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 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 8.11% |
$1.01M - $1.09M
|
138K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 6.07% |
$1.01M - $1.09M
|
189K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-12.3K- 31.72% |
$1.01M - $1.09M
|
26.4K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13K- 17.39% |
$1.08M - $1.16M
|
61.9K
$5.54M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-13.2K- 32.16% |
$1.09M - $1.17M
|
27.7K
$2.48M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 13.73% |
$1.09M - $1.18M
|
82.9K
$7.41M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-13.3K- 25.61% |
$1.09M - $1.18M
|
38.5K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-13.9K- 0.4% |
$1.15M - $1.24M
|
3.46M
$310M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.2K- 10.36% |
$1.17M - $1.26M
|
123K
$11M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-14.4K- 2.03% |
$1.19M - $1.28M
|
694K
$62.1M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.6K- 3.12% |
$1.2M - $1.3M
|
453K
$40.5M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-14.8K- 82.59% |
$1.22M - $1.32M
|
3.12K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.1K- 23.24% |
$1.25M - $1.35M
|
50K
$4.47M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.3K- 10.58% |
$1.27M - $1.37M
|
130K
$11.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 2.01% |
$1.28M - $1.38M
|
757K
$67.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16K- 91.67% |
$1.33M - $1.43M
|
1.46K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-16.6K- 3.8% |
$1.37M - $1.48M
|
420K
$37.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-16.6K- 3.8% |
$1.37M - $1.48M
|
420K
$37.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-17K- 28.56% |
$1.41M - $1.52M
|
42.6K
$3.81M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.8K- 7.48% |
$1.47M - $1.59M
|
220K
$19.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-18K- 37.57% |
$1.49M - $1.61M
|
29.9K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18.5K- 94.95% |
$1.53M - $1.65M
|
985
$88.1K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.6K- 39.84% |
$1.54M - $1.66M
|
28.1K
$2.51M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19.2K- 32.0% |
$1.59M - $1.71M
|
40.9K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-19.5K- 19.25% |
$1.61M - $1.73M
|
81.6K
$7.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.9K- 11.46% |
$1.64M - $1.77M
|
154K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-20.1K- 31.14% |
$1.66M - $1.79M
|
44.4K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-20.1K- 20.73% |
$1.66M - $1.79M
|
76.9K
$6.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-20.4K- 22.54% |
$1.68M - $1.82M
|
70K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.2K- 39.38% |
$1.83M - $1.98M
|
34.2K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-23.3K- 48.35% |
$1.93M - $2.08M
|
24.9K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-23.5K- 72.79% |
$1.94M - $2.09M
|
8.78K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-23.6K- 8.07% |
$1.95M - $2.1M
|
269K
$24M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-24.1K- 43.76% |
$1.99M - $2.15M
|
31K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-26.6K- 70.29% |
$2.19M - $2.37M
|
11.2K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.6K- 13.42% |
$2.19M - $2.37M
|
171K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-29K- 17.95% |
$2.39M - $2.58M
|
132K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-31.2KClosed |
$2.58M - $2.78M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-31.3K- 81.73% |
$2.59M - $2.79M
|
7K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-32K- 73.83% |
$2.64M - $2.85M
|
11.3K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32K- 3.48% |
$2.65M - $2.86M
|
889K
$79.5M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-32.7K- 10.27% |
$2.7M - $2.91M
|
286K
$25.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-33.6K- 83.78% |
$2.77M - $2.99M
|
6.5K
$582K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-35.7K- 0.66% |
$2.95M - $3.18M
|
5.37M
$480M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.7K- 6.01% |
$2.95M - $3.18M
|
559K
$50M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-36.5K- 9.23% |
$3.01M - $3.25M
|
359K
$32.1M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-41.3K- 84.71% |
$3.41M - $3.68M
|
7.45K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.5K- 15.15% |
$3.59M - $3.88M
|
244K
$21.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-45.6K- 27.42% |
$3.77M - $4.06M
|
121K
$10.8M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-47.4K- 60.11% |
$3.91M - $4.22M
|
31.4K
$2.81M
|