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 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-230- 1.53% |
$18.1K - $19.8K
|
14.8K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-231- 3.13% |
$18.2K - $19.9K
|
7.15K
$688K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-235- 1.25% |
$18.5K - $20.2K
|
18.6K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-240- 8.5% |
$18.9K - $20.6K
|
2.58K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-240- 5.38% |
$18.9K - $20.6K
|
4.22K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-244- 6.07% |
$19.2K - $21K
|
3.78K
$364K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-245- 3.44% |
$19.3K - $21.1K
|
6.88K
$662K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-246- 3.12% |
$19.3K - $21.1K
|
7.64K
$735K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-246- 7.96% |
$19.3K - $21.1K
|
2.85K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-246- 7.0% |
$19.3K - $21.1K
|
3.27K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-247- 0.52% |
$19.4K - $21.2K
|
46.9K
$4.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-249- 22.02% |
$19.6K - $21.4K
|
882
$84.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-250- 9.22% |
$19.7K - $21.5K
|
2.46K
$237K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-252- 4.13% |
$19.8K - $21.7K
|
5.85K
$563K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-252- 0.83% |
$19.8K - $21.7K
|
30.2K
$2.9M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-253- 2.38% |
$19.9K - $21.8K
|
10.4K
$997K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-253- 4.74% |
$19.9K - $21.8K
|
5.08K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-257- 4.0% |
$20.2K - $22.1K
|
6.17K
$593K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-263- 0.69% |
$20.7K - $22.6K
|
38.1K
$3.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-265- 6.26% |
$20.8K - $22.8K
|
3.97K
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-269- 12.71% |
$21.1K - $23.1K
|
1.85K
$178K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-270- 1.02% |
$21.2K - $23.2K
|
26.1K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-271- 4.56% |
$21.3K - $23.3K
|
5.67K
$545K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-272- 0.7% |
$21.4K - $23.4K
|
38.6K
$3.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-273- 5.43% |
$21.5K - $23.5K
|
4.76K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-275- 1.41% |
$21.6K - $23.6K
|
19.3K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-277- 2.81% |
$21.8K - $23.8K
|
9.57K
$921K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-278- 3.76% |
$21.9K - $23.9K
|
7.12K
$685K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-281- 0.55% |
$22.1K - $24.2K
|
51K
$4.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-292- 2.86% |
$23K - $25.1K
|
9.93K
$956K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-295- 59.48% |
$23.2K - $25.4K
|
201
$19.3K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-298- 1.1% |
$23.4K - $25.6K
|
26.7K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-300- 6.15% |
$23.6K - $25.8K
|
4.58K
$440K
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-301- 0.88% |
$23.7K - $25.9K
|
34K
$3.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-303- 1.34% |
$23.8K - $26K
|
22.4K
$2.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-307- 0.62% |
$24.1K - $26.4K
|
49.1K
$4.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-307- 4.24% |
$24.1K - $26.4K
|
6.94K
$667K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-310- 11.47% |
$24.4K - $26.7K
|
2.39K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-313- 42.41% |
$24.6K - $26.9K
|
425
$40.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-313- 8.13% |
$24.6K - $26.9K
|
3.54K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-316- 3.25% |
$24.8K - $27.2K
|
9.41K
$906K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-320- 28.6% |
$25.2K - $27.5K
|
799
$76.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-321- 8.71% |
$25.2K - $27.6K
|
3.36K
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-326- 1.08% |
$25.6K - $28K
|
29.9K
$2.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-335- 1.34% |
$26.3K - $28.8K
|
24.7K
$2.38M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-342- 0.32% |
$26.9K - $29.4K
|
105K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-346- 2.73% |
$27.2K - $29.7K
|
12.3K
$1.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-352- 4.56% |
$27.7K - $30.3K
|
7.36K
$708K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-352- 10.51% |
$27.7K - $30.3K
|
3K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-362- 5.42% |
$28.5K - $31.1K
|
6.31K
$607K
|