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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-23.9K- 36.85% |
$1.98M - $2.37M
|
41K
$4.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.3K- 6.69% |
$2.02M - $2.41M
|
339K
$33.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.7K- 3.22% |
$2.05M - $2.44M
|
742K
$72.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-25.1K- 20.63% |
$2.08M - $2.49M
|
96.6K
$9.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-26.2K- 69.6% |
$2.17M - $2.59M
|
11.4K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27K- 46.4% |
$2.24M - $2.67M
|
31.2K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27K- 3.52% |
$2.24M - $2.67M
|
740K
$72.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.3K- 15.74% |
$2.27M - $2.7M
|
146K
$14.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-29.2K- 5.43% |
$2.42M - $2.89M
|
508K
$49.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.4K- 50.01% |
$2.44M - $2.91M
|
29.4K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-29.6K- 24.93% |
$2.45M - $2.93M
|
89K
$8.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-29.8K- 80.9% |
$2.47M - $2.95M
|
7.03K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-29.9K- 88.77% |
$2.48M - $2.96M
|
3.78K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.3K- 63.42% |
$2.51M - $3M
|
17.5K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.2K- 1.76% |
$2.67M - $3.18M
|
1.8M
$176M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-32.4K- 65.28% |
$2.69M - $3.21M
|
17.3K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-32.7K- 40.07% |
$2.71M - $3.24M
|
48.9K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-33.6K- 20.7% |
$2.79M - $3.33M
|
129K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-36K- 34.42% |
$2.98M - $3.56M
|
68.5K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-36.7K- 76.53% |
$3.05M - $3.63M
|
11.3K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39K- 12.82% |
$3.24M - $3.86M
|
265K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-39.9K- 7.4% |
$3.31M - $3.95M
|
499K
$48.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40.6K- 6.01% |
$3.37M - $4.02M
|
635K
$62.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-41.6K- 17.88% |
$3.45M - $4.12M
|
191K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-43.5K- 89.56% |
$3.61M - $4.3M
|
5.07K
$497K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-47.1K- 59.11% |
$3.9M - $4.66M
|
32.6K
$3.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-47.1K- 3.72% |
$3.91M - $4.66M
|
1.22M
$120M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-48.1K- 19.9% |
$3.99M - $4.76M
|
194K
$19M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-48.4K- 17.28% |
$4.01M - $4.79M
|
232K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-52.8K- 13.41% |
$4.38M - $5.23M
|
341K
$33.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.7K- 6.44% |
$4.53M - $5.41M
|
794K
$77.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57.4K- 4.1% |
$4.76M - $5.68M
|
1.34M
$132M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-57.8K- 7.97% |
$4.8M - $5.72M
|
668K
$65.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-57.8K- 15.11% |
$4.8M - $5.72M
|
325K
$31.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-67.3K- 72.24% |
$5.58M - $6.66M
|
25.8K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-76.3K- 11.84% |
$6.33M - $7.55M
|
568K
$55.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-85.6K- 2.9% |
$7.1M - $8.47M
|
2.86M
$280M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-86.6K- 6.66% |
$7.19M - $8.57M
|
1.21M
$119M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-90.3K- 2.59% |
$7.49M - $8.94M
|
3.4M
$333M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-91.3K- 5.08% |
$7.57M - $9.03M
|
1.71M
$167M
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-95.9K- 7.94% |
$7.96M - $9.49M
|
1.11M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-96K- 66.96% |
$7.97M - $9.5M
|
47.4K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-98.2K- 34.8% |
$8.15M - $9.72M
|
184K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-98.7K- 3.7% |
$8.19M - $9.77M
|
2.57M
$252M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-103K- 88.34% |
$8.57M - $10.2M
|
13.6K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-111K- 90.88% |
$9.24M - $11M
|
11.2K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-123K- 7.23% |
$10.2M - $12.2M
|
1.58M
$155M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-129K- 36.99% |
$10.7M - $12.8M
|
220K
$21.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-129K- 38.76% |
$10.7M - $12.8M
|
204K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-150K- 8.56% |
$12.4M - $14.8M
|
1.6M
$157M
|