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 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
11.3K+ 192.31% |
$935K - $1.01M
|
17.2K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
11.2KNew |
$921K - $994K
|
11.2K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11K+ 65.39% |
$906K - $978K
|
27.7K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.9K+ 121.57% |
$902K - $973K
|
19.9K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 28.61% |
$902K - $973K
|
49.1K
$4.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 34.56% |
$883K - $953K
|
41.6K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
10.4K+ 15.67% |
$863K - $931K
|
77.1K
$7.42M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.4K+ 40.44% |
$857K - $925K
|
36K
$3.47M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10.3K+ 6.48% |
$850K - $917K
|
169K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 1.36% |
$836K - $903K
|
753K
$72.5M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10K+ 55.56% |
$827K - $893K
|
28K
$2.7M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
9.69K+ 29.86% |
$800K - $864K
|
42.2K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.62KNew |
$794K - $857K
|
9.62K
$926K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.57KNew |
$790K - $853K
|
9.57K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.54K+ 41.85% |
$788K - $850K
|
32.3K
$3.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.27K+ 51.24% |
$765K - $826K
|
27.4K
$2.63M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.16K+ 198.87% |
$756K - $816K
|
13.8K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.09KNew |
$751K - $810K
|
9.09K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.93K+ 40.38% |
$737K - $795K
|
31K
$2.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
8.67K+ 2.78% |
$716K - $773K
|
320K
$30.8M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.63KNew |
$712K - $769K
|
8.63K
$830K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.55K+ 8.23% |
$706K - $762K
|
113K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.48K+ 4.79% |
$701K - $756K
|
186K
$17.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
8.39KNew |
$693K - $748K
|
8.39K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.39K+ 28.73% |
$693K - $748K
|
37.6K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.34K+ 105.89% |
$688K - $743K
|
16.2K
$1.56M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.31K+ 6.31% |
$686K - $740K
|
140K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
8.27K+ 33.0% |
$683K - $737K
|
33.4K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
8.26K+ 12.31% |
$682K - $736K
|
75.4K
$7.25M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8.24K+ 25.06% |
$680K - $734K
|
41.1K
$3.95M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.23K+ 52.14% |
$680K - $734K
|
24K
$2.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
8.16K+ 18122.22% |
$673K - $727K
|
8.2K
$789K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.13KNew |
$672K - $725K
|
8.13K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.97K+ 18.88% |
$658K - $710K
|
50.2K
$4.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.9K+ 72.36% |
$652K - $704K
|
18.8K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.9K+ 7.63% |
$652K - $704K
|
112K
$10.7M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.85K+ 61.0% |
$649K - $700K
|
20.7K
$1.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
7.81K+ 1.01% |
$645K - $696K
|
785K
$75.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.81K+ 17.37% |
$645K - $696K
|
52.8K
$5.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.79KNew |
$644K - $695K
|
7.79K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
7.75KNew |
$640K - $691K
|
7.75K
$746K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.59K+ 3.2% |
$627K - $677K
|
245K
$23.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
7.53K+ 22.87% |
$622K - $671K
|
40.5K
$3.89M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.52K+ 34.95% |
$621K - $670K
|
29K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.51K+ 205.11% |
$620K - $669K
|
11.2K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.31K+ 1.28% |
$604K - $651K
|
578K
$55.6M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.27K+ 250.22% |
$601K - $648K
|
10.2K
$980K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.19K+ 88.63% |
$594K - $641K
|
15.3K
$1.47M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7.04K+ 4.39% |
$582K - $628K
|
168K
$16.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
7.03K+ 21.39% |
$581K - $627K
|
39.9K
$3.84M
|