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 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.12K- 6.33% |
$88K - $96.2K
|
16.5K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.13K- 56.44% |
$88.5K - $96.8K
|
869
$82.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.13K- 11.07% |
$88.6K - $96.9K
|
9.05K
$859K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1.13K- 73.63% |
$88.7K - $97K
|
404
$38.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.13K- 7.89% |
$88.8K - $97.1K
|
13.2K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.15K- 11.96% |
$90.2K - $98.6K
|
8.44K
$801K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.15K- 14.37% |
$90.5K - $99K
|
6.86K
$650K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.17K- 6.37% |
$91.6K - $100K
|
17.1K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 0.96% |
$91.9K - $100K
|
121K
$11.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.17K- 19.3% |
$92.3K - $101K
|
4.91K
$466K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.18K- 6.66% |
$92.4K - $101K
|
16.5K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.18K- 9.3% |
$92.6K - $101K
|
11.5K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.21K- 2.06% |
$95.4K - $104K
|
57.7K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.22K- 73.23% |
$96.1K - $105K
|
447
$42.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.24K- 4.97% |
$97.2K - $106K
|
23.7K
$2.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.25K- 30.37% |
$98.3K - $108K
|
2.87K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.25K- 10.36% |
$98.4K - $108K
|
10.8K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.26K- 1.5% |
$98.8K - $108K
|
82.7K
$7.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.27K- 12.76% |
$100K - $109K
|
8.7K
$825K
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.28K- 30.83% |
$101K - $110K
|
2.87K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.3K- 16.24% |
$102K - $112K
|
6.71K
$636K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.3K- 28.6% |
$102K - $112K
|
3.25K
$308K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.32K- 4.88% |
$104K - $113K
|
25.7K
$2.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.32K- 2.87% |
$104K - $113K
|
44.7K
$4.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.33K- 6.04% |
$105K - $115K
|
20.7K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-1.34K- 1.64% |
$105K - $115K
|
80.3K
$7.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.35K- 19.59% |
$106K - $116K
|
5.55K
$526K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.37K- 7.53% |
$107K - $118K
|
16.8K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.38K- 5.32% |
$108K - $118K
|
24.5K
$2.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.39K- 63.91% |
$109K - $119K
|
785
$74.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.4K- 9.48% |
$110K - $120K
|
13.4K
$1.27M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.43K- 32.73% |
$113K - $123K
|
2.94K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.44K- 2.92% |
$113K - $124K
|
47.7K
$4.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.45K- 2.22% |
$114K - $125K
|
64K
$6.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.45K- 11.64% |
$114K - $125K
|
11K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.46K- 78.84% |
$115K - $126K
|
393
$37.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.47K- 6.18% |
$116K - $126K
|
22.3K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.47K- 3.35% |
$116K - $127K
|
42.5K
$4.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.49K- 24.71% |
$117K - $128K
|
4.53K
$429K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.5K- 15.41% |
$118K - $129K
|
8.22K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 6.91% |
$118K - $129K
|
20.2K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.52K- 4.57% |
$120K - $131K
|
31.8K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.53K- 2.89% |
$120K - $131K
|
51.3K
$4.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 1.45% |
$121K - $132K
|
105K
$9.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.56K- 4.1% |
$123K - $134K
|
36.6K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.57K- 2.97% |
$123K - $135K
|
51.4K
$4.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.58K- 2.38% |
$124K - $136K
|
64.9K
$6.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.61K- 10.51% |
$127K - $138K
|
13.7K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.62K- 10.52% |
$127K - $139K
|
13.7K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.64K- 81.97% |
$129K - $141K
|
360
$34.1K
|