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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-782- 20.1% |
$61.5K - $67.2K
|
3.11K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-785- 5.07% |
$61.7K - $67.5K
|
14.7K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-786- 5.6% |
$61.8K - $67.6K
|
13.3K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-786- 41.15% |
$61.8K - $67.6K
|
1.12K
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-787- 9.1% |
$61.9K - $67.7K
|
7.86K
$745K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-793- 2.71% |
$62.3K - $68.2K
|
28.5K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-795- 5.02% |
$62.5K - $68.3K
|
15K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-796- 3.74% |
$62.6K - $68.4K
|
20.5K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-806- 3.11% |
$63.4K - $69.3K
|
25.1K
$2.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-814- 16.56% |
$64K - $70K
|
4.1K
$389K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-818- 9.05% |
$64.3K - $70.3K
|
8.22K
$780K
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-824- 7.41% |
$64.8K - $70.8K
|
10.3K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-842Closed |
$66.2K - $72.4K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-845- 2.63% |
$66.4K - $72.6K
|
31.2K
$2.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-851- 8.87% |
$66.9K - $73.2K
|
8.75K
$829K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-852- 69.72% |
$67K - $73.2K
|
370
$35.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-858- 11.1% |
$67.4K - $73.8K
|
6.87K
$652K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-858- 1.33% |
$67.4K - $73.8K
|
63.9K
$6.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-880- 20.53% |
$69.2K - $75.7K
|
3.41K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-891- 10.98% |
$70K - $76.6K
|
7.23K
$685K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-893- 4.62% |
$70.2K - $76.8K
|
18.4K
$1.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-894- 1.15% |
$70.3K - $76.9K
|
76.5K
$7.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-899- 26.21% |
$70.7K - $77.3K
|
2.53K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-904- 16.89% |
$71.1K - $77.7K
|
4.45K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-906- 23.27% |
$71.2K - $77.9K
|
2.99K
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-908- 9.31% |
$71.4K - $78.1K
|
8.85K
$839K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-909- 19.36% |
$71.5K - $78.1K
|
3.79K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-923- 5.65% |
$72.6K - $79.4K
|
15.4K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-949- 94.15% |
$74.6K - $81.6K
|
59
$5.59K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-953- 5.35% |
$74.9K - $81.9K
|
16.9K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-975- 18.41% |
$76.6K - $83.8K
|
4.32K
$410K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 8.83% |
$78.6K - $86K
|
10.3K
$979K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 3.62% |
$79K - $86.4K
|
26.8K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.01K- 1.17% |
$79.1K - $86.5K
|
85.2K
$8.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.01K- 0.13% |
$79.7K - $87.2K
|
784K
$74.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.01K- 34.74% |
$79.7K - $87.2K
|
1.91K
$181K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.02K- 7.25% |
$79.8K - $87.3K
|
13K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.02K- 4.4% |
$80.2K - $87.7K
|
22.2K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 2.15% |
$80.7K - $88.3K
|
46.8K
$4.44M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.03K- 9.11% |
$80.8K - $88.4K
|
10.3K
$972K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 3.86% |
$80.9K - $88.5K
|
25.6K
$2.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.03K- 9.0% |
$81.1K - $88.7K
|
10.4K
$990K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.04K- 19.54% |
$81.8K - $89.5K
|
4.29K
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.05K- 2.46% |
$82.6K - $90.4K
|
41.7K
$3.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.06K- 2.15% |
$83.1K - $90.9K
|
48K
$4.55M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.07K- 95.6% |
$83.7K - $91.6K
|
49
$4.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-1.07K- 28.47% |
$84K - $91.8K
|
2.68K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.08K- 15.7% |
$84.6K - $92.5K
|
5.78K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.08K- 25.63% |
$84.8K - $92.8K
|
3.13K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.11K- 3.24% |
$86.9K - $95.1K
|
33.1K
$3.14M
|