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
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-501- 0.68% |
$41.6K - $49.6K
|
73.5K
$6.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-502- 12.64% |
$41.7K - $49.7K
|
3.47K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-505- 4.15% |
$41.9K - $50K
|
11.7K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-510- 2.04% |
$42.3K - $50.5K
|
24.5K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-513- 0.77% |
$42.6K - $50.8K
|
66.4K
$5.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-514- 12.28% |
$42.6K - $50.9K
|
3.67K
$330K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-535- 6.15% |
$44.4K - $52.9K
|
8.17K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-535- 8.32% |
$44.4K - $52.9K
|
5.9K
$529K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-548- 9.22% |
$45.5K - $54.2K
|
5.4K
$484K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-549- 2.06% |
$45.6K - $54.3K
|
26.2K
$2.35M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-559- 6.8% |
$46.4K - $55.3K
|
7.67K
$688K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-562- 1.07% |
$46.6K - $55.6K
|
52.1K
$4.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-565- 0.57% |
$46.9K - $55.9K
|
98.7K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-571- 4.78% |
$47.4K - $56.5K
|
11.4K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-574- 6.43% |
$47.6K - $56.8K
|
8.35K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-574- 2.83% |
$47.6K - $56.8K
|
19.7K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-576- 14.69% |
$47.8K - $57K
|
3.35K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-581- 1.75% |
$48.2K - $57.5K
|
32.5K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-585- 2.74% |
$48.5K - $57.9K
|
20.8K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-596- 4.02% |
$49.5K - $59K
|
14.2K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-600- 0.16% |
$49.8K - $59.4K
|
372K
$33.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-616- 1.66% |
$51.1K - $61K
|
36.6K
$3.28M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-616- 21.06% |
$51.1K - $61K
|
2.31K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-619- 1.12% |
$51.4K - $61.3K
|
54.8K
$4.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-624- 1.86% |
$51.8K - $61.8K
|
32.9K
$2.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-627- 0.45% |
$52K - $62.1K
|
139K
$12.4M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-630- 19.24% |
$52.3K - $62.4K
|
2.65K
$237K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-631- 61.2% |
$52.4K - $62.5K
|
400
$35.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-635- 3.71% |
$52.7K - $62.8K
|
16.5K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-640- 4.25% |
$53.1K - $63.3K
|
14.4K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-640- 2.87% |
$53.1K - $63.3K
|
21.7K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-655- 30.87% |
$54.3K - $64.8K
|
1.47K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-664- 9.62% |
$55.1K - $65.7K
|
6.24K
$560K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-665- 7.28% |
$55.2K - $65.8K
|
8.47K
$760K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-666- 10.26% |
$55.3K - $65.9K
|
5.83K
$523K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-674- 2.37% |
$55.9K - $66.7K
|
27.8K
$2.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-685- 13.62% |
$56.8K - $67.8K
|
4.34K
$390K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-700- 2.71% |
$58.1K - $69.3K
|
25.1K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-701- 1.86% |
$58.2K - $69.4K
|
37K
$3.32M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-706- 2.69% |
$58.6K - $69.9K
|
25.5K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-717- 20.28% |
$59.5K - $71K
|
2.82K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-718- 1.76% |
$59.6K - $71.1K
|
40K
$3.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-719- 13.88% |
$59.7K - $71.2K
|
4.46K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-720- 3.75% |
$59.7K - $71.3K
|
18.5K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-730- 0.73% |
$60.6K - $72.2K
|
99.1K
$8.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-732- 5.44% |
$60.7K - $72.4K
|
12.7K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-740- 0.22% |
$61.4K - $73.2K
|
340K
$30.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-749- 86.19% |
$62.1K - $74.1K
|
120
$10.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-770- 1.57% |
$63.9K - $76.2K
|
48.4K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-772- 2.13% |
$64.1K - $76.4K
|
35.4K
$3.17M
|