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 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-871- 2.2% |
$71.9K - $77.6K
|
38.8K
$3.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-876- 23.97% |
$72.3K - $78.1K
|
2.78K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-877- 2.01% |
$72.4K - $78.2K
|
42.7K
$3.82M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-885- 9.78% |
$73.1K - $78.9K
|
8.16K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-890- 27.74% |
$73.5K - $79.3K
|
2.32K
$207K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-893- 3.32% |
$73.7K - $79.6K
|
26K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-895- 4.38% |
$73.9K - $79.8K
|
19.6K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-903- 16.55% |
$74.6K - $80.5K
|
4.55K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-908- 0.51% |
$75K - $80.9K
|
178K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-914- 8.68% |
$75.5K - $81.5K
|
9.62K
$860K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-926- 12.23% |
$76.5K - $82.5K
|
6.64K
$594K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-938- 21.82% |
$77.5K - $83.6K
|
3.36K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-952- 7.49% |
$78.6K - $84.8K
|
11.8K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-960- 1.55% |
$79.3K - $85.6K
|
60.8K
$5.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-972- 5.9% |
$80.3K - $86.6K
|
15.5K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-982- 1.39% |
$81.1K - $87.5K
|
69.6K
$6.22M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-982- 28.18% |
$81.1K - $87.5K
|
2.5K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-989- 19.74% |
$81.7K - $88.1K
|
4.02K
$360K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-989- 5.95% |
$81.7K - $88.1K
|
15.6K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-998- 7.25% |
$82.4K - $88.9K
|
12.8K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1K- 10.43% |
$82.6K - $89.1K
|
8.59K
$768K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1K- 6.15% |
$82.8K - $89.4K
|
15.3K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.05K- 0.59% |
$86.5K - $93.4K
|
177K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 0.86% |
$87.6K - $94.6K
|
122K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.08K- 3.44% |
$89K - $96.1K
|
30.2K
$2.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.08K- 20.77% |
$89.2K - $96.2K
|
4.12K
$368K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.08K- 10.58% |
$89.3K - $96.3K
|
9.14K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.1K- 11.24% |
$90.4K - $97.6K
|
8.65K
$773K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.1K- 2.24% |
$90.7K - $97.9K
|
48K
$4.29M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.1K- 4.07% |
$90.8K - $98K
|
25.9K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.1K- 18.68% |
$90.9K - $98.1K
|
4.79K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.11K- 0.08% |
$91.7K - $98.9K
|
1.44M
$129M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.11K- 4.64% |
$91.8K - $99.1K
|
22.9K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.11K- 10.28% |
$91.9K - $99.2K
|
9.71K
$868K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 0.79% |
$92K - $99.3K
|
140K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.12K- 23.22% |
$92.4K - $99.7K
|
3.7K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.12K- 1.45% |
$92.8K - $100K
|
76.2K
$6.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.14K- 2.02% |
$93.9K - $101K
|
55.1K
$4.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.14K- 6.58% |
$94.3K - $102K
|
16.2K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.15K- 5.07% |
$95K - $103K
|
21.6K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 16.23% |
$95.1K - $103K
|
5.95K
$532K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.16K- 9.53% |
$95.4K - $103K
|
11K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.17K- 3.9% |
$96.2K - $104K
|
28.7K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.18K- 31.83% |
$97K - $105K
|
2.52K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.19K- 25.73% |
$98.4K - $106K
|
3.44K
$308K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 3.37% |
$100K - $108K
|
34.8K
$3.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.21K- 6.02% |
$100K - $108K
|
18.9K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.22K- 13.06% |
$100K - $108K
|
8.09K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.22K- 11.82% |
$100K - $108K
|
9.07K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 99.84% |
$101K - $109K
|
2
$179
|