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 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.2K- 91.25% |
$1.98M - $2.17M
|
2.42K
$207K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.1K- 31.46% |
$2.05M - $2.24M
|
56.8K
$4.86M
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-26.3K- 6.26% |
$2.07M - $2.26M
|
394K
$33.7M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-26.6K- 38.57% |
$2.09M - $2.29M
|
42.4K
$3.63M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.5K- 3.46% |
$2.24M - $2.45M
|
797K
$68.1M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29K- 20.12% |
$2.28M - $2.49M
|
115K
$9.85M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 6.71% |
$2.28M - $2.5M
|
404K
$34.5M
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-29.1K- 21.47% |
$2.29M - $2.5M
|
106K
$9.11M
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-29.5K- 22.81% |
$2.32M - $2.54M
|
100K
$8.55M
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-29.7K- 7.2% |
$2.33M - $2.55M
|
383K
$32.8M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-29.9K- 4.84% |
$2.35M - $2.57M
|
588K
$50.3M
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-30K- 7.91% |
$2.36M - $2.58M
|
349K
$29.8M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30.6K- 20.01% |
$2.41M - $2.63M
|
123K
$10.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.7K- 10.43% |
$2.42M - $2.64M
|
264K
$22.6M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-31.2K- 43.33% |
$2.45M - $2.68M
|
40.8K
$3.49M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-31.6K- 11.47% |
$2.48M - $2.72M
|
244K
$20.9M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.6K- 1.09% |
$2.56M - $2.8M
|
2.95M
$252M
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-34.3K- 96.57% |
$2.7M - $2.95M
|
1.22K
$104K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34.5K- 23.37% |
$2.71M - $2.96M
|
113K
$9.67M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-35.3K- 75.07% |
$2.78M - $3.04M
|
11.7K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-35.5K- 89.22% |
$2.79M - $3.06M
|
4.29K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-38.1K- 22.52% |
$3M - $3.28M
|
131K
$11.2M
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-39K- 49.65% |
$3.06M - $3.35M
|
39.5K
$3.38M
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-40.7K- 28.0% |
$3.2M - $3.5M
|
105K
$8.97M
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-42K- 89.9% |
$3.3M - $3.61M
|
4.72K
$404K
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-42.6K- 99.92% |
$3.35M - $3.66M
|
36
$3.08K
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-42.8K- 57.74% |
$3.37M - $3.68M
|
31.3K
$2.68M
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-43.8K- 31.33% |
$3.45M - $3.77M
|
96.1K
$8.22M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-43.9K- 15.36% |
$3.45M - $3.77M
|
242K
$20.7M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-45K- 2.4% |
$3.53M - $3.87M
|
1.82M
$156M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.4K- 14.28% |
$3.65M - $3.99M
|
278K
$23.8M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.4K- 49.83% |
$3.73M - $4.08M
|
47.8K
$4.09M
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-47.5K- 27.02% |
$3.74M - $4.09M
|
128K
$11M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-53.9K- 46.53% |
$4.24M - $4.64M
|
62K
$5.3M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-57.6K- 35.09% |
$4.53M - $4.95M
|
107K
$9.12M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-58K- 46.78% |
$4.56M - $4.99M
|
66K
$5.65M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-59.6K- 10.72% |
$4.68M - $5.12M
|
496K
$42.5M
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-60.9K- 3.28% |
$4.79M - $5.24M
|
1.8M
$154M
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
SELL
|
- |
-63.7K- 32.88% |
$5M - $5.47M
|
130K
$11.1M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-65.4K- 26.96% |
$5.14M - $5.62M
|
177K
$15.2M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-67.8K- 4.96% |
$5.33M - $5.83M
|
1.3M
$111M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-71.5K- 75.99% |
$5.62M - $6.15M
|
22.6K
$1.93M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-71.9K- 94.4% |
$5.65M - $6.18M
|
4.26K
$365K
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-79.2K- 44.38% |
$6.23M - $6.81M
|
99.2K
$8.49M
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-79.3K- 49.27% |
$6.23M - $6.82M
|
81.6K
$6.98M
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-80.4K- 37.71% |
$6.32M - $6.92M
|
133K
$11.4M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-85.9K- 48.26% |
$6.75M - $7.39M
|
92.1K
$7.88M
|
|
Jul 17, 2024
Q2 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-88.1K- 6.79% |
$6.92M - $7.57M
|
1.21M
$103M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-88.1K- 63.84% |
$6.93M - $7.57M
|
49.9K
$4.27M
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-107K- 39.64% |
$8.38M - $9.16M
|
162K
$13.9M
|