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 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.48K+ 10.1% |
$370K - $400K
|
48.9K
$4.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.36K+ 5.63% |
$360K - $389K
|
81.8K
$7.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.35K+ 6.73% |
$359K - $388K
|
69K
$6.17M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.26K+ 3.34% |
$352K - $380K
|
132K
$11.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
BUY
|
- |
4.25K+ 5.31% |
$351K - $379K
|
84.4K
$7.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.18K+ 1.72% |
$345K - $373K
|
247K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$341K - $368K
|
4.13K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$334K - $361K
|
4.05K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.04K+ 13.86% |
$333K - $360K
|
33.2K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3.93K+ 5.01% |
$325K - $350K
|
82.4K
$7.37M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.91KNew |
$323K - $349K
|
3.91K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.91K+ 5.42% |
$323K - $348K
|
76K
$6.79M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.89K+ 19.97% |
$321K - $346K
|
23.3K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.88K+ 14.89% |
$320K - $346K
|
29.9K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.86K+ 9.86% |
$319K - $344K
|
43K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.85KNew |
$318K - $343K
|
3.85K
$344K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.83K+ 75.38% |
$317K - $342K
|
8.92K
$798K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.83K+ 11.72% |
$316K - $341K
|
36.4K
$3.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.8K+ 2.58% |
$313K - $338K
|
151K
$13.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.77K+ 16.46% |
$311K - $336K
|
26.7K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.74KNew |
$309K - $334K
|
3.74K
$335K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.68K+ 23.36% |
$304K - $328K
|
19.4K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.68K+ 63.91% |
$304K - $328K
|
9.43K
$843K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 154.8% |
$302K - $326K
|
6.03K
$539K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3.62K+ 8.07% |
$299K - $323K
|
48.5K
$4.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.62K+ 8.18% |
$299K - $322K
|
47.8K
$4.28M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.62KNew |
$299K - $322K
|
3.62K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.61K+ 5.65% |
$298K - $322K
|
67.6K
$6.04M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.58K+ 9.0% |
$296K - $319K
|
43.3K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.57K+ 2.2% |
$295K - $318K
|
166K
$14.8M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.56K+ 18.77% |
$294K - $317K
|
22.5K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.53KNew |
$292K - $315K
|
3.53K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.52KNew |
$291K - $314K
|
3.52K
$315K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.49K+ 69.28% |
$288K - $311K
|
8.54K
$763K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.49KNew |
$288K - $311K
|
3.49K
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.47K+ 15.95% |
$286K - $309K
|
25.2K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
3.43KNew |
$283K - $306K
|
3.43K
$307K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.39K+ 130.79% |
$280K - $302K
|
5.98K
$535K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.35KNew |
$277K - $299K
|
3.35K
$300K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.34K+ 20.88% |
$276K - $298K
|
19.3K
$1.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.26K+ 20.17% |
$269K - $291K
|
19.4K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.25K+ 137.52% |
$268K - $290K
|
5.62K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.24KNew |
$267K - $288K
|
3.24K
$289K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.21K+ 3.97% |
$265K - $286K
|
84K
$7.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.18K+ 5.56% |
$263K - $284K
|
60.4K
$5.4M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.18K+ 4.85% |
$262K - $283K
|
68.6K
$6.13M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$261K - $282K
|
3.17K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.12K+ 2.77% |
$257K - $278K
|
116K
$10.3M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.1K+ 17.3% |
$256K - $277K
|
21K
$1.88M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.05K+ 42.66% |
$252K - $272K
|
10.2K
$912K
|