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 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.24K- 55.4% |
$269K - $321K
|
2.61K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.41K- 5.77% |
$283K - $338K
|
55.7K
$4.98M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-3.43K- 30.92% |
$285K - $339K
|
7.66K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.46K- 34.2% |
$287K - $343K
|
6.66K
$596K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.51K- 4.74% |
$291K - $347K
|
70.5K
$6.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.56K- 6.46% |
$295K - $352K
|
51.5K
$4.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.58K- 1.3% |
$297K - $355K
|
272K
$24.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.66K- 2.12% |
$304K - $362K
|
169K
$15.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-3.67K- 3.04% |
$305K - $364K
|
117K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.7K- 10.24% |
$307K - $367K
|
32.5K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.77K- 13.17% |
$313K - $373K
|
24.8K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.78K- 18.65% |
$313K - $374K
|
16.5K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.89K- 15.71% |
$322K - $384K
|
20.8K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.92K- 55.61% |
$325K - $388K
|
3.13K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.94K- 33.6% |
$327K - $390K
|
7.79K
$696K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-3.95K- 4.63% |
$328K - $391K
|
81.5K
$7.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.96K- 15.39% |
$328K - $392K
|
21.7K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.97K- 19.12% |
$329K - $393K
|
16.8K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.06K- 12.77% |
$336K - $401K
|
27.7K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-4.17K- 3.79% |
$346K - $413K
|
106K
$9.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-4.24K- 1.45% |
$352K - $420K
|
289K
$25.9M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.27K- 1.2% |
$354K - $423K
|
352K
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-4.32K- 2.63% |
$358K - $428K
|
160K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.37K- 3.59% |
$363K - $432K
|
117K
$10.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-4.4K- 7.5% |
$365K - $436K
|
54.2K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.46K- 18.54% |
$370K - $441K
|
19.6K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-4.62K- 3.66% |
$383K - $457K
|
122K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-4.65K- 9.06% |
$386K - $461K
|
46.7K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.69K- 91.01% |
$389K - $464K
|
463
$41.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.72K- 9.28% |
$392K - $467K
|
46.2K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.73K- 14.72% |
$393K - $468K
|
27.4K
$2.45M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.78K- 7.71% |
$397K - $473K
|
57.2K
$5.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.81K- 9.29% |
$399K - $476K
|
47K
$4.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.95K- 91.42% |
$411K - $490K
|
465
$41.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.01K- 11.71% |
$416K - $496K
|
37.7K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.07K- 27.27% |
$420K - $501K
|
13.5K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.15K- 2.83% |
$427K - $509K
|
176K
$15.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-5.3K- 6.85% |
$440K - $524K
|
72.1K
$6.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-5.33K- 6.7% |
$442K - $527K
|
74.2K
$6.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-5.38K- 7.58% |
$446K - $532K
|
65.6K
$5.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.48K- 7.5% |
$455K - $542K
|
67.6K
$6.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.63K- 5.63% |
$467K - $557K
|
94.4K
$8.44M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.69K- 20.08% |
$472K - $563K
|
22.7K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.81K- 6.11% |
$482K - $575K
|
89.3K
$7.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.05K- 8.46% |
$502K - $599K
|
65.5K
$5.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.07K- 1.5% |
$504K - $601K
|
398K
$35.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.16K- 3.34% |
$511K - $609K
|
178K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.34K- 50.74% |
$526K - $628K
|
6.16K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6.46K- 48.48% |
$536K - $639K
|
6.86K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.66K- 9.9% |
$552K - $659K
|
60.6K
$5.42M
|