Purchases and Sales Made in Q3 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.39K- 0.65% |
$115K - $137K
|
212K
$20.4M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.4K- 15.02% |
$116K - $139K
|
7.93K
$761K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.42K- 11.65% |
$118K - $140K
|
10.8K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.44K- 8.79% |
$119K - $142K
|
14.9K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.44K- 31.45% |
$119K - $143K
|
3.14K
$301K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.56K- 21.14% |
$129K - $154K
|
5.8K
$557K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 18.78% |
$131K - $156K
|
6.82K
$655K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.58K- 3.23% |
$131K - $157K
|
47.5K
$4.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.6K- 4.98% |
$133K - $158K
|
30.5K
$2.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.67K- 7.74% |
$138K - $165K
|
19.9K
$1.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.72K- 5.34% |
$143K - $170K
|
30.5K
$2.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.76K- 8.18% |
$146K - $174K
|
19.7K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.76K- 20.89% |
$146K - $175K
|
6.68K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.84K- 3.77% |
$152K - $182K
|
46.9K
$4.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 3.3% |
$156K - $186K
|
55.2K
$5.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.91K- 14.69% |
$158K - $189K
|
11.1K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2.02K- 11.44% |
$168K - $200K
|
15.6K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.03K- 30.63% |
$168K - $201K
|
4.59K
$441K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 6.07% |
$178K - $212K
|
33.1K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.14K- 48.19% |
$178K - $212K
|
2.3K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.2K- 6.82% |
$183K - $218K
|
30.1K
$2.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.21K- 4.62% |
$183K - $218K
|
45.5K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.21K- 3.27% |
$184K - $219K
|
65.4K
$6.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.28K- 3.73% |
$189K - $225K
|
58.7K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.36K- 1.85% |
$195K - $233K
|
125K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.4K- 2.26% |
$199K - $238K
|
104K
$9.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.42K- 7.6% |
$201K - $240K
|
29.4K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.54KClosed |
$211K - $251K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.59K- 3.62% |
$215K - $256K
|
68.9K
$6.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-2.59K- 23.26% |
$215K - $256K
|
8.55K
$820K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.63K- 4.11% |
$218K - $260K
|
61.3K
$5.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.63K- 8.0% |
$218K - $260K
|
30.3K
$2.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.06K- 5.27% |
$254K - $303K
|
55.1K
$5.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.23K- 5.32% |
$268K - $320K
|
57.5K
$5.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.24K- 55.4% |
$269K - $321K
|
2.61K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.41K- 5.77% |
$283K - $338K
|
55.7K
$5.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-3.43K- 30.92% |
$285K - $339K
|
7.66K
$735K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.51K- 4.74% |
$291K - $347K
|
70.5K
$6.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.66K- 2.12% |
$304K - $362K
|
169K
$16.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.92K- 55.61% |
$325K - $388K
|
3.13K
$300K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.94K- 33.6% |
$327K - $390K
|
7.79K
$747K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-3.95K- 4.63% |
$328K - $391K
|
81.5K
$7.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.96K- 15.39% |
$328K - $392K
|
21.7K
$2.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-4.17K- 3.79% |
$346K - $413K
|
106K
$10.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-4.4K- 7.5% |
$365K - $436K
|
54.2K
$5.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.81K- 9.29% |
$399K - $476K
|
47K
$4.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.01K- 11.71% |
$416K - $496K
|
37.7K
$3.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-5.3K- 6.85% |
$440K - $524K
|
72.1K
$6.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-5.33K- 6.7% |
$442K - $527K
|
74.2K
$7.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.63K- 5.63% |
$467K - $557K
|
94.4K
$9.05M
|