Purchases and Sales Made in Q2 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-117- 0.82% |
$9.2K - $10.1K
|
14.1K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-120- 4.32% |
$9.43K - $10.3K
|
2.66K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-122- 0.51% |
$9.59K - $10.5K
|
24K
$2.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 4.62% |
$9.59K - $10.5K
|
2.52K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-122- 32.88% |
$9.59K - $10.5K
|
249
$23.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-123- 0.66% |
$9.67K - $10.6K
|
18.6K
$1.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-125- 23.81% |
$9.83K - $10.7K
|
400
$37.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-131- 0.68% |
$10.3K - $11.3K
|
19.2K
$1.82M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-132- 5.08% |
$10.4K - $11.3K
|
2.47K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-133Closed |
$10.5K - $11.4K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-145- 2.18% |
$11.4K - $12.5K
|
6.49K
$616K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-145- 0.56% |
$11.4K - $12.5K
|
25.8K
$2.45M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-148- 22.73% |
$11.6K - $12.7K
|
503
$47.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-150- 12.13% |
$11.8K - $12.9K
|
1.09K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.28% |
$11.8K - $12.9K
|
6.43K
$610K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-151- 69.59% |
$11.9K - $13K
|
66
$6.26K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-154- 1.51% |
$12.1K - $13.2K
|
10K
$952K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-157- 2.97% |
$12.3K - $13.5K
|
5.13K
$487K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-158- 0.39% |
$12.4K - $13.6K
|
40.2K
$3.81M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-159- 1.27% |
$12.5K - $13.7K
|
12.3K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-166- 3.52% |
$13K - $14.3K
|
4.55K
$432K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-168- 6.52% |
$13.2K - $14.4K
|
2.41K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-168- 8.07% |
$13.2K - $14.4K
|
1.92K
$182K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-172- 3.61% |
$13.5K - $14.8K
|
4.59K
$435K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-180- 12.34% |
$14.1K - $15.5K
|
1.28K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-180- 1.17% |
$14.1K - $15.5K
|
15.2K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-182- 2.12% |
$14.3K - $15.6K
|
8.41K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-183- 6.87% |
$14.4K - $15.7K
|
2.48K
$235K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-185- 3.31% |
$14.5K - $15.9K
|
5.4K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-188- 4.66% |
$14.8K - $16.2K
|
3.85K
$365K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-191- 2.02% |
$15K - $16.4K
|
9.27K
$879K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-196- 6.9% |
$15.4K - $16.9K
|
2.64K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-198- 4.7% |
$15.6K - $17K
|
4.01K
$380K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-199- 5.17% |
$15.6K - $17.1K
|
3.65K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-200- 4.84% |
$15.7K - $17.2K
|
3.93K
$373K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-200- 5.73% |
$15.7K - $17.2K
|
3.29K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 23.53% |
$15.7K - $17.2K
|
650
$61.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-200- 21.48% |
$15.7K - $17.2K
|
731
$69.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-203- 7.75% |
$16K - $17.5K
|
2.42K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-206- 3.21% |
$16.2K - $17.7K
|
6.21K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-206- 22.51% |
$16.2K - $17.7K
|
709
$67.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-214- 8.98% |
$16.8K - $18.4K
|
2.17K
$206K
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-215- 1.08% |
$16.9K - $18.5K
|
19.7K
$1.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-219- 5.45% |
$17.2K - $18.8K
|
3.8K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-220- 1.76% |
$17.3K - $18.9K
|
12.2K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-221- 17.07% |
$17.4K - $19K
|
1.07K
$102K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-222- 3.61% |
$17.5K - $19.1K
|
5.92K
$562K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-224- 7.11% |
$17.6K - $19.3K
|
2.93K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-225- 8.1% |
$17.7K - $19.3K
|
2.55K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-228- 2.65% |
$17.9K - $19.6K
|
8.38K
$794K
|