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
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-10.1K- 8.46% |
$791K - $866K
|
109K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10.1K- 21.19% |
$798K - $872K
|
37.7K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-10.2K- 9.71% |
$803K - $878K
|
95K
$9M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-10.3K- 21.38% |
$807K - $882K
|
37.7K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-10.4K- 58.35% |
$816K - $892K
|
7.41K
$703K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-10.9K- 68.44% |
$854K - $934K
|
5.01K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11K- 13.37% |
$868K - $949K
|
71.5K
$6.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-11.2K- 14.69% |
$877K - $959K
|
64.7K
$6.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-12K- 35.3% |
$943K - $1.03M
|
22K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12.2K- 2.29% |
$959K - $1.05M
|
521K
$49.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.4K- 26.03% |
$975K - $1.07M
|
35.2K
$3.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12.5K- 65.81% |
$982K - $1.07M
|
6.49K
$615K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.6K- 32.27% |
$990K - $1.08M
|
26.4K
$2.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.1K- 28.39% |
$1.03M - $1.12M
|
32.9K
$3.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-13.1K- 96.5% |
$1.03M - $1.13M
|
475
$45K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.5K- 19.75% |
$1.06M - $1.16M
|
55K
$5.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.4K- 9.4% |
$1.13M - $1.24M
|
139K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-14.6K- 13.09% |
$1.15M - $1.26M
|
96.9K
$9.19M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.7K- 6.67% |
$1.16M - $1.26M
|
206K
$19.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-15K- 44.86% |
$1.18M - $1.29M
|
18.4K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-15.1K- 30.74% |
$1.19M - $1.3M
|
34K
$3.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.1K- 5.21% |
$1.19M - $1.3M
|
276K
$26.2M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-15.4K- 11.03% |
$1.21M - $1.33M
|
125K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-15.6K- 44.72% |
$1.23M - $1.34M
|
19.3K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-15.7K- 43.79% |
$1.23M - $1.35M
|
20.1K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-17.2K- 80.27% |
$1.36M - $1.48M
|
4.24K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-17.4K- 8.55% |
$1.37M - $1.49M
|
186K
$17.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17.8K- 35.58% |
$1.4M - $1.53M
|
32.2K
$3.05M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.2K- 4.01% |
$1.43M - $1.56M
|
435K
$41.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-18.2K- 99.81% |
$1.43M - $1.56M
|
35
$3.32K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-18.3K- 83.42% |
$1.44M - $1.57M
|
3.64K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18.6K- 43.53% |
$1.46M - $1.6M
|
24.1K
$2.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-19K- 52.89% |
$1.5M - $1.64M
|
16.9K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-19.1K- 19.8% |
$1.5M - $1.64M
|
77.4K
$7.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-21.1K- 15.12% |
$1.66M - $1.82M
|
119K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-21.6K- 40.16% |
$1.69M - $1.85M
|
32.1K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-22.2K- 96.14% |
$1.75M - $1.91M
|
892
$84.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.3K- 12.17% |
$1.75M - $1.91M
|
161K
$15.2M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-22.6K- 25.69% |
$1.78M - $1.95M
|
65.5K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.2K- 19.15% |
$1.82M - $2M
|
98K
$9.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-23.7K- 3.41% |
$1.86M - $2.04M
|
671K
$63.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-23.7K- 13.52% |
$1.87M - $2.04M
|
152K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-24.7K- 87.99% |
$1.94M - $2.12M
|
3.37K
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-24.9K- 55.42% |
$1.95M - $2.14M
|
20K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.2K- 91.25% |
$1.98M - $2.17M
|
2.42K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.1K- 31.46% |
$2.05M - $2.24M
|
56.8K
$5.39M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-26.3K- 6.26% |
$2.07M - $2.26M
|
394K
$37.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-26.6K- 38.57% |
$2.09M - $2.29M
|
42.4K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.5K- 3.46% |
$2.24M - $2.45M
|
797K
$75.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29K- 20.12% |
$2.28M - $2.49M
|
115K
$10.9M
|