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 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
143+ 143.0% |
$11.8K - $12.7K
|
243
$23.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
141+ 1.94% |
$11.6K - $12.6K
|
7.41K
$713K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
139+ 1.04% |
$11.5K - $12.4K
|
13.5K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
138+ 2.43% |
$11.4K - $12.3K
|
5.82K
$561K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
135+ 30.0% |
$11.1K - $12K
|
585
$56.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
126+ 5.54% |
$10.4K - $11.2K
|
2.4K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
125+ 0.39% |
$10.3K - $11.1K
|
32.3K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
123+ 0.28% |
$10.2K - $11K
|
44K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
122+ 148.78% |
$10.1K - $10.9K
|
204
$19.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
120+ 6.78% |
$9.91K - $10.7K
|
1.89K
$182K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
119+ 4.17% |
$9.83K - $10.6K
|
2.97K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
118+ 3.42% |
$9.74K - $10.5K
|
3.57K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
118New |
$9.74K - $10.5K
|
118
$11.4K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
115+ 6.05% |
$9.5K - $10.2K
|
2.02K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
112New |
$9.25K - $9.98K
|
112
$10.8K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
107New |
$8.84K - $9.54K
|
107
$10.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
105+ 2.98% |
$8.67K - $9.36K
|
3.62K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
104+ 2.07% |
$8.59K - $9.27K
|
5.12K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
104+ 25.43% |
$8.59K - $9.27K
|
513
$49.4K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
104+ 4.26% |
$8.59K - $9.27K
|
2.54K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
103+ 0.34% |
$8.51K - $9.18K
|
30.4K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
102New |
$8.42K - $9.09K
|
102
$9.82K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
101+ 4.38% |
$8.34K - $9K
|
2.41K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
94+ 2.09% |
$7.76K - $8.38K
|
4.58K
$441K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
94+ 2.27% |
$7.76K - $8.38K
|
4.24K
$408K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
91+ 2.51% |
$7.51K - $8.11K
|
3.72K
$358K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
90+ 0.66% |
$7.43K - $8.02K
|
13.7K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
90+ 1.91% |
$7.43K - $8.02K
|
4.79K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
88+ 1.66% |
$7.27K - $7.84K
|
5.38K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
86+ 1.23% |
$7.1K - $7.66K
|
7.1K
$683K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
81+ 1.74% |
$6.69K - $7.22K
|
4.73K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
78+ 7.5% |
$6.44K - $6.95K
|
1.12K
$108K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
77+ 0.75% |
$6.36K - $6.86K
|
10.3K
$995K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75+ 0.07% |
$6.19K - $6.68K
|
106K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
75+ 0.49% |
$6.19K - $6.68K
|
15.4K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
75+ 0.54% |
$6.19K - $6.68K
|
13.8K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
73+ 19.95% |
$6.03K - $6.51K
|
439
$42.2K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
71+ 0.37% |
$5.86K - $6.33K
|
19.4K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
70+ 2.04% |
$5.78K - $6.24K
|
3.5K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
70+ 0.72% |
$5.78K - $6.24K
|
9.85K
$948K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
70New |
$5.78K - $6.24K
|
70
$6.74K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
65+ 1.04% |
$5.37K - $5.79K
|
6.31K
$607K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
65+ 0.15% |
$5.37K - $5.79K
|
44.9K
$4.32M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
65+ 0.8% |
$5.37K - $5.79K
|
8.24K
$793K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
64+ 2.55% |
$5.29K - $5.7K
|
2.58K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
63New |
$5.2K - $5.61K
|
63
$6.06K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
62New |
$5.12K - $5.53K
|
62
$5.97K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
61+ 1.22% |
$5.04K - $5.44K
|
5.05K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61+ 5.25% |
$5.04K - $5.44K
|
1.22K
$118K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
60+ 2.31% |
$4.95K - $5.35K
|
2.66K
$256K
|