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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.37K- 0.81% |
$361K - $390K
|
537K
$48.2M
|
|
|
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
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.57K- 74.59% |
$377K - $407K
|
1.56K
$140K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.79K- 12.97% |
$396K - $427K
|
32.2K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.93K- 62.4% |
$407K - $439K
|
2.97K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.99K- 1.72% |
$412K - $444K
|
286K
$25.6M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.14K- 14.68% |
$424K - $458K
|
29.9K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5.19K- 18.47% |
$429K - $463K
|
22.9K
$2.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.24K- 5.11% |
$433K - $467K
|
97.3K
$8.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.34K- 1.22% |
$441K - $476K
|
431K
$38.7M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.5K- 34.47% |
$454K - $490K
|
10.5K
$938K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.53K- 56.68% |
$457K - $493K
|
4.23K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.54K- 6.29% |
$457K - $494K
|
82.6K
$7.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.57K- 6.84% |
$460K - $496K
|
75.9K
$6.81M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.71K- 31.24% |
$471K - $509K
|
12.6K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.76K- 2.42% |
$476K - $513K
|
232K
$20.8M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.77K- 8.61% |
$477K - $515K
|
61.3K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.79K- 32.38% |
$478K - $516K
|
12.1K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.02K- 47.44% |
$497K - $537K
|
6.67K
$598K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-6.03K- 7.69% |
$498K - $537K
|
72.3K
$6.49M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-6.04K- 55.89% |
$499K - $539K
|
4.77K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.04K- 4.75% |
$499K - $539K
|
121K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6.17K- 12.46% |
$510K - $550K
|
43.3K
$3.89M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.22K- 10.16% |
$513K - $554K
|
55K
$4.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-6.47K- 5.15% |
$534K - $577K
|
119K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 51.48% |
$535K - $577K
|
6.1K
$547K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.48K- 46.64% |
$535K - $578K
|
7.42K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.76K- 1.84% |
$559K - $603K
|
361K
$32.4M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.96K- 5.27% |
$575K - $620K
|
125K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.19K- 13.22% |
$593K - $640K
|
47.2K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.36K- 4.17% |
$608K - $656K
|
169K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.38K- 4.04% |
$609K - $657K
|
175K
$15.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.39K- 38.76% |
$610K - $658K
|
11.7K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-7.43K- 35.28% |
$613K - $662K
|
13.6K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-7.5K- 41.04% |
$620K - $669K
|
10.8K
$967K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.64K- 42.46% |
$631K - $681K
|
10.4K
$929K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.67K- 55.38% |
$633K - $683K
|
6.18K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-7.67K- 17.08% |
$633K - $683K
|
37.2K
$3.34M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.82K- 24.74% |
$646K - $697K
|
23.8K
$2.13M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-8K- 97.56% |
$661K - $713K
|
200
$17.9K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.12K- 18.11% |
$671K - $724K
|
36.7K
$3.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-8.53K- 8.12% |
$704K - $760K
|
96.5K
$8.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.53K- 36.2% |
$705K - $760K
|
15K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-8.55K- 27.4% |
$706K - $762K
|
22.7K
$2.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.56K- 76.22% |
$707K - $763K
|
2.67K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-8.77K- 44.0% |
$724K - $781K
|
11.2K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-8.98K- 19.31% |
$742K - $800K
|
37.5K
$3.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-9.34K- 4.95% |
$771K - $832K
|
179K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-9.88K- 63.11% |
$816K - $881K
|
5.78K
$518K
|