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
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.87KNew |
$237K - $256K
|
2.87K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.8K+ 6.67% |
$231K - $249K
|
44.7K
$4.24M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.79KNew |
$231K - $249K
|
2.79K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.79K+ 1.87% |
$230K - $248K
|
152K
$14.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.77K+ 1.41% |
$229K - $247K
|
200K
$19M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.75KNew |
$227K - $245K
|
2.75K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.71K+ 1.51% |
$224K - $242K
|
183K
$17.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.71K+ 12.64% |
$223K - $241K
|
24.1K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
2.7K+ 9.65% |
$223K - $241K
|
30.7K
$2.91M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.69K+ 1.66% |
$222K - $239K
|
165K
$15.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$221K - $238K
|
2.67K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.66K+ 31.5% |
$220K - $237K
|
11.1K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.66K+ 32.58% |
$219K - $237K
|
10.8K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.62KNew |
$216K - $233K
|
2.62K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.59KNew |
$214K - $231K
|
2.59K
$246K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.59KNew |
$214K - $231K
|
2.59K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
2.58KNew |
$213K - $230K
|
2.58K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.58KNew |
$213K - $229K
|
2.58K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.57K+ 1.7% |
$212K - $229K
|
154K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.51K+ 1.27% |
$207K - $223K
|
199K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.5KNew |
$206K - $223K
|
2.5K
$237K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.48KNew |
$205K - $221K
|
2.48K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.48KNew |
$205K - $221K
|
2.48K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
2.46K+ 29.84% |
$203K - $220K
|
10.7K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.46K+ 2.39% |
$203K - $219K
|
105K
$9.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
2.42K+ 5.2% |
$200K - $216K
|
49K
$4.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
2.42K+ 3.64% |
$199K - $215K
|
68.8K
$6.53M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.4K+ 4.66% |
$198K - $214K
|
53.9K
$5.11M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.36KNew |
$195K - $210K
|
2.36K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.35K+ 5.93% |
$194K - $210K
|
42K
$3.98M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.31K+ 7.03% |
$191K - $206K
|
35.1K
$3.33M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.29K+ 4.88% |
$189K - $204K
|
49.3K
$4.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.24K+ 3.95% |
$185K - $200K
|
59K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
2.22K+ 1.62% |
$183K - $198K
|
139K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.2K+ 23.43% |
$182K - $196K
|
11.6K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.15K+ 21.86% |
$178K - $192K
|
12K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.12K+ 2.71% |
$175K - $189K
|
80.5K
$7.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.09K+ 12.34% |
$173K - $186K
|
19K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.05K+ 2.85% |
$169K - $183K
|
74.1K
$7.03M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.05K+ 2.81% |
$169K - $183K
|
75.1K
$7.12M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.04K+ 50.47% |
$168K - $181K
|
6.07K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.03K+ 9.67% |
$168K - $181K
|
23K
$2.18M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
BUY
|
- |
2.02K+ 9.48% |
$167K - $180K
|
23.3K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 16.51% |
$166K - $179K
|
14.2K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 16.38% |
$162K - $175K
|
14K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.96K+ 7.87% |
$162K - $174K
|
26.8K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.94K+ 31.67% |
$161K - $173K
|
8.08K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
1.94K+ 2.84% |
$160K - $173K
|
70.4K
$6.68M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.94K+ 1.8% |
$160K - $173K
|
109K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.92K+ 3.1% |
$159K - $171K
|
63.8K
$6.05M
|