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 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.61K- 30.47% |
$205K - $224K
|
5.94K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.61K- 27.63% |
$205K - $224K
|
6.83K
$647K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.66K- 14.99% |
$209K - $229K
|
15.1K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 21.72% |
$213K - $233K
|
9.75K
$924K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.72K- 52.88% |
$214K - $234K
|
2.43K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.73K- 31.8% |
$214K - $235K
|
5.85K
$555K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.74K- 4.46% |
$215K - $235K
|
58.6K
$5.56M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.76K- 8.41% |
$217K - $237K
|
30.1K
$2.85M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.79K- 10.03% |
$219K - $240K
|
25K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.79K- 22.84% |
$220K - $240K
|
9.44K
$895K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.8K- 5.69% |
$220K - $241K
|
46.4K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.94K- 22.18% |
$231K - $253K
|
10.3K
$979K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.98K- 5.75% |
$234K - $256K
|
48.8K
$4.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.98K- 12.81% |
$234K - $256K
|
20.3K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3K- 27.06% |
$236K - $258K
|
8.08K
$766K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.01K- 35.29% |
$237K - $259K
|
5.52K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.02K- 26.44% |
$237K - $260K
|
8.4K
$796K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.09K- 7.06% |
$243K - $266K
|
40.7K
$3.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.13K- 2.84% |
$246K - $269K
|
107K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.22K- 19.56% |
$253K - $277K
|
13.2K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.39K- 8.27% |
$267K - $292K
|
37.6K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.4K- 14.26% |
$267K - $292K
|
20.4K
$1.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.41K- 96.68% |
$268K - $293K
|
117
$11.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.45K- 5.54% |
$271K - $297K
|
58.8K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-3.6K- 6.64% |
$283K - $309K
|
50.6K
$4.8M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-3.63K- 47.42% |
$285K - $312K
|
4.02K
$381K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.68K- 1.96% |
$289K - $316K
|
184K
$17.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.71K- 4.8% |
$291K - $319K
|
73.5K
$6.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 4.14% |
$293K - $320K
|
86.2K
$8.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.72K- 13.06% |
$293K - $320K
|
24.8K
$2.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.78K- 22.62% |
$297K - $325K
|
12.9K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-3.79K- 13.66% |
$298K - $326K
|
24K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.81K- 16.53% |
$299K - $327K
|
19.2K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.83K- 24.47% |
$301K - $329K
|
11.8K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.87K- 19.65% |
$304K - $333K
|
15.8K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.95K- 7.14% |
$311K - $340K
|
51.4K
$4.87M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.98K- 9.74% |
$313K - $342K
|
36.9K
$3.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.17K- 2.24% |
$327K - $358K
|
182K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.2K- 11.66% |
$330K - $361K
|
31.8K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.27K- 5.15% |
$335K - $367K
|
78.5K
$7.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.29K- 9.12% |
$337K - $369K
|
42.8K
$4.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.34K- 20.94% |
$341K - $373K
|
16.4K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.37K- 1.89% |
$344K - $376K
|
227K
$21.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-4.4K- 5.84% |
$346K - $378K
|
71K
$6.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-4.55K- 99.85% |
$357K - $391K
|
7
$664
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.56K- 5.58% |
$359K - $392K
|
77.2K
$7.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.64K- 18.59% |
$364K - $399K
|
20.3K
$1.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-4.64K- 34.82% |
$365K - $399K
|
8.68K
$823K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.66K- 40.95% |
$366K - $400K
|
6.71K
$637K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-4.71K- 3.05% |
$370K - $405K
|
150K
$14.2M
|