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
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.83% |
$82.6 - $89.1
|
121
$10.8K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 0.47% |
$82.6 - $89.1
|
211
$18.9K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$82.6 - $89.1
|
10.1K
$902K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.01% |
$82.6 - $89.1
|
7.89K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2- 0.05% |
$165 - $178
|
3.81K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.69% |
$165 - $178
|
289
$25.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.95% |
$248 - $267
|
312
$28K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.38% |
$248 - $267
|
784
$70.3K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 0.23% |
$248 - $267
|
1.33K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.39% |
$248 - $267
|
775
$69.5K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 0.7% |
$248 - $267
|
425
$38.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4- 0.1% |
$330 - $356
|
4.02K
$361K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$330 - $356
|
3.78K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 9.26% |
$413 - $446
|
49
$4.39K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5- 0.08% |
$413 - $446
|
6.08K
$545K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-6- 0.06% |
$495 - $535
|
10.2K
$917K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$495 - $535
|
4.19K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 0.38% |
$495 - $535
|
1.59K
$142K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-8- 0.11% |
$661 - $713
|
7.13K
$639K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-8- 0.1% |
$661 - $713
|
7.63K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-8- 21.05% |
$661 - $713
|
30
$2.69K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-9- 0.21% |
$743 - $802
|
4.38K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9- 1.67% |
$743 - $802
|
530
$47.5K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 31.03% |
$743 - $802
|
20
$1.79K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11- 0.07% |
$908 - $980
|
14.9K
$1.34M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11- 1.69% |
$908 - $980
|
640
$57.4K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12- 0.14% |
$991 - $1.07K
|
8.76K
$785K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 1.85% |
$991 - $1.07K
|
638
$57.2K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-12- 0.1% |
$991 - $1.07K
|
12.5K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13- 0.03% |
$1.07K - $1.16K
|
41K
$3.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-17- 12.98% |
$1.4K - $1.52K
|
114
$10.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17- 0.54% |
$1.4K - $1.52K
|
3.14K
$282K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-18- 10.29% |
$1.49K - $1.6K
|
157
$14.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-20- 0.08% |
$1.65K - $1.78K
|
25.5K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$1.65K - $1.78K
|
47.9K
$4.29M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.26% |
$1.65K - $1.78K
|
7.64K
$685K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-22- 0.32% |
$1.82K - $1.96K
|
6.94K
$622K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 0.36% |
$1.9K - $2.05K
|
6.34K
$568K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-23- 0.43% |
$1.9K - $2.05K
|
5.29K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-26- 0.3% |
$2.15K - $2.32K
|
8.74K
$784K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-27- 0.14% |
$2.23K - $2.41K
|
18.8K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-27- 0.81% |
$2.23K - $2.41K
|
3.3K
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-29- 1.0% |
$2.39K - $2.58K
|
2.86K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 60.0% |
$2.48K - $2.67K
|
20
$1.79K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 1.26% |
$2.48K - $2.67K
|
2.35K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.11% |
$2.48K - $2.67K
|
27.4K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-30- 0.37% |
$2.48K - $2.67K
|
8.12K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-31- 2.82% |
$2.56K - $2.76K
|
1.07K
$95.8K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-31- 4.44% |
$2.56K - $2.76K
|
667
$59.8K
|