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 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-313- 42.41% |
$24.6K - $26.9K
|
425
$39K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-313- 8.13% |
$24.6K - $26.9K
|
3.54K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-316- 3.25% |
$24.8K - $27.2K
|
9.41K
$864K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-320- 28.6% |
$25.2K - $27.5K
|
799
$73.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-321- 8.71% |
$25.2K - $27.6K
|
3.36K
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-326- 1.08% |
$25.6K - $28K
|
29.9K
$2.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-335- 1.34% |
$26.3K - $28.8K
|
24.7K
$2.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-342- 0.32% |
$26.9K - $29.4K
|
105K
$9.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-346- 2.73% |
$27.2K - $29.7K
|
12.3K
$1.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-352- 4.56% |
$27.7K - $30.3K
|
7.36K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-352- 10.51% |
$27.7K - $30.3K
|
3K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-362- 5.42% |
$28.5K - $31.1K
|
6.31K
$580K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-367- 57.43% |
$28.8K - $31.6K
|
272
$25K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-374- 9.3% |
$29.4K - $32.2K
|
3.65K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-374- 4.82% |
$29.4K - $32.2K
|
7.38K
$678K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-376- 7.19% |
$29.6K - $32.3K
|
4.85K
$446K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-380- 3.67% |
$29.9K - $32.7K
|
9.96K
$915K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-386- 12.19% |
$30.3K - $33.2K
|
2.78K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-387- 2.59% |
$30.4K - $33.3K
|
14.6K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-390- 3.32% |
$30.7K - $33.5K
|
11.4K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-392- 2.42% |
$30.8K - $33.7K
|
15.8K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-394- 31.39% |
$31K - $33.9K
|
861
$79.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-400- 13.16% |
$31.4K - $34.4K
|
2.64K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-402- 6.05% |
$31.6K - $34.6K
|
6.25K
$574K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-403- 89.36% |
$31.7K - $34.6K
|
48
$4.41K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-406- 0.49% |
$31.9K - $34.9K
|
82K
$7.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-408- 4.05% |
$32.1K - $35.1K
|
9.66K
$887K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-410- 5.78% |
$32.2K - $35.2K
|
6.69K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-413- 12.04% |
$32.5K - $35.5K
|
3.02K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-414- 2.41% |
$32.5K - $35.6K
|
16.8K
$1.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-415- 27.21% |
$32.6K - $35.7K
|
1.11K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-421- 7.75% |
$33.1K - $36.2K
|
5.01K
$460K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-428- 10.15% |
$33.6K - $36.8K
|
3.79K
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 3.16% |
$33.9K - $37.1K
|
13.2K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-436- 1.97% |
$34.3K - $37.5K
|
21.7K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-440- 6.34% |
$34.6K - $37.8K
|
6.51K
$598K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-442- 1.75% |
$34.7K - $38K
|
24.8K
$2.28M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-444- 74.5% |
$34.9K - $38.2K
|
152
$14K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-446- 32.11% |
$35.1K - $38.3K
|
943
$86.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-448- 7.27% |
$35.2K - $38.5K
|
5.71K
$525K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-451- 8.93% |
$35.5K - $38.8K
|
4.6K
$423K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-455- 40.7% |
$35.8K - $39.1K
|
663
$60.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-466- 6.37% |
$36.6K - $40.1K
|
6.85K
$629K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-469- 6.76% |
$36.9K - $40.3K
|
6.47K
$594K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-469- 43.87% |
$36.9K - $40.3K
|
600
$55.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-478- 0.96% |
$37.6K - $41.1K
|
49.2K
$4.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-481- 12.91% |
$37.8K - $41.4K
|
3.25K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-495- 1.61% |
$38.9K - $42.6K
|
30.3K
$2.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-498- 53.78% |
$39.1K - $42.8K
|
428
$39.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 2.72% |
$39.3K - $43K
|
17.9K
$1.64M
|