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 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.26K+ 46.36% |
$104K - $112K
|
3.98K
$356K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.24K+ 9.22% |
$103K - $111K
|
14.7K
$1.32M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.24K+ 21.74% |
$102K - $111K
|
6.95K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.23KNew |
$102K - $110K
|
1.23K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Trustees Of The Smith College
|
BUY
|
- |
1.23K+ 0.86% |
$102K - $110K
|
144K
$12.8M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 37.93% |
$101K - $109K
|
4.46K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.23K+ 36.05% |
$101K - $109K
|
4.62K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.18K+ 10.2% |
$97.8K - $106K
|
12.8K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.18K+ 3.29% |
$97.7K - $105K
|
37.1K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.17K+ 11.01% |
$96.8K - $104K
|
11.8K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.14K+ 2.35% |
$94.3K - $102K
|
49.8K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.14K+ 4.75% |
$93.8K - $101K
|
25.1K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 37.13% |
$92.9K - $100K
|
4.16K
$371K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.11K+ 28.81% |
$91.4K - $98.7K
|
4.95K
$443K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.1K+ 2.2% |
$91.1K - $98.3K
|
51.3K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.09K+ 0.83% |
$90.3K - $97.5K
|
133K
$11.9M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.09K+ 0.83% |
$90.3K - $97.5K
|
133K
$11.9M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.09K+ 35.19% |
$89.8K - $97K
|
4.18K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.08K+ 3.73% |
$89.4K - $96.4K
|
30.1K
$2.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.07K+ 10.28% |
$88.6K - $95.6K
|
11.5K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.06K+ 5.97% |
$87.2K - $94.1K
|
18.8K
$1.68M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.06K+ 13.69% |
$87.1K - $94K
|
8.76K
$783K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.06K+ 7.68% |
$87.1K - $94K
|
14.8K
$1.32M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.04K+ 1426.03% |
$86K - $92.8K
|
1.11K
$99.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 2.4% |
$85.8K - $92.6K
|
44.3K
$3.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.04K+ 31.96% |
$85.7K - $92.5K
|
4.29K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.02K+ 128.07% |
$84.4K - $91.1K
|
1.82K
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 2.05% |
$84.1K - $90.7K
|
50.7K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.01K+ 4.11% |
$83.1K - $89.7K
|
25.5K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1K+ 485.44% |
$82.6K - $89.1K
|
1.21K
$108K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
996+ 7.68% |
$82.2K - $88.8K
|
14K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
985+ 1.92% |
$81.3K - $87.8K
|
52.2K
$4.66M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
983+ 10.94% |
$81.2K - $87.6K
|
9.97K
$891K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
975+ 3.96% |
$80.5K - $86.9K
|
25.6K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
973+ 28.31% |
$80.4K - $86.7K
|
4.41K
$394K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
968+ 1.2% |
$79.9K - $86.3K
|
81.4K
$7.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
960+ 12.84% |
$79.3K - $85.6K
|
8.44K
$754K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
945+ 8.06% |
$78K - $84.2K
|
12.7K
$1.13M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
932+ 193.36% |
$77K - $83.1K
|
1.41K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
931New |
$76.9K - $83K
|
931
$83.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
913+ 4.11% |
$75.4K - $81.4K
|
23.1K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
906+ 2.63% |
$74.8K - $80.7K
|
35.4K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
903+ 69.89% |
$74.6K - $80.5K
|
2.2K
$196K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
895+ 5.66% |
$73.9K - $79.8K
|
16.7K
$1.49M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
876+ 7.55% |
$72.3K - $78.1K
|
12.5K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
869+ 7.46% |
$71.8K - $77.4K
|
12.5K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
856+ 29.83% |
$70.7K - $76.3K
|
3.73K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
855+ 15.64% |
$70.6K - $76.2K
|
6.32K
$565K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
851+ 3.39% |
$70.3K - $75.8K
|
26K
$2.32M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
847+ 3.54% |
$69.9K - $75.5K
|
24.8K
$2.21M
|