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 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-574- 2.83% |
$47.6K - $56.8K
|
19.7K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-576- 14.69% |
$47.8K - $57K
|
3.35K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-581- 1.75% |
$48.2K - $57.5K
|
32.5K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-585- 2.74% |
$48.5K - $57.9K
|
20.8K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-596- 4.02% |
$49.5K - $59K
|
14.2K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-600- 0.16% |
$49.8K - $59.4K
|
372K
$36.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-616- 1.66% |
$51.1K - $61K
|
36.6K
$3.61M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-616- 21.06% |
$51.1K - $61K
|
2.31K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-619- 1.12% |
$51.4K - $61.3K
|
54.8K
$5.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-624- 1.86% |
$51.8K - $61.8K
|
32.9K
$3.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-627- 0.45% |
$52K - $62.1K
|
139K
$13.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-631- 61.2% |
$52.4K - $62.5K
|
400
$39.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-635- 3.71% |
$52.7K - $62.8K
|
16.5K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-640- 4.25% |
$53.1K - $63.3K
|
14.4K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-640- 2.87% |
$53.1K - $63.3K
|
21.7K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-655- 30.87% |
$54.3K - $64.8K
|
1.47K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-664- 9.62% |
$55.1K - $65.7K
|
6.24K
$615K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-665- 7.28% |
$55.2K - $65.8K
|
8.47K
$835K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-666- 10.26% |
$55.3K - $65.9K
|
5.83K
$574K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-674- 2.37% |
$55.9K - $66.7K
|
27.8K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-685- 13.62% |
$56.8K - $67.8K
|
4.34K
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-700- 2.71% |
$58.1K - $69.3K
|
25.1K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-701- 1.86% |
$58.2K - $69.4K
|
37K
$3.65M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-706- 2.69% |
$58.6K - $69.9K
|
25.5K
$2.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-717- 20.28% |
$59.5K - $71K
|
2.82K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-718- 1.76% |
$59.6K - $71.1K
|
40K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-719- 13.88% |
$59.7K - $71.2K
|
4.46K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-720- 3.75% |
$59.7K - $71.3K
|
18.5K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-730- 0.73% |
$60.6K - $72.2K
|
99.1K
$9.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-732- 5.44% |
$60.7K - $72.4K
|
12.7K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-740- 0.22% |
$61.4K - $73.2K
|
340K
$33.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-749- 86.19% |
$62.1K - $74.1K
|
120
$11.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-770- 1.57% |
$63.9K - $76.2K
|
48.4K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-772- 2.13% |
$64.1K - $76.4K
|
35.4K
$3.49M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-773- 13.05% |
$64.1K - $76.5K
|
5.15K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-778- 2.48% |
$64.6K - $77K
|
30.6K
$3.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-781- 21.91% |
$64.8K - $77.3K
|
2.78K
$274K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-782- 6.88% |
$64.9K - $77.4K
|
10.6K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-786- 7.59% |
$65.2K - $77.8K
|
9.58K
$944K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-787- 15.1% |
$65.3K - $77.9K
|
4.43K
$436K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-789- 7.21% |
$65.5K - $78.1K
|
10.2K
$1M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-801- 2.95% |
$66.5K - $79.3K
|
26.3K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-811- 1.03% |
$67.3K - $80.3K
|
78.2K
$7.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-812- 50.15% |
$67.4K - $80.4K
|
807
$79.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-813- 12.47% |
$67.5K - $80.5K
|
5.71K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-817- 19.88% |
$67.8K - $80.9K
|
3.29K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-817- 2.9% |
$67.8K - $80.9K
|
27.3K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-820- 5.11% |
$68K - $81.2K
|
15.2K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-823- 10.9% |
$68.3K - $81.5K
|
6.72K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-833- 3.54% |
$69.1K - $82.4K
|
22.7K
$2.24M
|