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 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57K+ 299.33% |
$4.71M - $5.08M
|
76.1K
$6.8M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
56.9K+ 36.39% |
$4.7M - $5.07M
|
213K
$19.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
55K+ 69.78% |
$4.54M - $4.9M
|
134K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
53.4KNew |
$4.41M - $4.76M
|
53.4K
$4.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
50.3K+ 437.67% |
$4.15M - $4.48M
|
61.8K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
49.7KNew |
$4.1M - $4.43M
|
49.7K
$4.44M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49.7K+ 74.89% |
$4.1M - $4.42M
|
116K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.3KNew |
$3.49M - $3.77M
|
42.3K
$3.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
41K+ 684.25% |
$3.39M - $3.66M
|
47K
$4.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.8K+ 5.31% |
$3.37M - $3.64M
|
810K
$72.4M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
40.5K+ 53.11% |
$3.35M - $3.61M
|
117K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
40.4K+ 32.67% |
$3.34M - $3.6M
|
164K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
38.4K+ 46.04% |
$3.17M - $3.42M
|
122K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38K+ 13884.31% |
$3.14M - $3.39M
|
38.3K
$3.43M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
37.1K+ 64.37% |
$3.06M - $3.31M
|
94.8K
$8.47M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
36.5KNew |
$3.01M - $3.25M
|
36.5K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36.3K+ 4.97% |
$3M - $3.24M
|
767K
$68.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
36KNew |
$2.97M - $3.21M
|
36K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
35.3K+ 10.7% |
$2.92M - $3.15M
|
366K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35.3K+ 694.71% |
$2.91M - $3.15M
|
40.4K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
35.1K+ 94.86% |
$2.9M - $3.13M
|
72K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
35KNew |
$2.89M - $3.12M
|
35K
$3.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34.7K+ 3.26% |
$2.86M - $3.09M
|
1.1M
$98.2M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
34.1KNew |
$2.82M - $3.04M
|
34.1K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
33.7KNew |
$2.78M - $3M
|
33.7K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
33.4K+ 4.49% |
$2.76M - $2.97M
|
777K
$69.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
33.1K+ 5.63% |
$2.73M - $2.95M
|
621K
$55.5M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
32.4K+ 193.7% |
$2.68M - $2.89M
|
49.2K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
32.1KNew |
$2.65M - $2.86M
|
32.1K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
31K+ 142.32% |
$2.56M - $2.77M
|
52.8K
$4.72M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
31K+ 2.73% |
$2.56M - $2.76M
|
1.17M
$104M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
30.1K+ 19448.39% |
$2.49M - $2.69M
|
30.3K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30K+ 14.14% |
$2.48M - $2.68M
|
242K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.8K+ 31.67% |
$2.46M - $2.66M
|
124K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
29.8K+ 13.45% |
$2.46M - $2.66M
|
251K
$22.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
29.7K+ 2.48% |
$2.45M - $2.64M
|
1.23M
$110M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29.7KNew |
$2.45M - $2.64M
|
29.7K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
28.4K+ 9.38% |
$2.35M - $2.53M
|
332K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.2K+ 43.99% |
$2.33M - $2.51M
|
92.3K
$8.25M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
27.8K+ 12.94% |
$2.29M - $2.47M
|
242K
$21.7M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
27.7KNew |
$2.29M - $2.47M
|
27.7K
$2.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27.2K+ 893.46% |
$2.25M - $2.42M
|
30.3K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.9K+ 17.24% |
$2.22M - $2.4M
|
183K
$16.4M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
26.4KNew |
$2.18M - $2.36M
|
26.4K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
25.8K+ 141.68% |
$2.13M - $2.3M
|
44K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25.1K+ 12.86% |
$2.07M - $2.24M
|
220K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
25KNew |
$2.06M - $2.23M
|
25K
$2.24M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
24.8KNew |
$2.05M - $2.21M
|
24.8K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
24.5K+ 44.65% |
$2.03M - $2.19M
|
79.5K
$7.11M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
24.3K+ 15.52% |
$2M - $2.16M
|
181K
$16.2M
|