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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-272- 0.69% |
$22.5K - $24.2K
|
39K
$3.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-274- 84.83% |
$22.6K - $24.4K
|
49
$4.65K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-281- 1.51% |
$23.2K - $25K
|
18.4K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-283- 1.56% |
$23.4K - $25.2K
|
17.8K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-284- 3.43% |
$23.5K - $25.3K
|
8.01K
$759K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-285- 7.57% |
$23.5K - $25.4K
|
3.48K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-285- 7.18% |
$23.5K - $25.4K
|
3.68K
$349K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-286- 13.02% |
$23.6K - $25.5K
|
1.91K
$181K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-287- 2.23% |
$23.7K - $25.6K
|
12.6K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-287- 5.52% |
$23.7K - $25.6K
|
4.91K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-288- 57.37% |
$23.8K - $25.7K
|
214
$20.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-293- 8.54% |
$24.2K - $26.1K
|
3.14K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-297- 1.63% |
$24.5K - $26.5K
|
17.9K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-299- 3.36% |
$24.7K - $26.6K
|
8.6K
$816K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-301- 7.25% |
$24.9K - $26.8K
|
3.85K
$365K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-308- 80.63% |
$25.4K - $27.4K
|
74
$7.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-310- 22.63% |
$25.6K - $27.6K
|
1.06K
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-311- 33.48% |
$25.7K - $27.7K
|
618
$58.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-312- 68.72% |
$25.8K - $27.8K
|
142
$13.5K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-313- 0.23% |
$25.8K - $27.9K
|
135K
$12.8M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-315- 25.55% |
$26K - $28.1K
|
918
$87K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-318- 32.82% |
$26.3K - $28.3K
|
651
$61.7K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-319- 6.81% |
$26.3K - $28.4K
|
4.37K
$414K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-323- 5.16% |
$26.7K - $28.8K
|
5.94K
$563K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-325- 6.13% |
$26.8K - $29K
|
4.97K
$472K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-327- 6.1% |
$27K - $29.1K
|
5.03K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-335- 8.98% |
$27.7K - $29.9K
|
3.4K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-336- 7.78% |
$27.7K - $29.9K
|
3.98K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-338- 0.7% |
$27.9K - $30.1K
|
47.6K
$4.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-339- 0.44% |
$28K - $30.2K
|
77.4K
$7.34M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-342- 7.52% |
$28.2K - $30.5K
|
4.2K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-343- 1.19% |
$28.3K - $30.6K
|
28.5K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-344- 3.68% |
$28.4K - $30.7K
|
9K
$854K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-352- 2.43% |
$29.1K - $31.4K
|
14.1K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-355- 4.25% |
$29.3K - $31.6K
|
8.01K
$759K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-356- 10.8% |
$29.4K - $31.7K
|
2.94K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-359- 4.68% |
$29.6K - $32K
|
7.31K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-359- 0.74% |
$29.6K - $32K
|
47.9K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-361- 0.3% |
$29.8K - $32.2K
|
119K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-365- 64.6% |
$30.1K - $32.5K
|
200
$19K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-367- 1.57% |
$30.3K - $32.7K
|
23K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-370- 22.77% |
$30.6K - $33K
|
1.26K
$119K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-375- 1.76% |
$31K - $33.4K
|
21K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-375- 2.44% |
$31K - $33.4K
|
15K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-378- 2.64% |
$31.2K - $33.7K
|
14K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-381- 1.93% |
$31.5K - $34K
|
19.4K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-387- 8.59% |
$32K - $34.5K
|
4.12K
$391K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-389- 0.57% |
$32.1K - $34.7K
|
68.4K
$6.48M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-398- 2.94% |
$32.9K - $35.5K
|
13.1K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-401- 3.11% |
$33.1K - $35.7K
|
12.5K
$1.18M
|