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
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-387- 8.59% |
$32K - $34.5K
|
4.12K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-389- 0.57% |
$32.1K - $34.7K
|
68.4K
$6.11M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-398- 2.94% |
$32.9K - $35.5K
|
13.1K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-401- 3.11% |
$33.1K - $35.7K
|
12.5K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-404- 1.03% |
$33.4K - $36K
|
38.9K
$3.48M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-404- 4.75% |
$33.4K - $36K
|
8.11K
$725K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-405- 7.43% |
$33.4K - $36.1K
|
5.05K
$451K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-406- 2.57% |
$33.5K - $36.2K
|
15.4K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-409- 22.75% |
$33.8K - $36.5K
|
1.39K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-409- 2.78% |
$33.8K - $36.5K
|
14.3K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-411- 3.92% |
$33.9K - $36.6K
|
10.1K
$900K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-411- 2.08% |
$33.9K - $36.6K
|
19.3K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-413- 1.55% |
$34.1K - $36.8K
|
26.2K
$2.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-415- 7.32% |
$34.3K - $37K
|
5.25K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-418- 25.26% |
$34.5K - $37.3K
|
1.24K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-421- 3.6% |
$34.8K - $37.5K
|
11.3K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-424- 0.86% |
$35K - $37.8K
|
49.1K
$4.39M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-430- 2.7% |
$35.5K - $38.3K
|
15.5K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-436- 2.54% |
$36K - $38.9K
|
16.7K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-439- 4.33% |
$36.3K - $39.1K
|
9.71K
$868K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-445- 9.65% |
$36.7K - $39.7K
|
4.17K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-451- 0.51% |
$37.2K - $40.2K
|
88.1K
$7.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-451- 6.97% |
$37.2K - $40.2K
|
6.02K
$539K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-457- 15.02% |
$37.7K - $40.7K
|
2.59K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-459- 3.55% |
$37.9K - $40.9K
|
12.5K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-462- 1.33% |
$38.2K - $41.2K
|
34.3K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-463- 2.27% |
$38.2K - $41.3K
|
19.9K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-463- 6.94% |
$38.2K - $41.3K
|
6.21K
$555K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-464- 14.79% |
$38.3K - $41.4K
|
2.67K
$239K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-464- 18.13% |
$38.3K - $41.4K
|
2.1K
$187K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-470- 0.48% |
$38.8K - $41.9K
|
97.9K
$8.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-473- 13.77% |
$39.1K - $42.2K
|
2.96K
$265K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-475- 47.5% |
$39.2K - $42.3K
|
525
$46.9K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-480- 3.21% |
$39.6K - $42.8K
|
14.5K
$1.29M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-485- 11.45% |
$40.1K - $43.2K
|
3.75K
$335K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-487- 3.19% |
$40.2K - $43.4K
|
14.8K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-487- 1.61% |
$40.2K - $43.4K
|
29.8K
$2.67M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-495- 7.3% |
$40.9K - $44.1K
|
6.29K
$562K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-499- 13.61% |
$41.2K - $44.5K
|
3.17K
$283K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-500- 2.29% |
$41.3K - $44.6K
|
21.3K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-514- 7.55% |
$42.4K - $45.8K
|
6.3K
$563K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-516- 2.6% |
$42.6K - $46K
|
19.3K
$1.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-526- 7.43% |
$43.4K - $46.9K
|
6.56K
$586K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-530- 2.06% |
$43.8K - $47.2K
|
25.2K
$2.25M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-534- 33.73% |
$44.1K - $47.6K
|
1.05K
$93.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-538- 2.23% |
$44.4K - $47.9K
|
23.6K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-547- 8.42% |
$45.2K - $48.7K
|
5.95K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-554- 4.53% |
$45.7K - $49.4K
|
11.7K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-563- 0.51% |
$46.5K - $50.2K
|
110K
$9.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-568- 0.79% |
$46.9K - $50.6K
|
71.6K
$6.4M
|