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 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 16.51% |
$166K - $179K
|
14.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 16.38% |
$162K - $175K
|
14K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.96K+ 7.87% |
$162K - $174K
|
26.8K
$2.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.94K+ 31.67% |
$161K - $173K
|
8.08K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
1.94K+ 2.84% |
$160K - $173K
|
70.4K
$6.36M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.94K+ 1.8% |
$160K - $173K
|
109K
$9.88M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.92K+ 3.1% |
$159K - $171K
|
63.8K
$5.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.91K+ 7.32% |
$157K - $170K
|
27.9K
$2.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.9K+ 60.7% |
$157K - $169K
|
5.03K
$454K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.9K+ 28.16% |
$157K - $169K
|
8.64K
$780K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 1.75% |
$156K - $169K
|
110K
$9.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.88K+ 1.4% |
$155K - $167K
|
136K
$12.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.88K+ 1.69% |
$155K - $167K
|
113K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 6.14% |
$153K - $165K
|
32.1K
$2.9M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$152K - $165K
|
1.85K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.78K+ 37.35% |
$147K - $158K
|
6.53K
$589K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
1.77K+ 26.11% |
$146K - $158K
|
8.55K
$772K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.77K+ 4.63% |
$146K - $158K
|
39.9K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.75K+ 6.14% |
$144K - $156K
|
30.3K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.74K+ 1.77% |
$143K - $155K
|
99.7K
$9M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.73K+ 2.69% |
$143K - $154K
|
65.8K
$5.94M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.72K+ 118.58% |
$142K - $154K
|
3.18K
$287K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.71K+ 11.42% |
$141K - $152K
|
16.7K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.7K+ 7.74% |
$140K - $151K
|
23.6K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68K+ 2.72% |
$139K - $150K
|
63.3K
$5.72M
|
|
|
May 01, 2024
Q1 2024
|
Fairfield University
|
BUY
|
- |
1.67K+ 0.85% |
$138K - $149K
|
199K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.64K+ 399.27% |
$136K - $146K
|
2.05K
$185K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.63K+ 11.74% |
$135K - $145K
|
15.5K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 412.05% |
$133K - $143K
|
2K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.59K+ 2.2% |
$131K - $142K
|
73.9K
$6.67M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.59K+ 8.75% |
$131K - $141K
|
19.7K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.57K+ 39.76% |
$130K - $140K
|
5.53K
$499K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 34.94% |
$129K - $140K
|
6.05K
$546K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
1.55K+ 37.81% |
$128K - $138K
|
5.66K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.55K+ 53.23% |
$128K - $138K
|
4.46K
$403K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.55K+ 6.22% |
$128K - $138K
|
26.4K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.54K+ 2.5% |
$127K - $137K
|
63K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.52K+ 2.3% |
$126K - $136K
|
67.7K
$6.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.51K+ 1.97% |
$125K - $135K
|
78.1K
$7.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.49K+ 11.75% |
$123K - $133K
|
14.2K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.48K+ 2.27% |
$122K - $132K
|
66.4K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.46K+ 41.65% |
$121K - $130K
|
4.97K
$449K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.44K+ 2.02% |
$119K - $129K
|
73K
$6.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.43K+ 0.74% |
$118K - $127K
|
194K
$17.5M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 8.08% |
$112K - $121K
|
18.1K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.35K+ 6.93% |
$111K - $120K
|
20.8K
$1.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
1.34K+ 24.03% |
$110K - $119K
|
6.9K
$623K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.33K+ 13.61% |
$110K - $119K
|
11.1K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.32K+ 3.56% |
$109K - $117K
|
38.3K
$3.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.3K+ 2.49% |
$108K - $116K
|
53.7K
$4.85M
|