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 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-47.8K- 71.59% |
$3.95M - $4.26M
|
19K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53.6K- 27.12% |
$4.43M - $4.78M
|
144K
$12.9M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-53.8K- 90.85% |
$4.44M - $4.8M
|
5.42K
$485K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-60.8K- 94.89% |
$5.02M - $5.42M
|
3.28K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-61.3K- 64.34% |
$5.06M - $5.46M
|
34K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-68.4K- 50.69% |
$5.65M - $6.1M
|
66.6K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-68.8K- 79.08% |
$5.68M - $6.13M
|
18.2K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76.2K- 3.88% |
$6.29M - $6.79M
|
1.89M
$169M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-84.9K- 5.79% |
$7.01M - $7.56M
|
1.38M
$124M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-85.1K- 22.41% |
$7.02M - $7.58M
|
295K
$26.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-85.8K- 4.17% |
$7.08M - $7.65M
|
1.97M
$176M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-93.4K- 29.2% |
$7.71M - $8.32M
|
226K
$20.2M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-106K- 73.69% |
$8.78M - $9.47M
|
38K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-107K- 57.07% |
$8.87M - $9.57M
|
80.8K
$7.22M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-119K- 78.15% |
$9.81M - $10.6M
|
33.2K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-123K- 7.01% |
$10.1M - $10.9M
|
1.63M
$145M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-128K- 6.41% |
$10.6M - $11.4M
|
1.87M
$167M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-133K- 89.81% |
$11M - $11.9M
|
15.1K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-135K- 76.24% |
$11.2M - $12.1M
|
42.2K
$3.77M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-149K- 92.4% |
$12.3M - $13.2M
|
12.2K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-153K- 82.81% |
$12.6M - $13.6M
|
31.8K
$2.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-171K- 98.92% |
$14.1M - $15.2M
|
1.86K
$166K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-188K- 18.58% |
$15.5M - $16.8M
|
825K
$73.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-211K- 10.25% |
$17.4M - $18.8M
|
1.85M
$165M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213K- 2.0% |
$17.6M - $19M
|
10.4M
$934M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-253K- 22.06% |
$20.9M - $22.6M
|
896K
$80.1M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-342K- 62.24% |
$28.3M - $30.5M
|
208K
$18.6M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-363K- 9.93% |
$30M - $32.4M
|
3.29M
$294M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-371K- 27.67% |
$30.6M - $33M
|
969K
$86.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-450K- 37.83% |
$37.1M - $40.1M
|
739K
$66.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-486K- 3.78% |
$40.1M - $43.3M
|
12.4M
$1.1B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-486K- 3.78% |
$40.1M - $43.3M
|
12.4M
$1.1B
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-521K- 22.02% |
$43.1M - $46.5M
|
1.85M
$165M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-531K- 2.89% |
$43.9M - $47.3M
|
17.8M
$1.59B
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-537K- 99.4% |
$44.3M - $47.8M
|
3.26K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-578K- 30.82% |
$47.7M - $51.5M
|
1.3M
$116M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-831K- 13.3% |
$68.6M - $74M
|
5.42M
$484M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.57M- 16.07% |
$129M - $140M
|
8.18M
$731M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.64M- 83.34% |
$300M - $324M
|
727K
$65M
|