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
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-85- 2.04% |
$7.02K - $7.58K
|
4.08K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-85- 5.33% |
$7.02K - $7.58K
|
1.51K
$145K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-86- 16.35% |
$7.1K - $7.66K
|
440
$42.3K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-90- 2.7% |
$7.43K - $8.02K
|
3.25K
$313K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-91- 0.92% |
$7.51K - $8.11K
|
9.75K
$939K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-91- 2.4% |
$7.51K - $8.11K
|
3.7K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-96- 3.02% |
$7.93K - $8.56K
|
3.08K
$296K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-98- 2.89% |
$8.09K - $8.73K
|
3.3K
$317K
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-98- 1.57% |
$8.09K - $8.73K
|
6.16K
$593K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 10.53% |
$8.26K - $8.91K
|
850
$81.8K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 3.48% |
$8.26K - $8.91K
|
2.78K
$267K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-102- 1.53% |
$8.42K - $9.09K
|
6.58K
$633K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-103- 2.92% |
$8.51K - $9.18K
|
3.43K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-104- 1.52% |
$8.59K - $9.27K
|
6.75K
$649K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-104- 1.31% |
$8.59K - $9.27K
|
7.81K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-105- 3.92% |
$8.67K - $9.36K
|
2.57K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-105Closed |
$8.67K - $9.36K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-105- 0.83% |
$8.67K - $9.36K
|
12.6K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-108- 7.13% |
$8.92K - $9.62K
|
1.41K
$135K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-110- 5.02% |
$9.08K - $9.8K
|
2.08K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-111- 3.74% |
$9.17K - $9.89K
|
2.85K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-114- 54.03% |
$9.41K - $10.2K
|
97
$9.34K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-116- 2.9% |
$9.58K - $10.3K
|
3.89K
$374K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-123- 1.82% |
$10.2K - $11K
|
6.64K
$639K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-125- 0.57% |
$10.3K - $11.1K
|
21.8K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-128- 17.68% |
$10.6K - $11.4K
|
596
$57.4K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-128- 1.25% |
$10.6K - $11.4K
|
10.1K
$976K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-132- 0.76% |
$10.9K - $11.8K
|
17.3K
$1.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-135- 0.62% |
$11.1K - $12K
|
21.5K
$2.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-138- 0.64% |
$11.4K - $12.3K
|
21.4K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-139- 12.01% |
$11.5K - $12.4K
|
1.02K
$98K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-139- 0.5% |
$11.5K - $12.4K
|
27.8K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-140- 1.0% |
$11.6K - $12.5K
|
13.8K
$1.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-144- 1.0% |
$11.9K - $12.8K
|
14.2K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-145- 0.19% |
$12K - $12.9K
|
76.2K
$7.33M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-150- 3.08% |
$12.4K - $13.4K
|
4.72K
$454K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-153- 1.95% |
$12.6K - $13.6K
|
7.71K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-153- 1.53% |
$12.6K - $13.6K
|
9.84K
$947K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-155- 5.84% |
$12.8K - $13.8K
|
2.5K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-156- 14.57% |
$12.9K - $13.9K
|
915
$88.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-157- 1.48% |
$13K - $14K
|
10.4K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-158- 0.99% |
$13K - $14.1K
|
15.7K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-158- 0.52% |
$13K - $14.1K
|
30.5K
$2.93M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-160- 3.6% |
$13.2K - $14.3K
|
4.29K
$413K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-162- 7.77% |
$13.4K - $14.4K
|
1.92K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-162- 1.32% |
$13.4K - $14.4K
|
12.1K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-163- 2.53% |
$13.5K - $14.5K
|
6.28K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-167- 50.0% |
$13.8K - $14.9K
|
167
$16.1K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-167- 1.6% |
$13.8K - $14.9K
|
10.3K
$987K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-168- 3.23% |
$13.9K - $15K
|
5.03K
$484K
|