K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.4K+ 9.92% |
$1.11M - $1.33M
|
148K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.1KNew |
$1.08M - $1.29M
|
13.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.05M - $1.25M
|
12.6K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
12.5KNew |
$1.04M - $1.24M
|
12.5K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 16.95% |
$1.03M - $1.23M
|
86K
$7.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 26.16% |
$1.03M - $1.23M
|
60K
$5.36M
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
12.4K+ 6216.0% |
$1.03M - $1.23M
|
12.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
12.2KNew |
$1.02M - $1.21M
|
12.2K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$1M - $1.19M
|
12.1K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 53.3% |
$974K - $1.16M
|
33.8K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.6KNew |
$964K - $1.15M
|
11.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.6K+ 178.88% |
$964K - $1.15M
|
18.1K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.5K+ 6.17% |
$952K - $1.14M
|
197K
$17.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
11.4K+ 110.63% |
$945K - $1.13M
|
21.7K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.4KNew |
$944K - $1.13M
|
11.4K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.3K+ 1.23% |
$934K - $1.11M
|
927K
$82.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.8K+ 6.0% |
$897K - $1.07M
|
191K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.6K+ 14.14% |
$883K - $1.05M
|
85.9K
$7.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6K+ 0.93% |
$881K - $1.05M
|
1.16M
$103M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
10.5K+ 15.86% |
$869K - $1.04M
|
76.5K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
10.4K+ 1.8% |
$866K - $1.03M
|
591K
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 13.86% |
$863K - $1.03M
|
85.4K
$7.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 1.6% |
$861K - $1.03M
|
658K
$58.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$857K - $1.02M
|
10.3K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.1K+ 126.24% |
$837K - $998K
|
18.1K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10K+ 20.15% |
$833K - $994K
|
59.9K
$5.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
9.93K+ 67.28% |
$823K - $982K
|
24.7K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
BUY
|
- |
9.89K+ 6.54% |
$820K - $978K
|
161K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.76KNew |
$810K - $966K
|
9.76K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.46K+ 3.82% |
$785K - $936K
|
257K
$23M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.4K+ 5.26% |
$780K - $930K
|
188K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
9.2K+ 11.52% |
$763K - $911K
|
89.1K
$7.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.9K+ 3.2% |
$739K - $881K
|
287K
$25.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
8.76K+ 21.89% |
$727K - $867K
|
48.8K
$4.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.74K+ 39.32% |
$725K - $865K
|
31K
$2.77M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.68K+ 3.48% |
$720K - $859K
|
258K
$23.1M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
8.67K+ 22.42% |
$719K - $858K
|
47.3K
$4.23M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.44K+ 3.99% |
$701K - $836K
|
220K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.22K+ 8.65% |
$682K - $813K
|
103K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.08K+ 0.82% |
$670K - $799K
|
987K
$88.3M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.94K+ 1.52% |
$659K - $786K
|
529K
$47.3M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.83K+ 32.24% |
$650K - $775K
|
32.1K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.76K+ 7.49% |
$644K - $768K
|
111K
$9.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.74K+ 23.4% |
$642K - $766K
|
40.8K
$3.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.71K+ 33.72% |
$640K - $763K
|
30.6K
$2.73M
|