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 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.63K- 5.63% |
$467K - $557K
|
94.4K
$8.65M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.69K- 20.08% |
$472K - $563K
|
22.7K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.81K- 6.11% |
$482K - $575K
|
89.3K
$8.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.05K- 8.46% |
$502K - $599K
|
65.5K
$6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.07K- 1.5% |
$504K - $601K
|
398K
$36.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.16K- 3.34% |
$511K - $609K
|
178K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.34K- 50.74% |
$526K - $628K
|
6.16K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6.46K- 48.48% |
$536K - $639K
|
6.86K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.66K- 9.9% |
$552K - $659K
|
60.6K
$5.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6.81K- 26.1% |
$565K - $674K
|
19.3K
$1.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-7K- 3.5% |
$581K - $693K
|
193K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.26K- 4.78% |
$602K - $718K
|
144K
$13.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.35K- 20.87% |
$610K - $727K
|
27.9K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.37K- 99.73% |
$612K - $730K
|
20
$1.83K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.5K- 37.67% |
$622K - $742K
|
12.4K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.83K- 6.03% |
$650K - $775K
|
122K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.94K- 7.6% |
$659K - $786K
|
96.5K
$8.84M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-8K- 18.46% |
$663K - $791K
|
35.3K
$3.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8K- 21.19% |
$664K - $792K
|
29.7K
$2.73M
|
|
|
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
$4.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-8.65K- 54.73% |
$718K - $856K
|
7.16K
$656K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9.09K- 26.74% |
$754K - $900K
|
24.9K
$2.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.16K- 11.86% |
$760K - $906K
|
68K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.16K- 42.37% |
$760K - $906K
|
12.5K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.72K- 6.21% |
$807K - $962K
|
147K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10K- 5.22% |
$830K - $990K
|
182K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-10.8K- 30.63% |
$900K - $1.07M
|
24.6K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.9K- 6.52% |
$902K - $1.08M
|
156K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 48.18% |
$903K - $1.08M
|
11.7K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-11K- 21.74% |
$913K - $1.09M
|
39.6K
$3.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-11K- 5.93% |
$915K - $1.09M
|
175K
$16M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-11.3K- 66.96% |
$941K - $1.12M
|
5.6K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-11.7K- 8.42% |
$974K - $1.16M
|
128K
$11.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 41.96% |
$1.03M - $1.23M
|
17.2K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.8K- 4.49% |
$1.06M - $1.27M
|
272K
$24.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-12.8K- 10.92% |
$1.06M - $1.27M
|
105K
$9.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.9K- 6.43% |
$1.07M - $1.28M
|
188K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13.1K- 7.39% |
$1.09M - $1.3M
|
164K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-13.2K- 29.75% |
$1.1M - $1.31M
|
31.2K
$2.86M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-13.3K- 8.88% |
$1.1M - $1.32M
|
136K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.4K- 5.41% |
$1.11M - $1.33M
|
235K
$21.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-14.7K- 49.22% |
$1.22M - $1.46M
|
15.2K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-14.8K- 87.83% |
$1.23M - $1.47M
|
2.05K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.1K- 15.67% |
$1.25M - $1.49M
|
81K
$7.42M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.1K- 15.67% |
$1.25M - $1.49M
|
81K
$7.42M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-15.8K- 3.64% |
$1.31M - $1.57M
|
419K
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.2K- 39.74% |
$1.34M - $1.6M
|
24.6K
$2.25M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-16.4K- 13.16% |
$1.36M - $1.62M
|
108K
$9.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.7K- 32.89% |
$1.38M - $1.65M
|
34K
$3.12M
|