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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-4.55K- 99.85% |
$357K - $391K
|
7
$599
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.56K- 5.58% |
$359K - $392K
|
77.2K
$6.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.64K- 18.59% |
$364K - $399K
|
20.3K
$1.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-4.64K- 34.82% |
$365K - $399K
|
8.68K
$743K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.66K- 40.95% |
$366K - $400K
|
6.71K
$574K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-4.71K- 3.05% |
$370K - $405K
|
150K
$12.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.75K- 76.93% |
$373K - $408K
|
1.42K
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.89K- 3.24% |
$384K - $420K
|
146K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.94K- 3.42% |
$388K - $425K
|
139K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.96K- 4.07% |
$390K - $427K
|
117K
$10M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.98K- 52.09% |
$391K - $428K
|
4.58K
$392K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.06K- 15.71% |
$397K - $435K
|
27.1K
$2.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.14K- 53.44% |
$404K - $442K
|
4.48K
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.21K- 6.92% |
$410K - $448K
|
70.1K
$6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.47K- 1.27% |
$430K - $470K
|
425K
$36.4M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.51K- 43.85% |
$433K - $473K
|
7.05K
$603K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.58K- 16.04% |
$439K - $480K
|
29.2K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-5.65K- 62.11% |
$444K - $485K
|
3.45K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.66K- 8.87% |
$445K - $487K
|
58.2K
$4.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.67K- 13.8% |
$446K - $488K
|
35.4K
$3.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.73K- 13.22% |
$450K - $493K
|
37.6K
$3.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.94K- 5.88% |
$467K - $510K
|
95.1K
$8.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.01K- 1.62% |
$472K - $516K
|
364K
$31.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.04K- 42.62% |
$475K - $519K
|
8.13K
$696K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-6.21K- 55.7% |
$488K - $534K
|
4.94K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-6.4K- 45.62% |
$503K - $550K
|
7.63K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.71K- 2.16% |
$528K - $577K
|
304K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.82K- 3.5% |
$536K - $587K
|
188K
$16.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.93K- 14.71% |
$545K - $596K
|
40.2K
$3.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.95K- 7.22% |
$546K - $598K
|
89.3K
$7.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.96K- 6.25% |
$547K - $599K
|
104K
$8.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7.14K- 19.27% |
$561K - $614K
|
29.9K
$2.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-7.18K- 1.93% |
$564K - $617K
|
365K
$31.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.19K- 3.8% |
$565K - $618K
|
182K
$15.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.38K- 9.42% |
$580K - $634K
|
70.9K
$6.07M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-7.44K- 23.66% |
$585K - $639K
|
24K
$2.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.57K- 13.48% |
$595K - $650K
|
48.6K
$4.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.86K- 23.77% |
$618K - $675K
|
25.2K
$2.16M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.06K- 58.53% |
$633K - $692K
|
5.71K
$488K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.11K- 48.56% |
$637K - $697K
|
8.59K
$735K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.11K- 77.67% |
$638K - $697K
|
2.33K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-8.29K- 17.21% |
$652K - $713K
|
39.9K
$3.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-8.7K- 23.2% |
$684K - $748K
|
28.8K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-8.71K- 12.84% |
$685K - $749K
|
59.1K
$5.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.73K- 2.9% |
$686K - $751K
|
292K
$25M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.76K- 2.4% |
$688K - $753K
|
357K
$30.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.82K- 5.03% |
$694K - $759K
|
167K
$14.3M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.82K- 5.03% |
$694K - $759K
|
167K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.93K- 31.75% |
$702K - $767K
|
19.2K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.2K- 78.86% |
$724K - $791K
|
2.47K
$211K
|