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 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-789- 7.21% |
$65.5K - $78.1K
|
10.2K
$930K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-801- 2.95% |
$66.5K - $79.3K
|
26.3K
$2.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-811- 1.03% |
$67.3K - $80.3K
|
78.2K
$7.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-812- 50.15% |
$67.4K - $80.4K
|
807
$73.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-813- 12.47% |
$67.5K - $80.5K
|
5.71K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-817- 19.88% |
$67.8K - $80.9K
|
3.29K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-817- 2.9% |
$67.8K - $80.9K
|
27.3K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-820- 5.11% |
$68K - $81.2K
|
15.2K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-823- 10.9% |
$68.3K - $81.5K
|
6.72K
$616K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-833- 3.54% |
$69.1K - $82.4K
|
22.7K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-841- 25.88% |
$69.8K - $83.2K
|
2.41K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-850- 27.78% |
$70.5K - $84.1K
|
2.21K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-859- 0.11% |
$71.3K - $85K
|
808K
$74.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-870- 26.66% |
$72.2K - $86.1K
|
2.39K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-876- 8.31% |
$72.7K - $86.7K
|
9.67K
$886K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-877- 19.41% |
$72.8K - $86.8K
|
3.64K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-897- 4.86% |
$74.4K - $88.8K
|
17.6K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-901- 7.95% |
$74.8K - $89.2K
|
10.4K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-909- 29.45% |
$75.4K - $90K
|
2.18K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-910- 13.55% |
$75.5K - $90.1K
|
5.81K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-913- 4.09% |
$75.8K - $90.4K
|
21.4K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-914- 3.54% |
$75.8K - $90.5K
|
24.9K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-919- 17.45% |
$76.2K - $91K
|
4.35K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-935- 33.99% |
$77.6K - $92.5K
|
1.82K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-938- 0.53% |
$77.8K - $92.8K
|
175K
$16.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-947- 10.98% |
$78.6K - $93.7K
|
7.68K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-949- 1.31% |
$78.7K - $93.9K
|
71.4K
$6.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-950- 17.92% |
$78.8K - $94K
|
4.35K
$399K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-960- 10.46% |
$79.7K - $95K
|
8.21K
$753K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-963- 5.57% |
$79.9K - $95.3K
|
16.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-963- 2.06% |
$79.9K - $95.3K
|
45.9K
$4.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-975- 21.46% |
$80.9K - $96.5K
|
3.57K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-977- 11.89% |
$81.1K - $96.7K
|
7.24K
$663K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-987- 3.61% |
$81.9K - $97.7K
|
26.4K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-987- 8.56% |
$81.9K - $97.7K
|
10.5K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-991- 4.14% |
$82.2K - $98.1K
|
22.9K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-996- 4.8% |
$82.6K - $98.6K
|
19.7K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-999- 15.4% |
$82.9K - $98.9K
|
5.49K
$503K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-1.01K- 20.42% |
$84K - $100K
|
3.94K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.03K- 4.21% |
$85.7K - $102K
|
23.5K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.04K- 3.19% |
$86.3K - $103K
|
31.5K
$2.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.04K- 2.22% |
$86.4K - $103K
|
45.9K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.05K- 7.93% |
$87.1K - $104K
|
12.2K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.05K- 5.14% |
$87.1K - $104K
|
19.4K
$1.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.06K- 95.22% |
$87.6K - $105K
|
53
$4.86K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.06K- 1.36% |
$88.2K - $105K
|
76.8K
$7.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.06K- 14.6% |
$88.3K - $105K
|
6.22K
$570K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.08K- 5.36% |
$89.2K - $106K
|
19K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 27.92% |
$89.2K - $106K
|
2.78K
$254K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.08K- 5.0% |
$89.4K - $107K
|
20.5K
$1.87M
|