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
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.99K- 27.82% |
$164K - $177K
|
5.15K
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.99K- 7.49% |
$164K - $178K
|
24.6K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2K- 5.7% |
$165K - $178K
|
33.1K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2K- 27.27% |
$165K - $178K
|
5.33K
$476K
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2K- 8.44% |
$165K - $178K
|
21.7K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.01K- 5.4% |
$166K - $179K
|
35.2K
$3.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.04K- 11.14% |
$168K - $182K
|
16.3K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 2.23% |
$170K - $183K
|
89.9K
$8.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.06K- 4.23% |
$170K - $184K
|
46.7K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.09K- 13.58% |
$172K - $186K
|
13.3K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.11K- 31.65% |
$174K - $188K
|
4.55K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.11K- 8.26% |
$174K - $188K
|
23.5K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.14K- 97.99% |
$177K - $191K
|
44
$3.93K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.17K- 5.33% |
$179K - $193K
|
38.4K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.18K- 8.06% |
$180K - $195K
|
24.9K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.23K- 5.63% |
$184K - $199K
|
37.3K
$3.34M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 38.25% |
$184K - $199K
|
3.6K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 26.61% |
$186K - $201K
|
6.21K
$555K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.25K- 25.25% |
$186K - $201K
|
6.67K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.26K- 4.23% |
$187K - $202K
|
51.3K
$4.58M
|
|
|
Aug 13, 2024
Q1 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-2.28KClosed |
$189K - $204K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.3K- 14.03% |
$190K - $205K
|
14.1K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 9.68% |
$190K - $205K
|
21.5K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.31K- 10.03% |
$191K - $206K
|
20.7K
$1.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.31K- 1.41% |
$191K - $206K
|
161K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.34K- 4.23% |
$193K - $208K
|
52.9K
$4.73M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.34K- 3.68% |
$193K - $209K
|
61.4K
$5.49M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.34K- 5.19% |
$194K - $209K
|
42.8K
$3.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.35K- 4.07% |
$194K - $209K
|
55.3K
$4.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 3.64% |
$194K - $210K
|
62.3K
$5.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.42K- 7.32% |
$200K - $215K
|
30.6K
$2.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.44K- 4.9% |
$202K - $218K
|
47.4K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.49K- 9.66% |
$205K - $221K
|
23.2K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.5K- 26.96% |
$207K - $223K
|
6.78K
$606K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.53K- 10.84% |
$209K - $226K
|
20.8K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.54K- 17.46% |
$210K - $227K
|
12K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.55K- 6.45% |
$211K - $227K
|
37K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.59K- 4.49% |
$214K - $231K
|
55.1K
$4.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.6K- 6.77% |
$215K - $232K
|
35.8K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 33.53% |
$226K - $244K
|
5.43K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.75K- 17.11% |
$227K - $245K
|
13.3K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.76K- 18.7% |
$228K - $246K
|
12K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.77K- 6.42% |
$229K - $247K
|
40.4K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.88K- 7.17% |
$238K - $257K
|
37.3K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.89K- 28.9% |
$239K - $258K
|
7.11K
$636K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.9K- 17.1% |
$240K - $259K
|
14.1K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.96K- 6.91% |
$244K - $263K
|
39.8K
$3.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.96K- 52.86% |
$244K - $264K
|
2.64K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.98K- 6.36% |
$246K - $265K
|
43.8K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.98K- 2.09% |
$246K - $266K
|
140K
$12.5M
|