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
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.03K- 58.17% |
$250K - $270K
|
2.18K
$194K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.03K- 3.65% |
$250K - $270K
|
80.2K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.04K- 8.75% |
$251K - $271K
|
31.7K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.04K- 1.9% |
$251K - $271K
|
157K
$14M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.05K- 29.94% |
$252K - $272K
|
7.15K
$639K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-3.07K- 7.97% |
$254K - $274K
|
35.5K
$3.17M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-3.09K- 5.97% |
$255K - $275K
|
48.6K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.11K- 31.75% |
$256K - $277K
|
6.67K
$597K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.13K- 10.4% |
$259K - $279K
|
27K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.14K- 52.73% |
$259K - $280K
|
2.81K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.16K- 6.57% |
$261K - $282K
|
44.9K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.18K- 9.25% |
$262K - $283K
|
31.2K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.21K- 2.17% |
$265K - $286K
|
144K
$12.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.22K- 1.79% |
$266K - $287K
|
177K
$15.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.23K- 3.1% |
$267K - $288K
|
101K
$9.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.32K- 2.89% |
$274K - $296K
|
111K
$9.96M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.36K- 50.13% |
$278K - $300K
|
3.35K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.41K- 2.18% |
$282K - $304K
|
153K
$13.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.44K- 22.01% |
$284K - $307K
|
12.2K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.48K- 1.77% |
$288K - $310K
|
194K
$17.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.49K- 26.64% |
$288K - $311K
|
9.6K
$858K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.51K- 33.82% |
$290K - $313K
|
6.87K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.59K- 20.41% |
$296K - $320K
|
14K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.63K- 17.88% |
$300K - $323K
|
16.7K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.63K- 1.15% |
$300K - $323K
|
311K
$27.8M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-3.67K- 18.78% |
$303K - $327K
|
15.9K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.69K- 5.35% |
$305K - $329K
|
65.4K
$5.85M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.7K- 24.57% |
$306K - $330K
|
11.4K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.73K- 1.59% |
$308K - $333K
|
232K
$20.7M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-3.74K- 24.6% |
$309K - $333K
|
11.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.77K- 1.62% |
$311K - $336K
|
229K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.85K- 0.88% |
$318K - $343K
|
433K
$38.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-3.87K- 4.93% |
$320K - $345K
|
74.7K
$6.68M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.88K- 37.54% |
$320K - $346K
|
6.46K
$577K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.9K- 32.83% |
$322K - $348K
|
7.99K
$714K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 43.54% |
$326K - $352K
|
5.13K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.05K- 35.35% |
$334K - $361K
|
7.4K
$662K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-4.09K- 23.08% |
$338K - $364K
|
13.6K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-4.26K- 5.35% |
$352K - $380K
|
75.4K
$6.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.36K- 2.84% |
$360K - $389K
|
149K
$13.3M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.37K- 0.81% |
$361K - $390K
|
537K
$48M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.39K- 26.16% |
$363K - $392K
|
12.4K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.42K- 13.42% |
$365K - $394K
|
28.5K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.57K- 74.59% |
$377K - $407K
|
1.56K
$139K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.79K- 12.97% |
$396K - $427K
|
32.2K
$2.88M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.93K- 62.4% |
$407K - $439K
|
2.97K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.99K- 1.72% |
$412K - $444K
|
286K
$25.5M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.14K- 14.68% |
$424K - $458K
|
29.9K
$2.67M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5.19K- 18.47% |
$429K - $463K
|
22.9K
$2.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.24K- 5.11% |
$433K - $467K
|
97.3K
$8.7M
|