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 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-121- 3.26% |
$10K - $12K
|
3.59K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-123- 2.46% |
$10.2K - $12.2K
|
4.89K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-128- 0.03% |
$10.6K - $12.7K
|
399K
$35.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-132- 0.61% |
$11K - $13.1K
|
21.3K
$1.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-133- 2.8% |
$11K - $13.2K
|
4.61K
$414K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-133- 2.51% |
$11K - $13.2K
|
5.16K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-133- 1.53% |
$11K - $13.2K
|
8.58K
$770K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-135- 2.25% |
$11.2K - $13.4K
|
5.86K
$525K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-135- 0.21% |
$11.2K - $13.4K
|
63.9K
$5.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-143- 3.33% |
$11.9K - $14.2K
|
4.15K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-144- 0.27% |
$11.9K - $14.3K
|
53.8K
$4.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-145- 86.31% |
$12K - $14.4K
|
23
$2.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-149- 0.96% |
$12.4K - $14.7K
|
15.3K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-155- 40.47% |
$12.9K - $15.3K
|
228
$20.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-157- 7.57% |
$13K - $15.5K
|
1.92K
$172K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-158- 6.08% |
$13.1K - $15.6K
|
2.44K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-162- 5.06% |
$13.4K - $16K
|
3.04K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-164- 1.16% |
$13.6K - $16.2K
|
14K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-164- 2.06% |
$13.6K - $16.2K
|
7.8K
$700K
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-165- 1.97% |
$13.7K - $16.3K
|
8.21K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-167- 1.14% |
$13.9K - $16.5K
|
14.4K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-170- 5.52% |
$14.1K - $16.8K
|
2.91K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-176- 0.55% |
$14.6K - $17.4K
|
31.7K
$2.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-178- 1.33% |
$14.8K - $17.6K
|
13.2K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-179- 0.88% |
$14.9K - $17.7K
|
20.2K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-180- 5.64% |
$14.9K - $17.8K
|
3.01K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-191- 3.13% |
$15.8K - $18.9K
|
5.91K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-192- 85.33% |
$15.9K - $19K
|
33
$2.96K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-195- 0.42% |
$16.2K - $19.3K
|
46.1K
$4.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-197- 2.58% |
$16.3K - $19.5K
|
7.44K
$668K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-197- 1.0% |
$16.3K - $19.5K
|
19.5K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-198- 0.49% |
$16.4K - $19.6K
|
40.6K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-200- 22.42% |
$16.6K - $19.8K
|
692
$62.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-202- 47.53% |
$16.8K - $20K
|
223
$20K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-208- 1.01% |
$17.3K - $20.6K
|
20.3K
$1.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 5.88% |
$17.3K - $20.6K
|
3.33K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-212- 4.47% |
$17.6K - $21K
|
4.53K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-212- 0.03% |
$17.6K - $21K
|
796K
$71.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-213- 0.78% |
$17.7K - $21.1K
|
27.3K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-214- 2.73% |
$17.8K - $21.2K
|
7.63K
$684K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-217- 4.28% |
$18K - $21.5K
|
4.85K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-218- 4.19% |
$18.1K - $21.6K
|
4.98K
$447K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-219- 4.64% |
$18.2K - $21.7K
|
4.5K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-220- 0.15% |
$18.3K - $21.8K
|
143K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-220- 3.98% |
$18.3K - $21.8K
|
5.31K
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-221- 1.2% |
$18.3K - $21.9K
|
18.2K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-225- 10.97% |
$18.7K - $22.3K
|
1.83K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-225- 5.08% |
$18.7K - $22.3K
|
4.2K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-229- 6.9% |
$19K - $22.7K
|
3.09K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-230- 48.42% |
$19.1K - $22.8K
|
245
$22K
|