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 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.5K- 37.67% |
$622K - $742K
|
12.4K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.83K- 6.03% |
$650K - $775K
|
122K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.94K- 7.6% |
$659K - $786K
|
96.5K
$9.52M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-8K- 18.46% |
$663K - $791K
|
35.3K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8K- 21.19% |
$664K - $792K
|
29.7K
$2.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-8.14KClosed |
$675K - $806K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.34K- 14.12% |
$692K - $826K
|
50.7K
$5M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-8.65K- 54.73% |
$718K - $856K
|
7.16K
$706K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9.09K- 26.74% |
$754K - $900K
|
24.9K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.16K- 11.86% |
$760K - $906K
|
68K
$6.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.16K- 42.37% |
$760K - $906K
|
12.5K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.72K- 6.21% |
$807K - $962K
|
147K
$14.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10K- 5.22% |
$830K - $990K
|
182K
$17.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-10.8K- 30.63% |
$900K - $1.07M
|
24.6K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.9K- 6.52% |
$902K - $1.08M
|
156K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 48.18% |
$903K - $1.08M
|
11.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-11K- 21.74% |
$913K - $1.09M
|
39.6K
$3.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-11K- 5.93% |
$915K - $1.09M
|
175K
$17.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-11.3K- 66.96% |
$941K - $1.12M
|
5.6K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-11.7K- 8.42% |
$974K - $1.16M
|
128K
$12.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 41.96% |
$1.03M - $1.23M
|
17.2K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.8K- 4.49% |
$1.06M - $1.27M
|
272K
$26.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-12.8K- 10.92% |
$1.06M - $1.27M
|
105K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.9K- 6.43% |
$1.07M - $1.28M
|
188K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13.1K- 7.39% |
$1.09M - $1.3M
|
164K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-13.2K- 29.75% |
$1.1M - $1.31M
|
31.2K
$3.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-13.3K- 8.88% |
$1.1M - $1.32M
|
136K
$13.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.4K- 5.41% |
$1.11M - $1.33M
|
235K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-14.7K- 49.22% |
$1.22M - $1.46M
|
15.2K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-14.8K- 87.83% |
$1.23M - $1.47M
|
2.05K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.1K- 15.67% |
$1.25M - $1.49M
|
81K
$7.99M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-15.8K- 3.64% |
$1.31M - $1.57M
|
419K
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.2K- 39.74% |
$1.34M - $1.6M
|
24.6K
$2.42M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-16.4K- 13.16% |
$1.36M - $1.62M
|
108K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.7K- 32.89% |
$1.38M - $1.65M
|
34K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.7K- 98.4% |
$1.39M - $1.66M
|
272
$26.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16.8K- 3.35% |
$1.4M - $1.66M
|
485K
$47.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.9K- 1.68% |
$1.4M - $1.67M
|
987K
$97.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-16.9K- 70.15% |
$1.4M - $1.67M
|
7.19K
$709K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-17.2K- 55.03% |
$1.43M - $1.7M
|
14K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.4K- 23.0% |
$1.44M - $1.72M
|
58.1K
$5.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.4K- 61.15% |
$1.45M - $1.73M
|
11.1K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17.8K- 78.58% |
$1.48M - $1.76M
|
4.86K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-17.8K- 12.24% |
$1.48M - $1.77M
|
128K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-18.8K- 55.43% |
$1.56M - $1.86M
|
15.1K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-20.1K- 61.09% |
$1.67M - $1.99M
|
12.8K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20.5K- 51.91% |
$1.7M - $2.03M
|
19K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21K- 12.11% |
$1.75M - $2.08M
|
153K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23K- 70.98% |
$1.91M - $2.28M
|
9.42K
$929K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.9K- 2.92% |
$1.98M - $2.36M
|
792K
$78.1M
|