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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-165- 1.97% |
$13.7K - $16.3K
|
8.21K
$790K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-167- 1.14% |
$13.9K - $16.5K
|
14.4K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-170- 5.52% |
$14.1K - $16.8K
|
2.91K
$280K
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-176- 0.55% |
$14.6K - $17.4K
|
31.7K
$3.05M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-178- 1.33% |
$14.8K - $17.6K
|
13.2K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-179- 0.88% |
$14.9K - $17.7K
|
20.2K
$1.95M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-180- 5.64% |
$14.9K - $17.8K
|
3.01K
$290K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-191- 3.13% |
$15.8K - $18.9K
|
5.91K
$569K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-192- 85.33% |
$15.9K - $19K
|
33
$3.18K
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-195- 0.42% |
$16.2K - $19.3K
|
46.1K
$4.44M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-197- 2.58% |
$16.3K - $19.5K
|
7.44K
$716K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-197- 1.0% |
$16.3K - $19.5K
|
19.5K
$1.88M
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-198- 0.49% |
$16.4K - $19.6K
|
40.6K
$3.9M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-200- 22.42% |
$16.6K - $19.8K
|
692
$66.6K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-202- 47.53% |
$16.8K - $20K
|
223
$21.5K
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-208- 1.01% |
$17.3K - $20.6K
|
20.3K
$1.95M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 5.88% |
$17.3K - $20.6K
|
3.33K
$321K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-212- 4.47% |
$17.6K - $21K
|
4.53K
$436K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-212- 0.03% |
$17.6K - $21K
|
796K
$76.6M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-213- 0.78% |
$17.7K - $21.1K
|
27.3K
$2.62M
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-214- 2.73% |
$17.8K - $21.2K
|
7.63K
$734K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-217- 4.28% |
$18K - $21.5K
|
4.85K
$467K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-218- 4.19% |
$18.1K - $21.6K
|
4.98K
$479K
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-219- 4.64% |
$18.2K - $21.7K
|
4.5K
$433K
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-220- 0.15% |
$18.3K - $21.8K
|
143K
$13.7M
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-220- 3.98% |
$18.3K - $21.8K
|
5.31K
$511K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-221- 1.2% |
$18.3K - $21.9K
|
18.2K
$1.75M
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-225- 10.97% |
$18.7K - $22.3K
|
1.83K
$176K
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-225- 5.08% |
$18.7K - $22.3K
|
4.2K
$404K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-229- 6.9% |
$19K - $22.7K
|
3.09K
$297K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-230- 48.42% |
$19.1K - $22.8K
|
245
$23.6K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-230- 0.56% |
$19.1K - $22.8K
|
40.9K
$3.93M
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-231- 0.7% |
$19.2K - $22.9K
|
33K
$3.17M
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-232- 8.19% |
$19.2K - $23K
|
2.6K
$250K
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-233- 2.21% |
$19.3K - $23.1K
|
10.3K
$991K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-234- 2.87% |
$19.4K - $23.2K
|
7.92K
$763K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-237- 4.43% |
$19.7K - $23.5K
|
5.12K
$492K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-239- 0.18% |
$19.8K - $23.7K
|
135K
$12.9M
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
SELL
|
- |
-241- 0.78% |
$20K - $23.9K
|
30.6K
$2.94M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-244- 6.58% |
$20.2K - $24.1K
|
3.46K
$333K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-244- 40.73% |
$20.2K - $24.1K
|
355
$34.2K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-248- 6.52% |
$20.6K - $24.5K
|
3.55K
$342K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-249- 10.3% |
$20.7K - $24.6K
|
2.17K
$209K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-249- 1.75% |
$20.7K - $24.6K
|
13.9K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-257- 1.08% |
$21.3K - $25.4K
|
23.5K
$2.26M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-259- 0.87% |
$21.5K - $25.6K
|
29.6K
$2.85M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-259- 48.59% |
$21.5K - $25.6K
|
274
$26.4K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-260- 25.9% |
$21.6K - $25.7K
|
744
$71.6K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-262- 5.3% |
$21.7K - $25.9K
|
4.68K
$450K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-266- 6.51% |
$22.1K - $26.3K
|
3.82K
$368K
|