Purchases and Sales Made in Q1 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
251+ 0.98% |
$20.7K - $22.4K
|
25.9K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
250+ 10.16% |
$20.6K - $22.3K
|
2.71K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
248New |
$20.5K - $22.1K
|
248
$23.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
247+ 5.11% |
$20.4K - $22K
|
5.08K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
246+ 282.76% |
$20.3K - $21.9K
|
333
$32K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
240+ 3.11% |
$19.8K - $21.4K
|
7.95K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
240+ 48.19% |
$19.8K - $21.4K
|
738
$71K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
238+ 1.63% |
$19.7K - $21.2K
|
14.8K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
230+ 10.31% |
$19K - $20.5K
|
2.46K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
228+ 4.42% |
$18.8K - $20.3K
|
5.38K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
227+ 0.72% |
$18.7K - $20.2K
|
31.7K
$3.05M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
226+ 5.94% |
$18.7K - $20.1K
|
4.03K
$388K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
225+ 21.03% |
$18.6K - $20.1K
|
1.3K
$125K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
224+ 3.87% |
$18.5K - $20K
|
6.01K
$579K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
220+ 7.03% |
$18.2K - $19.6K
|
3.35K
$322K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
219+ 4.41% |
$18.1K - $19.5K
|
5.18K
$499K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
219+ 24.01% |
$18.1K - $19.5K
|
1.13K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
219+ 0.78% |
$18.1K - $19.5K
|
28.3K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
216+ 1.82% |
$17.8K - $19.2K
|
12.1K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
212+ 11.13% |
$17.5K - $18.9K
|
2.12K
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
210+ 1235.29% |
$17.3K - $18.7K
|
227
$21.8K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
200+ 1.71% |
$16.5K - $17.8K
|
11.9K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$16.5K - $17.8K
|
200
$19.2K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
197+ 2.13% |
$16.3K - $17.6K
|
9.46K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
196+ 0.69% |
$16.2K - $17.5K
|
28.5K
$2.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
195+ 7.37% |
$16.1K - $17.4K
|
2.84K
$273K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
194+ 8.15% |
$16K - $17.3K
|
2.58K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
193+ 1.14% |
$15.9K - $17.2K
|
17.2K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
190+ 7.22% |
$15.7K - $16.9K
|
2.82K
$272K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
190+ 4.39% |
$15.7K - $16.9K
|
4.52K
$435K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
186+ 1.45% |
$15.4K - $16.6K
|
13K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
186+ 3.07% |
$15.4K - $16.6K
|
6.25K
$601K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
184+ 1.94% |
$15.2K - $16.4K
|
9.68K
$932K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
179+ 0.59% |
$14.8K - $16K
|
30.5K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
178+ 8.68% |
$14.7K - $15.9K
|
2.23K
$215K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
175+ 4.33% |
$14.5K - $15.6K
|
4.22K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
172+ 4.11% |
$14.2K - $15.3K
|
4.36K
$420K
|
|
|
May 06, 2024
Q1 2024
|
Latigo Investments, LLC
|
BUY
|
- |
169+ 0.24% |
$14K - $15.1K
|
71K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
168+ 0.39% |
$13.9K - $15K
|
43.5K
$4.19M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
162+ 22.47% |
$13.4K - $14.4K
|
883
$85K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
155+ 1.32% |
$12.8K - $13.8K
|
11.9K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
154+ 1.5% |
$12.7K - $13.7K
|
10.4K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
152+ 5.17% |
$12.6K - $13.5K
|
3.09K
$298K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
150New |
$12.4K - $13.4K
|
150
$14.4K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
147+ 0.63% |
$12.1K - $13.1K
|
23.3K
$2.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
146+ 0.26% |
$12.1K - $13K
|
56.1K
$5.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
145+ 6.0% |
$12K - $12.9K
|
2.56K
$247K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
144+ 1.71% |
$11.9K - $12.8K
|
8.57K
$825K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
143+ 2.86% |
$11.8K - $12.7K
|
5.14K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
143+ 5.34% |
$11.8K - $12.7K
|
2.82K
$271K
|