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 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-9.89K- 49.16% |
$816K - $881K
|
10.2K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-9.93K- 70.22% |
$820K - $885K
|
4.21K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 11.39% |
$831K - $897K
|
78.3K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.2K- 12.89% |
$844K - $911K
|
69.1K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 3.17% |
$878K - $947K
|
325K
$29.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11K- 49.18% |
$912K - $985K
|
11.4K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.1K- 37.27% |
$916K - $989K
|
18.7K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.6K- 6.23% |
$955K - $1.03M
|
174K
$15.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 13.13% |
$964K - $1.04M
|
77.2K
$6.94M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11.9K- 47.39% |
$981K - $1.06M
|
13.2K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-12.1K- 14.69% |
$996K - $1.07M
|
70K
$6.29M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-12.1K- 2.35% |
$997K - $1.08M
|
502K
$45.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 8.11% |
$1.01M - $1.09M
|
138K
$12.4M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 6.07% |
$1.01M - $1.09M
|
189K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-12.3K- 31.72% |
$1.01M - $1.09M
|
26.4K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13K- 17.39% |
$1.08M - $1.16M
|
61.9K
$5.56M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-13.2K- 32.16% |
$1.09M - $1.17M
|
27.7K
$2.49M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 13.73% |
$1.09M - $1.18M
|
82.9K
$7.45M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-13.3K- 25.61% |
$1.09M - $1.18M
|
38.5K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-13.9K- 0.4% |
$1.15M - $1.24M
|
3.46M
$311M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.2K- 10.36% |
$1.17M - $1.26M
|
123K
$11M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-14.4K- 2.03% |
$1.19M - $1.28M
|
694K
$62.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.6K- 3.12% |
$1.2M - $1.3M
|
453K
$40.7M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-14.8K- 82.59% |
$1.22M - $1.32M
|
3.12K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.1K- 23.24% |
$1.25M - $1.35M
|
50K
$4.49M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.3K- 10.58% |
$1.27M - $1.37M
|
130K
$11.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 2.01% |
$1.28M - $1.38M
|
757K
$68M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16K- 91.67% |
$1.33M - $1.43M
|
1.46K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-16.6K- 3.8% |
$1.37M - $1.48M
|
420K
$37.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-16.6K- 3.8% |
$1.37M - $1.48M
|
420K
$37.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-17K- 28.56% |
$1.41M - $1.52M
|
42.6K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.8K- 7.48% |
$1.47M - $1.59M
|
220K
$19.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-18K- 37.57% |
$1.49M - $1.61M
|
29.9K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18.5K- 94.95% |
$1.53M - $1.65M
|
985
$88.5K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.6K- 39.84% |
$1.54M - $1.66M
|
28.1K
$2.53M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19.2K- 32.0% |
$1.59M - $1.71M
|
40.9K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-19.5K- 19.25% |
$1.61M - $1.73M
|
81.6K
$7.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.9K- 11.46% |
$1.64M - $1.77M
|
154K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-20.1K- 31.14% |
$1.66M - $1.79M
|
44.4K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-20.1K- 20.73% |
$1.66M - $1.79M
|
76.9K
$6.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-20.4K- 22.54% |
$1.68M - $1.82M
|
70K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.2K- 39.38% |
$1.83M - $1.98M
|
34.2K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-23.3K- 48.35% |
$1.93M - $2.08M
|
24.9K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-23.5K- 72.79% |
$1.94M - $2.09M
|
8.78K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-23.6K- 8.07% |
$1.95M - $2.1M
|
269K
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-24.1K- 43.76% |
$1.99M - $2.15M
|
31K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-26.6K- 70.29% |
$2.19M - $2.37M
|
11.2K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.6K- 13.42% |
$2.19M - $2.37M
|
171K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-29K- 17.95% |
$2.39M - $2.58M
|
132K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-31.2KClosed |
$2.58M - $2.78M
|
0
$0
|