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 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-249- 10.3% |
$20.7K - $24.6K
|
2.17K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-249- 1.75% |
$20.7K - $24.6K
|
13.9K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-257- 1.08% |
$21.3K - $25.4K
|
23.5K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-259- 0.87% |
$21.5K - $25.6K
|
29.6K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-259- 48.59% |
$21.5K - $25.6K
|
274
$24.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-260- 25.9% |
$21.6K - $25.7K
|
744
$66.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-262- 5.3% |
$21.7K - $25.9K
|
4.68K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-266- 6.51% |
$22.1K - $26.3K
|
3.82K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-266- 0.24% |
$22.1K - $26.3K
|
109K
$9.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-270- 1.1% |
$22.4K - $26.7K
|
24.3K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-270- 7.4% |
$22.4K - $26.7K
|
3.38K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-273- 1.48% |
$22.7K - $27K
|
18.2K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-273- 3.47% |
$22.7K - $27K
|
7.59K
$678K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-276- 3.0% |
$22.9K - $27.3K
|
8.94K
$799K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-279- 6.8% |
$23.1K - $27.6K
|
3.82K
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-280- 1.64% |
$23.2K - $27.7K
|
16.8K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-283- 3.01% |
$23.5K - $28K
|
9.13K
$816K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-284- 3.01% |
$23.6K - $28.1K
|
9.16K
$819K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-285- 1.57% |
$23.6K - $28.2K
|
17.8K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-285- 4.13% |
$23.6K - $28.2K
|
6.61K
$591K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-288- 2.49% |
$23.9K - $28.5K
|
11.3K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-289- 0.73% |
$24K - $28.6K
|
39.5K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-291- 9.29% |
$24.1K - $28.8K
|
2.84K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-294- 11.49% |
$24.4K - $29.1K
|
2.26K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-303- 4.88% |
$25.1K - $30K
|
5.91K
$528K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-304- 5.26% |
$25.2K - $30.1K
|
5.48K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-305- 4.55% |
$25.3K - $30.2K
|
6.4K
$572K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-308- 10.1% |
$25.6K - $30.5K
|
2.74K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-312- 6.1% |
$25.9K - $30.9K
|
4.8K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-312- 3.11% |
$25.9K - $30.9K
|
9.73K
$870K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-313- 3.65% |
$26K - $31K
|
8.27K
$740K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-313- 1.16% |
$26K - $31K
|
26.6K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-320- 9.59% |
$26.6K - $31.7K
|
3.02K
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-322- 9.7% |
$26.7K - $31.9K
|
3K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-322- 2.36% |
$26.7K - $31.9K
|
13.3K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-322- 1.25% |
$26.7K - $31.9K
|
25.5K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-324- 11.38% |
$26.9K - $32.1K
|
2.52K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-327- 0.42% |
$27.1K - $32.4K
|
76.6K
$6.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-327- 4.24% |
$27.1K - $32.4K
|
7.39K
$661K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-331- 48.75% |
$27.5K - $32.8K
|
348
$31.1K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-334- 3.74% |
$27.7K - $33.1K
|
8.6K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-346- 6.26% |
$28.7K - $34.2K
|
5.18K
$463K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-348Closed |
$28.9K - $34.4K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-355- 0.45% |
$29.5K - $35.1K
|
78.9K
$7.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-359- 15.96% |
$29.8K - $35.5K
|
1.89K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-360- 3.72% |
$29.9K - $35.6K
|
9.33K
$834K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-361- 1.25% |
$30K - $35.7K
|
28.5K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-362- 0.47% |
$30K - $35.8K
|
76.2K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-363- 5.08% |
$30.1K - $35.9K
|
6.79K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-367- 5.5% |
$30.4K - $36.3K
|
6.3K
$563K
|