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
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.64K- 81.97% |
$129K - $141K
|
360
$34.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.65K- 13.55% |
$130K - $142K
|
10.5K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.67K- 28.66% |
$131K - $143K
|
4.16K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.67K- 6.72% |
$131K - $144K
|
23.2K
$2.23M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.69K- 7.04% |
$133K - $145K
|
22.3K
$2.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.7K- 41.16% |
$134K - $146K
|
2.43K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.74K- 39.27% |
$136K - $149K
|
2.68K
$258K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.75K- 48.34% |
$137K - $150K
|
1.87K
$180K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.78K- 6.27% |
$140K - $153K
|
26.6K
$2.56M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.82K- 9.46% |
$143K - $156K
|
17.4K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.83K- 3.85% |
$143K - $157K
|
45.6K
$4.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.83K- 2.49% |
$143K - $157K
|
71.4K
$6.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.84K- 12.0% |
$144K - $158K
|
13.5K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.84K- 7.92% |
$144K - $158K
|
21.4K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.84K- 0.64% |
$145K - $158K
|
284K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.85K- 90.35% |
$146K - $159K
|
198
$19.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.88K- 13.37% |
$148K - $162K
|
12.2K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.88K- 83.88% |
$148K - $162K
|
361
$34.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.88K- 2.33% |
$148K - $162K
|
78.8K
$7.59M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.94K- 9.65% |
$152K - $166K
|
18.1K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.99K- 30.52% |
$156K - $171K
|
4.52K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.99K- 3.28% |
$157K - $171K
|
58.8K
$5.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2K- 10.19% |
$157K - $172K
|
17.6K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2K- 2.63% |
$158K - $172K
|
74.2K
$7.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-2.01K- 14.17% |
$158K - $173K
|
12.2K
$1.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.03K- 14.61% |
$159K - $174K
|
11.8K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.03K- 12.16% |
$159K - $174K
|
14.6K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.03K- 2.7% |
$159K - $174K
|
73.1K
$7.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.03K- 19.72% |
$160K - $175K
|
8.27K
$796K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.04K- 45.96% |
$160K - $175K
|
2.4K
$231K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.08K- 17.33% |
$163K - $178K
|
9.9K
$953K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.1K- 18.28% |
$165K - $180K
|
9.37K
$901K
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-2.17K- 0.89% |
$170K - $186K
|
240K
$23.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.23K- 3.63% |
$175K - $191K
|
59.1K
$5.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.27K- 7.41% |
$178K - $195K
|
28.4K
$2.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.28K- 2.84% |
$179K - $196K
|
77.9K
$7.5M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.28K- 26.04% |
$179K - $196K
|
6.48K
$623K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.28K- 4.7% |
$179K - $196K
|
46.3K
$4.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 17.9% |
$180K - $197K
|
10.5K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 1.46% |
$180K - $197K
|
155K
$14.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-2.32K- 11.15% |
$182K - $199K
|
18.5K
$1.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.38K- 10.37% |
$187K - $204K
|
20.5K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 81.23% |
$187K - $205K
|
550
$52.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.41K- 39.63% |
$189K - $207K
|
3.67K
$353K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.42K- 2.63% |
$190K - $208K
|
89.6K
$8.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.46K- 5.66% |
$194K - $212K
|
41.1K
$3.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.49K- 10.82% |
$196K - $214K
|
20.5K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.5KClosed |
$197K - $215K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.56K- 10.67% |
$201K - $220K
|
21.5K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.57K- 21.62% |
$202K - $221K
|
9.33K
$898K
|