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 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.16K- 3.41% |
$96.2K - $115K
|
32.9K
$2.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.17K- 10.05% |
$97K - $116K
|
10.5K
$936K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.17K- 1.52% |
$97.1K - $116K
|
75.7K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.18K- 1.69% |
$98.1K - $117K
|
68.7K
$6.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.2K- 1.81% |
$99.3K - $118K
|
64.8K
$5.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.2K- 12.51% |
$99.3K - $118K
|
8.37K
$749K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.2K- 3.26% |
$99.9K - $119K
|
35.7K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.21K- 5.66% |
$100K - $120K
|
20.2K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.21K- 6.28% |
$101K - $120K
|
18.1K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.25K- 37.16% |
$104K - $124K
|
2.11K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 6.53% |
$104K - $124K
|
17.9K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.28K- 0.21% |
$106K - $126K
|
601K
$53.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.28K- 2.8% |
$106K - $126K
|
44.3K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.29K- 0.76% |
$107K - $128K
|
169K
$15.1M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.32K- 4.39% |
$109K - $131K
|
28.7K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.33K- 23.91% |
$110K - $131K
|
4.22K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.35K- 1.82% |
$112K - $134K
|
73K
$6.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.39K- 0.65% |
$115K - $137K
|
212K
$19M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.4K- 15.02% |
$116K - $139K
|
7.93K
$709K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.4K- 7.51% |
$116K - $139K
|
17.3K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.41K- 0.68% |
$117K - $139K
|
204K
$18.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.42K- 11.65% |
$118K - $140K
|
10.8K
$962K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.44K- 8.79% |
$119K - $142K
|
14.9K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.44K- 31.45% |
$119K - $143K
|
3.14K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.44K- 1.98% |
$120K - $143K
|
71.5K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.48K- 77.53% |
$123K - $146K
|
428
$38.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.48K- 6.72% |
$123K - $146K
|
20.5K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.49K- 9.75% |
$123K - $147K
|
13.7K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.49K- 30.46% |
$124K - $148K
|
3.41K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.52K- 17.32% |
$126K - $150K
|
7.23K
$647K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.56K- 21.14% |
$129K - $154K
|
5.8K
$519K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 18.78% |
$131K - $156K
|
6.82K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.58K- 6.37% |
$131K - $156K
|
23.2K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.58K- 3.23% |
$131K - $157K
|
47.5K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.6K- 4.98% |
$133K - $158K
|
30.5K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 15.32% |
$134K - $160K
|
8.95K
$800K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.63K- 29.69% |
$136K - $162K
|
3.87K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.67K- 7.74% |
$138K - $165K
|
19.9K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.69K- 1.4% |
$140K - $167K
|
119K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 12.84% |
$142K - $169K
|
11.6K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.72K- 5.34% |
$143K - $170K
|
30.5K
$2.73M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.75K- 5.51% |
$145K - $173K
|
30K
$2.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.76K- 8.18% |
$146K - $174K
|
19.7K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.76K- 26.22% |
$146K - $174K
|
4.95K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.76K- 20.89% |
$146K - $175K
|
6.68K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.78K- 5.42% |
$147K - $176K
|
31K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 6.72% |
$149K - $178K
|
25K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.82K- 9.0% |
$151K - $181K
|
18.4K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.84K- 3.77% |
$152K - $182K
|
46.9K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.88K- 27.87% |
$156K - $186K
|
4.85K
$434K
|