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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.71K- 31.24% |
$471K - $509K
|
12.6K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.76K- 2.42% |
$476K - $513K
|
232K
$22M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.77K- 8.61% |
$477K - $515K
|
61.3K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.79K- 32.38% |
$478K - $516K
|
12.1K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.02K- 47.44% |
$497K - $537K
|
6.67K
$633K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-6.03K- 7.69% |
$498K - $537K
|
72.3K
$6.85M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-6.04K- 55.89% |
$499K - $539K
|
4.77K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.04K- 4.75% |
$499K - $539K
|
121K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6.17K- 12.46% |
$510K - $550K
|
43.3K
$4.11M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.22K- 10.16% |
$513K - $554K
|
55K
$5.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-6.47K- 5.15% |
$534K - $577K
|
119K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 51.48% |
$535K - $577K
|
6.1K
$579K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.48K- 46.64% |
$535K - $578K
|
7.42K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.76K- 1.84% |
$559K - $603K
|
361K
$34.2M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.96K- 5.27% |
$575K - $620K
|
125K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.19K- 13.22% |
$593K - $640K
|
47.2K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.36K- 4.17% |
$608K - $656K
|
169K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.38K- 4.04% |
$609K - $657K
|
175K
$16.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.39K- 38.76% |
$610K - $658K
|
11.7K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-7.43K- 35.28% |
$613K - $662K
|
13.6K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-7.5K- 41.04% |
$620K - $669K
|
10.8K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.64K- 42.46% |
$631K - $681K
|
10.4K
$982K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.67K- 55.38% |
$633K - $683K
|
6.18K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-7.67K- 17.08% |
$633K - $683K
|
37.2K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.82K- 24.74% |
$646K - $697K
|
23.8K
$2.26M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-8K- 97.56% |
$661K - $713K
|
200
$19K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.12K- 18.11% |
$671K - $724K
|
36.7K
$3.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-8.53K- 8.12% |
$704K - $760K
|
96.5K
$9.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.53K- 36.2% |
$705K - $760K
|
15K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-8.55K- 27.4% |
$706K - $762K
|
22.7K
$2.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.56K- 76.22% |
$707K - $763K
|
2.67K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-8.77K- 44.0% |
$724K - $781K
|
11.2K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-8.98K- 19.31% |
$742K - $800K
|
37.5K
$3.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-9.34K- 4.95% |
$771K - $832K
|
179K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-9.88K- 63.11% |
$816K - $881K
|
5.78K
$548K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-9.89K- 49.16% |
$816K - $881K
|
10.2K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-9.93K- 70.22% |
$820K - $885K
|
4.21K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 11.39% |
$831K - $897K
|
78.3K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.2K- 12.89% |
$844K - $911K
|
69.1K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 3.17% |
$878K - $947K
|
325K
$30.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11K- 49.18% |
$912K - $985K
|
11.4K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.1K- 37.27% |
$916K - $989K
|
18.7K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.6K- 6.23% |
$955K - $1.03M
|
174K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 13.13% |
$964K - $1.04M
|
77.2K
$7.32M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11.9K- 47.39% |
$981K - $1.06M
|
13.2K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-12.1K- 14.69% |
$996K - $1.07M
|
70K
$6.64M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-12.1K- 2.35% |
$997K - $1.08M
|
502K
$47.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 8.11% |
$1.01M - $1.09M
|
138K
$13.1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 6.07% |
$1.01M - $1.09M
|
189K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-12.3K- 31.72% |
$1.01M - $1.09M
|
26.4K
$2.5M
|