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 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
24KNew |
$1.98M - $2.14M
|
24K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
23.8KNew |
$1.97M - $2.12M
|
23.8K
$2.13M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23.8K+ 15.7% |
$1.97M - $2.12M
|
175K
$15.7M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.4K+ 103.27% |
$1.93M - $2.08M
|
46K
$4.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$1.91M - $2.07M
|
23.2K
$2.07M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
23K+ 16.96% |
$1.9M - $2.05M
|
158K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
23K+ 6.63% |
$1.9M - $2.05M
|
370K
$33M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
22.4K+ 3241.18% |
$1.85M - $2M
|
23.1K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.4K+ 8.45% |
$1.85M - $2M
|
288K
$25.7M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22.1KNew |
$1.82M - $1.97M
|
22.1K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.8K+ 198.95% |
$1.8M - $1.94M
|
32.7K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
21.3KNew |
$1.76M - $1.9M
|
21.3K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
21.3K+ 8.65% |
$1.76M - $1.9M
|
268K
$23.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
21K+ 116.12% |
$1.73M - $1.87M
|
39K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.9K+ 107.44% |
$1.72M - $1.86M
|
40.3K
$3.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
20K+ 2.41% |
$1.65M - $1.78M
|
847K
$75.7M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.2K+ 15.82% |
$1.59M - $1.71M
|
141K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18.6K+ 20.07% |
$1.54M - $1.66M
|
111K
$9.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18.6KNew |
$1.53M - $1.66M
|
18.6K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
17.7K+ 8.78% |
$1.46M - $1.58M
|
220K
$19.6M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.7K+ 10.41% |
$1.46M - $1.58M
|
188K
$16.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17.6KNew |
$1.46M - $1.57M
|
17.6K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
17.5K+ 4.84% |
$1.44M - $1.56M
|
379K
$33.9M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.4K+ 2.9% |
$1.44M - $1.55M
|
618K
$55.3M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
17KNew |
$1.41M - $1.52M
|
17K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
17K+ 7.08% |
$1.4M - $1.51M
|
257K
$23M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
16.5KNew |
$1.36M - $1.47M
|
16.5K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.5K+ 3.69% |
$1.36M - $1.47M
|
462K
$41.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
16.2K+ 4.37% |
$1.33M - $1.44M
|
386K
$34.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
16K+ 23204.35% |
$1.32M - $1.43M
|
16.1K
$1.44M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16KNew |
$1.32M - $1.43M
|
16K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
15.8K+ 3.23% |
$1.3M - $1.4M
|
503K
$45M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$1.24M - $1.34M
|
15K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.8KNew |
$1.22M - $1.32M
|
14.8K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
14.5K+ 30.42% |
$1.2M - $1.3M
|
62.4K
$5.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 227.8% |
$1.18M - $1.28M
|
20.6K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
14.2K+ 546.62% |
$1.18M - $1.27M
|
16.9K
$1.51M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
14.1K+ 15.5% |
$1.16M - $1.26M
|
105K
$9.39M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.6K+ 10.19% |
$1.13M - $1.22M
|
147K
$13.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13.4K+ 6856.41% |
$1.1M - $1.19M
|
13.6K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13.3K+ 9.03% |
$1.1M - $1.18M
|
160K
$14.3M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
12.9K+ 3.65% |
$1.06M - $1.15M
|
365K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
12.6KNew |
$1.04M - $1.12M
|
12.6K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12.5K+ 12.68% |
$1.03M - $1.11M
|
111K
$9.9M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
12.5KNew |
$1.03M - $1.11M
|
12.5K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.4K+ 20.15% |
$1.03M - $1.11M
|
74.1K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 19.62% |
$1.03M - $1.11M
|
75.7K
$6.77M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.2K+ 12.82% |
$1M - $1.08M
|
107K
$9.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.9K+ 29.92% |
$984K - $1.06M
|
51.8K
$4.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
11.8K+ 17.1% |
$974K - $1.05M
|
80.8K
$7.22M
|