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 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
7.03K+ 21.39% |
$581K - $627K
|
39.9K
$3.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.98K+ 2.93% |
$577K - $622K
|
245K
$21.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.95K+ 7.19% |
$574K - $619K
|
104K
$9.26M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.88K+ 4.46% |
$568K - $613K
|
161K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 15.96% |
$548K - $591K
|
48.2K
$4.31M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.43K+ 64.65% |
$531K - $573K
|
16.4K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
6.35K+ 4.8% |
$525K - $566K
|
139K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.34K+ 2.15% |
$523K - $565K
|
301K
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.32K+ 24.15% |
$522K - $563K
|
32.5K
$2.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.27K+ 10.73% |
$518K - $559K
|
64.7K
$5.79M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$512K - $553K
|
6.2K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.13K+ 77.58% |
$506K - $546K
|
14K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.01KNew |
$496K - $535K
|
6.01K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6KNew |
$496K - $535K
|
6K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
6K+ 4.78% |
$495K - $534K
|
131K
$11.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5.99K+ 6.41% |
$494K - $534K
|
99.4K
$8.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.98KNew |
$494K - $533K
|
5.98K
$535K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.88K+ 14.39% |
$485K - $524K
|
46.7K
$4.18M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
5.85K+ 4.0% |
$483K - $521K
|
152K
$13.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.81K+ 2.94% |
$480K - $518K
|
203K
$18.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.79K+ 3.78% |
$478K - $516K
|
159K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
5.75K+ 12.88% |
$475K - $513K
|
50.4K
$4.51M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.72K+ 16.46% |
$473K - $510K
|
40.5K
$3.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.72K+ 13.63% |
$472K - $510K
|
47.7K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.68K+ 4.23% |
$469K - $506K
|
140K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.61K+ 2.85% |
$463K - $500K
|
203K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.59K+ 55.52% |
$462K - $498K
|
15.7K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.58K+ 36.15% |
$460K - $497K
|
21K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.57KNew |
$460K - $496K
|
5.57K
$498K
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
5.53K+ 7.82% |
$457K - $493K
|
76.2K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.44K+ 1.19% |
$450K - $485K
|
462K
$41.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 3.81% |
$441K - $476K
|
146K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.33K+ 1.53% |
$440K - $475K
|
354K
$31.6M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.29KNew |
$436K - $471K
|
5.29K
$473K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
5.12K+ 11.93% |
$422K - $456K
|
48K
$4.29M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.07K+ 24.95% |
$419K - $452K
|
25.4K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.05K+ 0.96% |
$417K - $450K
|
533K
$47.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.89KNew |
$403K - $435K
|
4.89K
$437K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
4.76KNew |
$393K - $424K
|
4.76K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.73K+ 3.84% |
$391K - $422K
|
128K
$11.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.71K+ 12.75% |
$389K - $420K
|
41.6K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4.7KNew |
$388K - $418K
|
4.7K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.68KNew |
$387K - $417K
|
4.68K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
4.63K+ 26.44% |
$382K - $412K
|
22.1K
$1.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.62K+ 93.44% |
$381K - $411K
|
9.56K
$854K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.61K+ 296.21% |
$381K - $411K
|
6.17K
$552K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
4.55KNew |
$376K - $406K
|
4.55K
$407K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.55K+ 6.88% |
$376K - $405K
|
70.7K
$6.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.55K+ 61.24% |
$376K - $405K
|
12K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.5KNew |
$372K - $401K
|
4.5K
$402K
|