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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-572- 0.76% |
$47.2K - $51K
|
74.8K
$6.69M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-573- 3.39% |
$47.3K - $51.1K
|
16.3K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-575- 1.54% |
$47.5K - $51.2K
|
36.7K
$3.28M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-575- 13.97% |
$47.5K - $51.2K
|
3.54K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-579- 19.13% |
$47.8K - $51.6K
|
2.45K
$219K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-586- 8.1% |
$48.4K - $52.2K
|
6.65K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-589- 73.9% |
$48.6K - $52.5K
|
208
$18.6K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-593- 0.7% |
$49K - $52.8K
|
84K
$7.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-594- 17.27% |
$49.1K - $52.9K
|
2.85K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-596- 16.5% |
$49.2K - $53.1K
|
3.02K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-597- 3.57% |
$49.3K - $53.2K
|
16.1K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-603- 0.76% |
$49.8K - $53.7K
|
78.5K
$7.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-619- 11.35% |
$51.1K - $55.2K
|
4.84K
$432K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-620- 4.88% |
$51.2K - $55.3K
|
12.1K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-623- 11.06% |
$51.4K - $55.5K
|
5.01K
$448K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-632- 3.12% |
$52.2K - $56.3K
|
19.6K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-637- 11.21% |
$52.6K - $56.8K
|
5.05K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-650- 0.95% |
$53.7K - $57.9K
|
67.8K
$6.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-655- 16.86% |
$54.1K - $58.4K
|
3.23K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-658- 17.55% |
$54.3K - $58.6K
|
3.09K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-664- 3.12% |
$54.8K - $59.2K
|
20.6K
$1.84M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-674- 14.15% |
$55.7K - $60.1K
|
4.09K
$366K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-679- 0.83% |
$56.1K - $60.5K
|
80.7K
$7.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-682- 14.76% |
$56.3K - $60.8K
|
3.94K
$352K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-683- 2.47% |
$56.4K - $60.9K
|
27K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-685- 5.85% |
$56.6K - $61K
|
11K
$986K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-687- 5.63% |
$56.7K - $61.2K
|
11.5K
$1.03M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-687- 16.57% |
$56.7K - $61.2K
|
3.46K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-695- 1.9% |
$57.4K - $61.9K
|
36K
$3.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-700- 4.54% |
$57.8K - $62.4K
|
14.7K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-709- 2.08% |
$58.5K - $63.2K
|
33.4K
$2.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-720- 14.25% |
$59.5K - $64.2K
|
4.33K
$388K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-721- 12.1% |
$59.5K - $64.3K
|
5.24K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-736- 2.26% |
$60.8K - $65.6K
|
31.8K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-741- 6.27% |
$61.2K - $66K
|
11.1K
$990K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-751- 0.43% |
$62K - $66.9K
|
176K
$15.7M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-759- 0.82% |
$62.7K - $67.6K
|
92K
$8.23M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-760- 0.92% |
$62.8K - $67.7K
|
82.2K
$7.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-768- 3.05% |
$63.4K - $68.4K
|
24.5K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-775- 12.13% |
$64K - $69.1K
|
5.61K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-806- 12.45% |
$66.6K - $71.8K
|
5.67K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-810- 38.23% |
$66.9K - $72.2K
|
1.31K
$117K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-817- 2.71% |
$67.5K - $72.8K
|
29.3K
$2.62M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-818- 2.17% |
$67.6K - $72.9K
|
36.9K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-820- 28.49% |
$67.7K - $73.1K
|
2.06K
$184K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-825- 14.77% |
$68.1K - $73.5K
|
4.76K
$426K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-827- 24.1% |
$68.3K - $73.7K
|
2.61K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-830- 3.1% |
$68.5K - $74K
|
25.9K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-836- 1.56% |
$69K - $74.5K
|
52.7K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-859- 4.27% |
$70.9K - $76.6K
|
19.2K
$1.72M
|