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 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-83- 0.9% |
$6.89K - $8.21K
|
9.12K
$900K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-85- 1.31% |
$7.05K - $8.41K
|
6.39K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-85- 0.23% |
$7.05K - $8.41K
|
37.5K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-86- 1.18% |
$7.14K - $8.51K
|
7.19K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-86- 0.15% |
$7.14K - $8.51K
|
57K
$5.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-88- 3.21% |
$7.3K - $8.71K
|
2.65K
$262K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-90- 3.06% |
$7.47K - $8.91K
|
2.85K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-90- 2.98% |
$7.47K - $8.91K
|
2.93K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-91- 15.29% |
$7.55K - $9.01K
|
504
$49.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-94- 8.36% |
$7.8K - $9.3K
|
1.03K
$102K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-94- 0.57% |
$7.8K - $9.3K
|
16.5K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-94- 0.18% |
$7.8K - $9.3K
|
51.3K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-94- 2.88% |
$7.8K - $9.3K
|
3.17K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-95- 1.57% |
$7.88K - $9.4K
|
5.95K
$586K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-97- 31.8% |
$8.05K - $9.6K
|
208
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-97- 0.83% |
$8.05K - $9.6K
|
11.6K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-98- 0.14% |
$8.13K - $9.7K
|
70.3K
$6.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-98- 2.06% |
$8.13K - $9.7K
|
4.66K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-98- 2.29% |
$8.13K - $9.7K
|
4.19K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-99- 1.1% |
$8.21K - $9.8K
|
8.89K
$877K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.92% |
$8.3K - $9.9K
|
2.45K
$242K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-100- 1.19% |
$8.3K - $9.9K
|
8.31K
$819K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-100- 84.75% |
$8.3K - $9.9K
|
18
$1.77K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 3.68% |
$8.3K - $9.9K
|
2.62K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-101- 57.06% |
$8.38K - $10K
|
76
$7.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-102- 0.72% |
$8.46K - $10.1K
|
14.1K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-106- 4.02% |
$8.79K - $10.5K
|
2.53K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-106- 12.31% |
$8.79K - $10.5K
|
755
$74.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-107- 2.72% |
$8.88K - $10.6K
|
3.83K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-109- 2.08% |
$9.04K - $10.8K
|
5.13K
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-112- 0.94% |
$9.29K - $11.1K
|
11.8K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-115- 3.43% |
$9.54K - $11.4K
|
3.23K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-115- 23.71% |
$9.54K - $11.4K
|
370
$36.5K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-118- 0.49% |
$9.79K - $11.7K
|
23.8K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-120- 0.6% |
$9.96K - $11.9K
|
19.8K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-120- 4.96% |
$9.96K - $11.9K
|
2.3K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-121- 3.26% |
$10K - $12K
|
3.59K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-123- 2.46% |
$10.2K - $12.2K
|
4.89K
$482K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-128- 0.03% |
$10.6K - $12.7K
|
399K
$39.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-132- 0.61% |
$11K - $13.1K
|
21.3K
$2.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-133- 2.8% |
$11K - $13.2K
|
4.61K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-133- 2.51% |
$11K - $13.2K
|
5.16K
$509K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-133- 1.53% |
$11K - $13.2K
|
8.58K
$846K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-135- 2.25% |
$11.2K - $13.4K
|
5.86K
$577K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-135- 0.21% |
$11.2K - $13.4K
|
63.9K
$6.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-143- 3.33% |
$11.9K - $14.2K
|
4.15K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-144- 0.27% |
$11.9K - $14.3K
|
53.8K
$5.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-145- 86.31% |
$12K - $14.4K
|
23
$2.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-149- 0.96% |
$12.4K - $14.7K
|
15.3K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-155- 40.47% |
$12.9K - $15.3K
|
228
$22.5K
|