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
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-28- 1.02% |
$2.32K - $2.77K
|
2.7K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 7.38% |
$2.41K - $2.87K
|
364
$32.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-30- 1.14% |
$2.49K - $2.97K
|
2.6K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-30- 0.6% |
$2.49K - $2.97K
|
4.98K
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-31- 1.62% |
$2.57K - $3.07K
|
1.88K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 0.21% |
$2.57K - $3.07K
|
14.6K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31- 8.38% |
$2.57K - $3.07K
|
339
$30.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-33- 0.66% |
$2.74K - $3.27K
|
5K
$443K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-34- 0.5% |
$2.82K - $3.36K
|
6.82K
$605K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-36- 0.45% |
$2.99K - $3.56K
|
7.97K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-36- 0.24% |
$2.99K - $3.56K
|
14.7K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 0.09% |
$3.07K - $3.66K
|
41.9K
$3.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-39- 1.15% |
$3.24K - $3.86K
|
3.37K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-40- 2.14% |
$3.32K - $3.96K
|
1.83K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-40- 0.58% |
$3.32K - $3.96K
|
6.9K
$612K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-41- 1.15% |
$3.4K - $4.06K
|
3.53K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-43- 0.64% |
$3.57K - $4.26K
|
6.64K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-43- 0.26% |
$3.57K - $4.26K
|
16.3K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-44- 1.39% |
$3.65K - $4.35K
|
3.13K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-44- 0.33% |
$3.65K - $4.35K
|
13.1K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-46- 0.51% |
$3.82K - $4.55K
|
8.98K
$797K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50- 47.62% |
$4.15K - $4.95K
|
55
$4.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 0.88% |
$4.15K - $4.95K
|
5.62K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-53- 1.83% |
$4.4K - $5.25K
|
2.85K
$253K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-53- 0.72% |
$4.4K - $5.25K
|
7.29K
$647K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-54- 0.42% |
$4.48K - $5.34K
|
12.9K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-55- 1.84% |
$4.56K - $5.44K
|
2.93K
$260K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-59- 10.73% |
$4.9K - $5.84K
|
491
$43.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 0.34% |
$4.98K - $5.94K
|
17.8K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-62- 2.35% |
$5.14K - $6.14K
|
2.58K
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-63- 0.33% |
$5.23K - $6.24K
|
19.1K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-64- 2.47% |
$5.31K - $6.33K
|
2.53K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-65- 98.48% |
$5.39K - $6.43K
|
1
$88.8
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-67- 1.32% |
$5.56K - $6.63K
|
5.02K
$445K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-67- 17.31% |
$5.56K - $6.63K
|
320
$28.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-67- 0.64% |
$5.56K - $6.63K
|
10.4K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-67- 0.53% |
$5.56K - $6.63K
|
12.5K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-69- 2.22% |
$5.72K - $6.83K
|
3.04K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-69- 1.82% |
$5.72K - $6.83K
|
3.72K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-70- 2.02% |
$5.81K - $6.93K
|
3.39K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-70- 1.76% |
$5.81K - $6.93K
|
3.9K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-72- 0.8% |
$5.97K - $7.13K
|
8.91K
$790K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-72- 2.84% |
$5.97K - $7.13K
|
2.46K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-72- 1.48% |
$5.97K - $7.13K
|
4.79K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-74- 1.19% |
$6.14K - $7.32K
|
6.15K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-75- 1.74% |
$6.22K - $7.42K
|
4.25K
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 4.97% |
$6.22K - $7.42K
|
1.43K
$127K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-77- 8.17% |
$6.39K - $7.62K
|
866
$76.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-77- 1.5% |
$6.39K - $7.62K
|
5.07K
$450K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-78- 0.42% |
$6.47K - $7.72K
|
18.3K
$1.63M
|