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 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-371- 14.95% |
$30.8K - $36.7K
|
2.11K
$189K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-377- 7.17% |
$31.3K - $37.3K
|
4.88K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-382- 6.83% |
$31.7K - $37.8K
|
5.21K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-384- 12.44% |
$31.9K - $38K
|
2.7K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-387- 13.07% |
$32.1K - $38.3K
|
2.57K
$230K
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-388- 0.35% |
$32.2K - $38.4K
|
110K
$9.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-390- 8.71% |
$32.4K - $38.6K
|
4.09K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-390- 1.29% |
$32.4K - $38.6K
|
29.8K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-390- 7.43% |
$32.4K - $38.6K
|
4.86K
$435K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 1.6% |
$32.5K - $38.8K
|
24.2K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-400- 7.01% |
$33.2K - $39.6K
|
5.31K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-406- 3.5% |
$33.7K - $40.2K
|
11.2K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-409- 92.95% |
$33.9K - $40.5K
|
31
$2.77K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-410- 4.63% |
$34K - $40.6K
|
8.44K
$754K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-410- 10.57% |
$34K - $40.6K
|
3.47K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-414- 3.14% |
$34.3K - $41K
|
12.8K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-416- 8.58% |
$34.5K - $41.2K
|
4.43K
$396K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-417- 4.32% |
$34.6K - $41.3K
|
9.24K
$826K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-420- 15.27% |
$34.8K - $41.6K
|
2.33K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-428- 5.78% |
$35.5K - $42.4K
|
6.98K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-435- 0.96% |
$36.1K - $43.1K
|
45.1K
$4.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-446- 81.09% |
$37K - $44.1K
|
104
$9.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-451- 2.68% |
$37.4K - $44.6K
|
16.4K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-456- 1.82% |
$37.8K - $45.1K
|
24.7K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-466- 6.06% |
$38.7K - $46.1K
|
7.22K
$645K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-470- 5.6% |
$39K - $46.5K
|
7.92K
$708K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-473- 11.45% |
$39.2K - $46.8K
|
3.66K
$327K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-475- 1.57% |
$39.4K - $47K
|
29.8K
$2.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-478- 17.82% |
$39.7K - $47.3K
|
2.21K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-481- 16.04% |
$39.9K - $47.6K
|
2.52K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-484- 0.95% |
$40.2K - $47.9K
|
50.6K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-485- 1.36% |
$40.2K - $48K
|
35.1K
$3.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-485- 4.48% |
$40.2K - $48K
|
10.3K
$925K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-485- 2.78% |
$40.2K - $48K
|
16.9K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-490- 5.41% |
$40.7K - $48.5K
|
8.57K
$766K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-494- 2.06% |
$41K - $48.9K
|
23.5K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-497- 10.54% |
$41.2K - $49.2K
|
4.22K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-499- 2.29% |
$41.4K - $49.4K
|
21.3K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-501- 0.68% |
$41.6K - $49.6K
|
73.5K
$6.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-502- 12.64% |
$41.7K - $49.7K
|
3.47K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-505- 4.15% |
$41.9K - $50K
|
11.7K
$1.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-510- 2.04% |
$42.3K - $50.5K
|
24.5K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-513- 0.77% |
$42.6K - $50.8K
|
66.4K
$5.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-514- 12.28% |
$42.6K - $50.9K
|
3.67K
$328K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-535- 6.15% |
$44.4K - $52.9K
|
8.17K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-535- 8.32% |
$44.4K - $52.9K
|
5.9K
$527K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-548- 9.22% |
$45.5K - $54.2K
|
5.4K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-549- 2.06% |
$45.6K - $54.3K
|
26.2K
$2.34M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-559- 6.8% |
$46.4K - $55.3K
|
7.67K
$685K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-562- 1.07% |
$46.6K - $55.6K
|
52.1K
$4.66M
|