Purchases and Sales Made in Q2 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-6- 1.54% |
$472 - $516
|
383
$32.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-8- 0.29% |
$629 - $688
|
2.74K
$234K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8- 0.2% |
$629 - $688
|
3.93K
$336K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-10- 0.32% |
$786 - $860
|
3.13K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10- 0.28% |
$786 - $860
|
3.56K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-10- 0.19% |
$786 - $860
|
5.31K
$454K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-10- 1.92% |
$786 - $860
|
510
$43.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11- 0.42% |
$865 - $946
|
2.58K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11- 2.22% |
$865 - $946
|
485
$41.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-12- 0.37% |
$943 - $1.03K
|
3.24K
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-15- 0.55% |
$1.18K - $1.29K
|
2.69K
$230K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-19- 0.09% |
$1.49K - $1.63K
|
21.5K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-19- 0.36% |
$1.49K - $1.63K
|
5.32K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-19- 0.29% |
$1.49K - $1.63K
|
6.52K
$558K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-19- 0.02% |
$1.49K - $1.63K
|
126K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-20- 0.16% |
$1.57K - $1.72K
|
12.5K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21- 3.4% |
$1.65K - $1.81K
|
597
$51.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-21- 13.38% |
$1.65K - $1.81K
|
136
$11.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-23- 0.41% |
$1.81K - $1.98K
|
5.53K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-23- 0.35% |
$1.81K - $1.98K
|
6.62K
$566K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-24- 1.11% |
$1.89K - $2.06K
|
2.14K
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24- 5.65% |
$1.89K - $2.06K
|
401
$34.3K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-27- 1.29% |
$2.12K - $2.32K
|
2.07K
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-27- 6.14% |
$2.12K - $2.32K
|
413
$35.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-27- 0.62% |
$2.12K - $2.32K
|
4.34K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-29- 0.1% |
$2.28K - $2.49K
|
27.7K
$2.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.35% |
$2.36K - $2.58K
|
8.48K
$726K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-30- 1.11% |
$2.36K - $2.58K
|
2.67K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-30- 4.77% |
$2.36K - $2.58K
|
599
$51.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-31- 0.91% |
$2.44K - $2.67K
|
3.38K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-32- 11.15% |
$2.52K - $2.75K
|
255
$21.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-33- 0.55% |
$2.59K - $2.84K
|
5.99K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-37- 1.09% |
$2.91K - $3.18K
|
3.36K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-38- 0.63% |
$2.99K - $3.27K
|
5.95K
$509K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-40- 0.35% |
$3.14K - $3.44K
|
11.3K
$970K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-40- 2.06% |
$3.14K - $3.44K
|
1.9K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-40- 0.78% |
$3.14K - $3.44K
|
5.12K
$438K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-42- 0.01% |
$3.3K - $3.61K
|
537K
$45.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-45- 0.22% |
$3.54K - $3.87K
|
20K
$1.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-45- 0.5% |
$3.54K - $3.87K
|
8.88K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-45- 0.06% |
$3.54K - $3.87K
|
73K
$6.24M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-46- 46.0% |
$3.62K - $3.95K
|
54
$4.62K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-46- 0.93% |
$3.62K - $3.95K
|
4.9K
$420K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 0.45% |
$3.85K - $4.21K
|
10.8K
$920K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-51- 1.79% |
$4.01K - $4.38K
|
2.8K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-59- 1.32% |
$4.64K - $5.07K
|
4.4K
$376K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60- 0.41% |
$4.72K - $5.16K
|
14.7K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-60- 3.76% |
$4.72K - $5.16K
|
1.53K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 1.39% |
$4.72K - $5.16K
|
4.25K
$364K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-61- 42.96% |
$4.8K - $5.24K
|
81
$6.93K
|