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 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.91K- 14.69% |
$158K - $189K
|
11.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.95K- 2.36% |
$162K - $193K
|
80.8K
$7.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.99K- 12.92% |
$165K - $197K
|
13.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.01K- 2.83% |
$167K - $199K
|
68.9K
$6.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2.02K- 11.44% |
$168K - $200K
|
15.6K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.03K- 30.63% |
$168K - $201K
|
4.59K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.04K- 29.88% |
$169K - $202K
|
4.79K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-2.09K- 1.79% |
$173K - $207K
|
115K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.09K- 13.21% |
$173K - $207K
|
13.7K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.11K- 0.83% |
$175K - $209K
|
251K
$24.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 6.07% |
$178K - $212K
|
33.1K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.14K- 5.04% |
$178K - $212K
|
40.3K
$3.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.14K- 48.19% |
$178K - $212K
|
2.3K
$227K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.18K- 1.52% |
$181K - $216K
|
141K
$13.9M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.2K- 6.82% |
$183K - $218K
|
30.1K
$2.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.21K- 4.62% |
$183K - $218K
|
45.5K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.21K- 3.27% |
$184K - $219K
|
65.4K
$6.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.24K- 5.27% |
$186K - $222K
|
40.3K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.28K- 3.73% |
$189K - $225K
|
58.7K
$5.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.31K- 2.16% |
$191K - $228K
|
105K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.36K- 1.85% |
$195K - $233K
|
125K
$12.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.4K- 2.26% |
$199K - $238K
|
104K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.42K- 7.6% |
$201K - $240K
|
29.4K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.47K- 3.14% |
$205K - $244K
|
76.1K
$7.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.49K- 2.78% |
$207K - $247K
|
87.1K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 24.19% |
$207K - $247K
|
7.83K
$772K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.53K- 4.06% |
$210K - $251K
|
59.9K
$5.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.54KClosed |
$211K - $251K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.54K- 14.73% |
$211K - $251K
|
14.7K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.59K- 3.62% |
$215K - $256K
|
68.9K
$6.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-2.59K- 23.26% |
$215K - $256K
|
8.55K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.6K- 4.42% |
$215K - $257K
|
56.2K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.63K- 5.54% |
$218K - $260K
|
44.8K
$4.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.63K- 4.11% |
$218K - $260K
|
61.3K
$6.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.63K- 8.0% |
$218K - $260K
|
30.3K
$2.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.66K- 13.71% |
$221K - $264K
|
16.8K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.7K- 1.94% |
$224K - $267K
|
136K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3K- 41.51% |
$249K - $297K
|
4.23K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-3K- 11.71% |
$249K - $297K
|
22.6K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3K- 21.28% |
$249K - $297K
|
11.1K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.03K- 2.13% |
$251K - $300K
|
139K
$13.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.06K- 5.27% |
$254K - $303K
|
55.1K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.08K- 26.78% |
$255K - $305K
|
8.41K
$830K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.1K- 12.79% |
$257K - $307K
|
21.1K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.11K- 4.78% |
$258K - $307K
|
61.9K
$6.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.12K- 14.54% |
$259K - $309K
|
18.4K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.23K- 5.32% |
$268K - $320K
|
57.5K
$5.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.24K- 55.4% |
$269K - $321K
|
2.61K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.41K- 5.77% |
$283K - $338K
|
55.7K
$5.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-3.43K- 30.92% |
$285K - $339K
|
7.66K
$755K
|